About this Course
4.5
103 ratings
19 reviews
100% online

100% online

Start instantly and learn at your own schedule.
Flexible deadlines

Flexible deadlines

Reset deadlines in accordance to your schedule.
Beginner Level

Beginner Level

Hours to complete

Approx. 14 hours to complete

Suggested: 4 weeks of study, 3-4 hours/week...
Available languages

English

Subtitles: English

Skills you will gain

Risk ManagementBudgetSavingInvestment
100% online

100% online

Start instantly and learn at your own schedule.
Flexible deadlines

Flexible deadlines

Reset deadlines in accordance to your schedule.
Beginner Level

Beginner Level

Hours to complete

Approx. 14 hours to complete

Suggested: 4 weeks of study, 3-4 hours/week...
Available languages

English

Subtitles: English

Syllabus - What you will learn from this course

Week
1
Hours to complete
2 hours to complete

Orientation

...
Reading
2 videos (Total 4 min), 5 readings, 2 quizzes
Video2 videos
Course Overview1m
Reading5 readings
Course Syllabus10m
About the Discussion Forums10m
Social Media10m
Updating Your Profile10m
About the Financial Literacy Quiz Pretest10m
Quiz2 practice exercises
Orientation Quiz10m
Financial Literacy Pretest12m
Hours to complete
2 hours to complete

Module 1: Setting Financial Goals and Assessing Your Situation

In this module, you'll explore the "personal" in personal finance, use financial tools to assess where you are currently with your finances, and begin setting goals for where you'd like to be in the future....
Reading
7 videos (Total 41 min), 2 readings, 2 quizzes
Video7 videos
Lecture: Dream Big5m
Vignette: Belize for Spring Break?2m
Lecture: What Influences Our Financial Decisions?11m
Vignette: Education, Retirement, or Fun?3m
Lecture: Where Are You Now?9m
Lecture: Turning Dreams into Goals7m
Reading2 readings
Module 1 Overview10m
Reading: Exploring Money Personalities Further10m
Quiz1 practice exercise
Module 1: Financial Goals & Assessing Your Situation Quiz14m
Week
2
Hours to complete
2 hours to complete

Module 2: Budgeting and Cash Flow Management

In this module, we will discuss the importance of budgeting in the financial planning and management process, and resources available for cash flow management. Learners will be exposed to the basic process of budgeting, a panel discussion with practicing investment advisors, and a comparative discussion of the more common tools and methods for managing cash flows....
Reading
8 videos (Total 60 min), 1 reading, 2 quizzes
Video8 videos
Lecture: Budgeting Overview14m
Street Interview: How Can You Avoid Overspending?2m
Interview: Investment Advisor Interview7m
Vignette: Creating a Budget2m
Lecture: Financial Services14m
Lecture: Alternatives to Cash14m
Street Interview: What Are the Pros and Cons of Using a Credit Card?2m
Reading1 reading
Module 2 Overview10m
Quiz1 practice exercise
Module 2: Budgeting and Cash Flow Management Quiz20m
Hours to complete
2 hours to complete

Module 3: Saving Strategies

In this module you'll have the opportunity to explore best practices for building a saving habit and discuss barriers to saving. Mental accounting will be introduced and considered in terms of how it can affect saving behavior....
Reading
7 videos (Total 40 min), 2 readings, 2 quizzes
Video7 videos
Lecture: Why Save Money?8m
Lecture: How to Start Saving Money10m
Vignette: Set a Savings Goal2m
Lecture: Build a Savings Habit5m
Street Interview: What Are Some Barriers to Saving Money?1m
Lecture: Barriers to Saving8m
Reading2 readings
Module 3 Overview10m
Reading: America Saves15m
Quiz1 practice exercise
Module 3: Saving Strategies30m
Hours to complete
1 hour to complete

Module 4: The Time Value of Money

Understanding why the time value of money is a very important concept -- so important it has its own module!...
Reading
1 video (Total 14 min), 1 reading, 1 quiz
Reading1 reading
Module 4 Overview10m
Quiz1 practice exercise
Module 4: Time Value of Money20m
Week
3
Hours to complete
2 hours to complete

Module 5: Borrowing and Credit

The ability to use debt and credit to finance purchases has its advantages and disadvantages. Understanding topics related to loan repayment and how your borrowing and credit use behavior may impact your credit report is critical for being able to have access to debt and credit use in the future....
Reading
11 videos (Total 59 min), 1 reading, 1 quiz
Video11 videos
Lecture: Borrowing and Credit: Pros and Cons8m
Lecture: Loan Amortization Part One5m
Lecture: Loan Amortization Part Two6m
Lecture: Loan Amortization Part Three5m
Vignette: What Is a Credit Report?2m
Lecture: Credit Reports10m
Lecture: Credit Scores9m
Loan Denial Testimonial: Bad Credit History1m
Loan Denial Testimonial: No Credit History1m
Loan Denial Testimonial: Identity Theft1m
Reading1 reading
Module 5 Overview10m
Quiz1 practice exercise
Module 5: Borrowing and Credit20m
Hours to complete
2 hours to complete

Module 6: Investing

In this module you'll be introduced to investment terms and key investment strategies. This foundation will allow you to better understand investment choices and information that you'll encounter throughout your life....
Reading
7 videos (Total 48 min), 2 readings, 1 quiz
Video7 videos
Lecture: Introduction to Investing Terms13m
Lecture: Understanding Investment Risk6m
Street Interview: What Does It Mean to Diversify Investments?1m
Lecture: Diversify Your Investments9m
Vignette: When to Start Saving for Retirement?2m
Lecture: Investing Tips for Young Adults13m
Reading2 readings
Module 6 Overview10m
Building on Your Knowledge10m
Quiz1 practice exercise
Module 6 Investing34m
Week
4
Hours to complete
3 hours to complete

Module 7: Risk Management

This module covers risk related topics related to insurance, and introduces learners to the concept of personal risk tolerance and how it might impact individualized risk management strategies....
Reading
7 videos (Total 68 min), 2 readings, 2 quizzes
Video7 videos
Street Interview: Why Do You Buy Insurance?1m
Lecture: Insurance Basics21m
Street Interview: What Determines the Cost of Insurance?1m
Lecture: Life Insurance13m
Vignette: Are You Ready for Life Insurance?4m
Lecture: Insurance Risk Panel Discussion15m
Reading2 readings
Module 7 Overview10m
Financial Literacy Quiz5m
Quiz2 practice exercises
Post-Test Financial Literacy12m
Risk Management Quiz20m
Hours to complete
2 hours to complete

Module 8: Financial Planning as a Career

The module provides an overview of the career opportunities in financial planning. You will get to see what it is like to engage and assist people (clients) from a variety of walks-of life. This module is optional in terms of completion of the course certificate. There is no required assignment in this module....
Reading
8 videos (Total 57 min), 2 readings, 1 quiz
Video8 videos
Lecture: Financial Planning as a Career Part One8m
Mock-Up Video: Middle-Age Couple Meeting with a Financial Planner3m
Mock-Up Video: Young Client Meeting with a Financial Planner3m
Lecture: Financial Planning as a Career Part Two20m
Interview: Interview with a Financial Planner Video One8m
Interview: Interview with a Financial Planner Video Two7m
I Am A CFP® Pro: Campaign Spokepeople2m
Reading2 readings
Module 8 Overview10m
CFPPro.org10m
Quiz1 practice exercise
Financial Planning as a Career Quiz10m

Instructors

Avatar

Nicholas Paulson

Associate Professor
Department of Agricultural and Consumer Economics
Avatar

Kathryn L. Sweedler

Consumer Economics Educator
University of Illinois Extension
Avatar

Charles R. Chaffin

Director of Academic Programs and Initiatives
Certified Financial Planner Board of Standards

About University of Illinois at Urbana-Champaign

The University of Illinois at Urbana-Champaign is a world leader in research, teaching and public engagement, distinguished by the breadth of its programs, broad academic excellence, and internationally renowned faculty and alumni. Illinois serves the world by creating knowledge, preparing students for lives of impact, and finding solutions to critical societal needs. ...

Frequently Asked Questions

  • Once you enroll for a Certificate, you’ll have access to all videos, quizzes, and programming assignments (if applicable). Peer review assignments can only be submitted and reviewed once your session has begun. If you choose to explore the course without purchasing, you may not be able to access certain assignments.

  • When you purchase a Certificate you get access to all course materials, including graded assignments. Upon completing the course, your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile. If you only want to read and view the course content, you can audit the course for free.

More questions? Visit the Learner Help Center.