When will I receive my Course Certificate?

If you complete the course successfully, your electronic Course Certificate will be added to your Accomplishments page - from there, you can print your Course Certificate or add it to your LinkedIn profile.

Why can’t I audit this course?

This course is currently available only to learners who have paid or received financial aid, when available.

Is financial aid available?

Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.

Personal Financial Planning

Personal Financial Planning

This course is part of Personal Financial Planning Specialization

Instructor: Pearson

Included with Learn more

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1 module

Gain insight into a topic and learn the fundamentals.

Beginner level

Recommended experience

4 hours to complete

Flexible schedule

Learn at your own pace

1 module

Gain insight into a topic and learn the fundamentals.

Beginner level

Recommended experience

4 hours to complete

Flexible schedule

Learn at your own pace

What you'll learn

Assess your financial health by analyzing your net worth, income, expenses, and personal financial ratios.
Apply the financial planning process to create a personalized budget and achieve your financial goals.

Skills you'll gain

Details to know

Shareable certificate

Add to your LinkedIn profile

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Build your subject-matter expertise

This course is part of the Personal Financial Planning Specialization

When you enroll in this course, you'll also be enrolled in this Specialization.

Learn new concepts from industry experts
Gain a foundational understanding of a subject or tool
Develop job-relevant skills with hands-on projects
Earn a shareable career certificate

There is 1 module in this course

Take control of your financial future and build a clear roadmap for your goals in this practical course. You will learn to apply the essential steps of the financial planning process, from calculating your net worth using a balance sheet to analyzing your income and expenses. By computing key financial ratios and mastering core principles, you will develop the skills to make informed decisions. You will leave the course with a comprehensive financial plan in the form of a personalized budget to achieve your long term aspirations.

This course equips you with the fundamentals of personal financial planning. You'll learn to set meaningful financial goals, understand the personal financial planning process and guiding principles, calculate your net worth, analyze income and expenses, and compute financial ratios. By the end of this course, you'll also be familiar with a personalized budget to lay the groundwork for your financial future.

What's included

1 video2 assignments4 app items4 plugins

1 videoTotal 3 minutes

Introduction to Personal Financial Planning3 minutes

2 assignmentsTotal 120 minutes

Graded Quiz60 minutes
Practice Quiz60 minutes

4 app itemsTotal 105 minutes

Reading: The Personal Financial Planning Process, Setting Goals and Career Considerations pp. 2-1830 minutes
Reading: The 10 Principles of Personal Finance pp. 19-2820 minutes
Reading: Personal Financial Statements pp. 32-4325 minutes
Reading: Financial Ratios, Record Keeping and Budgeting pp. 44-5830 minutes

4 pluginsTotal 20 minutes

Interactive: The 5 Steps of Personal Financial Planning5 minutes
Interactive: 10 Principles of Personal Finance5 minutes
Interactive: Personal Balance Sheet Components5 minutes
Interactive: Financial Ratios5 minutes

Earn a career certificate

Add this credential to your LinkedIn profile, resume, or CV. Share it on social media and in your performance review.

Instructor

Pearson

152 Courses179 learners

Offered by

Pearson

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Frequently asked questions

Yes, you can preview the first video and view the syllabus before you enroll. You must purchase the course to access content not included in the preview.

If you decide to enroll in the course before the session start date, you will have access to all of the lecture videos and readings for the course. You’ll be able to submit assignments once the session starts.

Once you enroll and your session begins, you will have access to all videos and other resources, including reading items and the course discussion forum. You’ll be able to view and submit practice assessments, and complete required graded assignments to earn a grade and a Course Certificate.