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课程概述

Financial Planning for Young Adults (FPYA), developed in partnership with the CFP Board, is designed to provide an introduction to basic financial planning concepts for young adults. The FPYA course is organized across eight separate modules within a 4-week window. Topics covered include financial goal setting, saving and investing, budgeting, financial risk, borrowing and credit. Because financial planning is such a personal topic, you will be encouraged to define your own financial goals and objectives while we discuss concepts and provide tools which can be applied in helping you reach those goals. Within each module, you will view a combination of traditional lecture style videos along with video vignettes that introduce financial topics for discussion among participants. The video vignettes provide a unique and exciting component to this course. Each vignette introduces a real-world scenario where financial decisions must be made and financial planning concepts can be applied. You will be challenged to think critically about each scenario and decide how you might come to a resolution if ever faced with a similar situation. Finally, the course also includes material throughout which is focused on career opportunities in financial planning, including video interviews with actual CFP® professionals and other professionals working in this exciting and growing career area. The final module in the class is devoted to the topic of financial planning as a career....

热门审阅

SB

May 10, 2021

this course is really beneficial, I highly recommend it to people of any age. I was in doubt about it because I read it is good for young people, but I learned a lot from this course. Thank you all.

DM

Jan 2, 2021

I learned a lot, things are very well explained and slow so that you don't miss anything and so that you understand everything perfectly. Its perfect for beginners and for young adults.

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276 - 青少年金融规划 的 300 个评论(共 322 个)

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