本课程是 The Fundamentals of Personal Finance 专项课程专项课程的一部分

4.6
星
116 个评分

Brian Walsh 另外 +1 位授课教师

10,558 人已注册

提供方

The Fundamentals of Personal Finance 专项课程SoFi

课程信息

30,154 次近期查看

This course is a general overview of a variety of personal finance topics - including budgeting, the importance of your credit score, cash flow, setting financial goals, and taxes.  Taught by two CERTIFIED FINANCIAL PLANNER™ Professionals, the concepts are broken down through videos, readings, and activities so you can apply what you are learning in real time. The course provides the foundation to build on for the rest of The Fundamentals of Personal Finance Specialization or as a standalone survey course to improve your understanding of basic personal finance terminology, as well as how they apply to your own financial situation. 
Whether you are just starting college, nearing retirement, or somewhere in between, this course will provide you with the knowledge to understand your money and actionable steps to manage your finances in the future. This course is geared towards learners in the United States of America.

可灵活调整截止日期

根据您的日程表重置截止日期。

可分享的证书

完成后获得证书

100% 在线

立即开始，按照自己的计划学习。

第 1 门课程（共 5 门）

The Fundamentals of Personal Finance 专项课程

初级

This course is for anyone with a desire to understand your current financial situation and learn the steps to reach your future financial goals.

完成时间大约为12 小时

英语（English）

对员工进行热门技能培训能否为您的公司带来益处？

体验 Coursera 企业版

您将获得的技能

Financial Planning (Business)
Credit Score
Taxes
goal setting
Budget

可灵活调整截止日期

根据您的日程表重置截止日期。

可分享的证书

完成后获得证书

100% 在线

立即开始，按照自己的计划学习。

第 1 门课程（共 5 门）

The Fundamentals of Personal Finance 专项课程

初级

This course is for anyone with a desire to understand your current financial situation and learn the steps to reach your future financial goals.

完成时间大约为12 小时

英语（English）

对员工进行热门技能培训能否为您的公司带来益处？

体验 Coursera 企业版

授课教师

授课教师评分

4.87/5 （46 个评分）

Brian Walsh

Senior Manager, Financial Planner

13,095 个学生

3 门课程

Lauren Anastasio

Senior Financial Planner

15,391 个学生

3 门课程

提供方

SoFi

SoFi’s mission is to help people reach financial independence to realize their ambitions. And financial independence doesn’t just mean being rich - it means getting to a point where your money works for the life you want to live. Everything we do is geared toward helping our members get their money right. We’re constantly innovating and building ways to give our members what they need to make that happen.

了解顶级公司的员工如何掌握热门技能

了解关于 Coursera for Business 的更多信息

授课大纲 - 您将从这门课程中学到什么

周

周 1

完成时间为 3 小时

Approaching Your Finances with Purpose

完成时间为 3 小时

16 个视频（总计 70 分钟）, 8 个阅读材料, 6 个测验

16 个视频

Course Introduction6分钟

The Basics of Financial Planning5分钟

Life Cycle of Financial Planning3分钟

Financial Planning in 6 Steps5分钟

Understand the Human Side of Personal Finances4分钟

Deep Dive into Personality 1 - Money Worship4分钟

Deep Dive into Personality 2 - Money Avoidance3分钟

Deep Dive into Personality 3 - Money Vigilance4分钟

Deep Dive into Personality 4 - Money Status4分钟

Managing Finances with a Partner – Where to Start4分钟

Managing Finances with a Partner – Joint Accounts, Separate Accounts or Some of Both?4分钟

Working with Your Partner on Finances2分钟

Understanding and Overcoming Loss Aversion4分钟

Understanding and Overcoming Hindsight Bias3分钟

Understanding and Overcoming Confirmation Bias3分钟

Understanding and Overcoming Reference Bias4分钟

8 个阅读材料

About Your Instructors1分钟

Activity - Financial Knowledge12分钟

Activity - Identify Interests, Fears, and Questions6分钟

Tips for Creating a Financial Plan5分钟

How to Plan for Your Future7分钟

Overview of Money Personalities10分钟

Activity-Take Your Money Personality Assessment (KSMI)10分钟

What is Behavioral Finance?5分钟

6 个练习

An Introduction to Financial Planning4分钟

The Financial Planning Process2分钟

Common Money Personalities Assessment5分钟

Roles and Responsibility5分钟

Behavioral Bias10分钟

Approaching Your Finances with Purpose30分钟

周

周 2

完成时间为 3 小时

Understanding Your Net Worth and Credit Score

完成时间为 3 小时

13 个视频（总计 64 分钟）, 7 个阅读材料, 7 个测验

13 个视频

What is Net Worth and Why Does it Matter?3分钟

Types of Assets - Understanding What You Own4分钟

Measuring and Assessing Your Liquidity3分钟

Types of Debt - Understanding What You Owe5分钟

Using Relay to Understand What You Own and Owe3分钟

What is a Credit Score and Why Does It Matter?4分钟

Who Determines Your Credit Score?4分钟

Key Components of Your Credit Score7分钟

What’s Your Credit Score?4分钟

How to Request and Review Your Credit Report4分钟

How to Improve Your Credit Score7分钟

9 Most Common Credit Score Mistakes4分钟

Protecting Your Credit4分钟

7 个阅读材料

What is an Asset?7分钟

What Are the Different Types of Debt?6分钟

Activity - Determine Your Assets, Liabilities, and Net Worth 10分钟

What is a FICO Score?5分钟

Activity - Obtain and Assess Your Credit Score 8分钟

Activity - Obtain Your Credit Report8分钟

How to Build Credit Over Time5分钟

7 个练习

Matching Assets to Categories3分钟

Matching Liabilities to Categories3分钟

The Ins and Outs of Credit Scores3分钟

The Components of Your Credit Score3分钟

Checking In on Your Credit Score3分钟

Improving Your Credit Score Over Time4分钟

Understanding Your Net Worth and Credit Score30分钟

周

周 3

完成时间为 3 小时

Assessing Your Cash Flow and Taxes

完成时间为 3 小时

11 个视频（总计 49 分钟）, 11 个阅读材料, 7 个测验

11 个视频

Understanding Cash Flow4分钟

Maximizing Your Cash Flow6分钟

Cash Flow Changes in Different Life Stages3分钟

Managing Uneven Cash Flow3分钟

Ways to Determine Your Cash Flow2分钟

Types of Taxes5分钟

How Income Tax Withholding Works4分钟

Understanding Your Key Tax Numbers5分钟

How Income Tax Brackets Work5分钟

Preparing to File Your Taxes3分钟

Taxes - DIY vs. Hiring a Pro3分钟

11 个阅读材料

What is Disposable Income?6分钟

How to Improve Personal Cash Flow6分钟

7 Life Events You Should Financially Prepare For7分钟

Activity - Calculate Your Monthly Cash Flow10分钟

Understanding Different Personal Finance Ratios6分钟

How to Evaluate Your Personal Finances5分钟

How Much of Your Paycheck Should You Save?6分钟

Why Your Debt to Income Ratio Matters4分钟

Activity - Calculate Your Financial Ratios10分钟

What Are the Different Types of Taxes?6分钟

How Income Tax Withholding Works4分钟

7 个练习

Match Income and Expenses to Categories3分钟

Calculating Cash Flow 3分钟

Ways to Determine Your Cash Flow1分钟

Key Ratios of Your Personal Finances6分钟

Types of Taxes4分钟

Tax Concepts8分钟

Assessing Your Cash Flow and Taxes30分钟

周

周 4

完成时间为 3 小时

Planning and Budgeting for Your Future

完成时间为 3 小时

14 个视频（总计 78 分钟）, 10 个阅读材料, 8 个测验

14 个视频

Budgeting Basics4分钟

There Isn’t One RIGHT Way to Budget5分钟

7 Tips for Budgeting Success5分钟

Setting Up Your Budget Using the 50/30/20 Approach6分钟

Checking in on Your Budget5分钟

Adjusting Your Budget as Life Happens6分钟

Ways to Reduce Your Spending6分钟

Ways to Increase Your Income6分钟

3 Types of Financial Goals8分钟

6 Tips to Achieve Your Financial Goals4分钟

A Framework for Your Next Money Move3分钟

Why the Order of Your Goals Matter4分钟

Applying the YNMM Framework to Your Finances6分钟

Setting SMART Financial Goals3分钟

10 个阅读材料

5 Different Types of Budgeting Methods8分钟

Activity - Identify Your Budgeting Approach6分钟

How To Make A Budget6分钟

Activity - Build Your Budget10分钟

Ways to Control Excessive Spending Habits7分钟

How to Set Money Goals4分钟

Smart Short Term Financial Goals to Set for Yourself4分钟

The Importance of Setting Your Long-Term Financial Goals6分钟

Activity - Identify Your Financial Goals10分钟

Investing vs. Saving: Finding a Balance4分钟

8 个练习

Different Ways to Budget4分钟

Establishing a Budget5分钟

Maintaining and Updating Your Budget3分钟

Define Common Financial Goals3分钟

Define the YNMM Framework2分钟

Steps in the YNMM Process1分钟

SMART Financial Goals2分钟

Planning and Budgeting for Your Future30分钟

审阅

4.6

45 条评论

5 stars
76.92%
4 stars
14.52%
3 stars
5.12%
2 stars
0.85%
1 star
2.56%

来自INTRODUCTION TO PERSONAL FINANCE的热门评论

由 ST 提供Feb 14, 2022

Easy to understand and broken down into smaller sections so it's not overwhelming.

由 MN 提供Jun 24, 2021

Great overall course that can help with your personal finances and if you are in a business can also help with your goals for that business

由 DR 提供May 22, 2022

Great Course.... I wish I would have seen this 30 years ago!

由 TV 提供Jun 16, 2021

I enjoyed taking the course. It was very easy and provided me with a lot of knowledge.

查看所有评论

关于 The Fundamentals of Personal Finance 专项课程

This Specialization is intended for anyone looking to take control of their finances. Through these five courses, you will cover a variety of personal finance topics, including budgets, investing, and managing risk. The readings, videos, and activities will prepare you to understand the current state of your money, as well as take actions to work toward your financial goals. This specialization is geared towards learners in the United States of America.

常见问题

我什么时候能够访问课程视频和作业？
讲座和作业的访问权限取决于您的注册类型。如果您以旁听模式参加课程，则可以免费查看大多数课程资料。要访问评分作业并获得证书，您需要在旁听期间或之后购买证书体验。如果看不到旁听选项：
课程可能不提供旁听选项。您可以尝试免费试用，也可以申请助学金。
课程可能会改为提供'完整课程，没有证书'。通过此选项，您可以查看所有课程材料、提交所要求的作业，以及获得最终成绩。这也意味着您将无法购买证书体验。
我订阅此专项课程后会得到什么？
您注册课程后，将有权访问专项课程中的所有课程，并且会在完成课程后获得证书。您的电子课程证书将添加到您的成就页中，您可以通过该页打印您的课程证书或将其添加到您的领英档案中。如果您只想阅读和查看课程内容，可以免费旁听课程。
有助学金吗？
是的。如果您负担不起学习计划的注册费，则可以在选择学习计划时申请助学金或奖学金。如果您选择的学习计划提供助学金或奖学金，则您将在描述页面上看到一个申请链接。

还有其他问题吗？请访问学生帮助中心。

培养员工技能，推动业务成果

探索 Coursera for Business

Introduction to Personal Finance

课程信息

您将获得的技能