Introduction to Personal Financial Planning

Overview

This course is part of a Professional Certificate

The Introduction to Personal Financial Planning course from Indiana University - IUx is designed for individuals to build financial literacy, one of the most pressing needs Americans face today. 

Financial decisions made by individuals impact the larger community in significant ways with pervasive cost due to financial mistakes. 

In this course, you’ll gain the basic building blocks of financial literacy to build a secure foundation for your future.

This fast-paced course prepares you to:

• Build a financial plan through a step-by-step approach designed to meet your personal financial objectives

• Understand financial planning essentials including income statements, balance sheets, and budgets

• Recognize how planning and timing impact your personal wealth over a lifetime

• Go deeper into your understanding of taxes and how tax decisions impact your wealth

• Identify obstacles to sound financial decisions, including common cognitive errors and confirmation biases

• Discover valuable resources including personal financial planners

• Explore the scope and purpose of personal finance and its role in the broader spectrum of financial knowledge

• Appreciate how positive reinforcement and research-based evidence impact your financial goals