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Overview
Financial decisions made by individuals impact the larger community in significant ways with pervasive cost due to financial mistakes.
In this edX - online learning platform course, you’ll gain the basic building blocks of financial literacy to build a secure foundation for your future.
Outcomes
This Introduction to Personal Financial Planning 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
Programme Structure
Topics include:
- Finance as a Field of Study and the Personal Financial Planning Process
- Financial Statements and Budgeting
- Taxation Concepts and Tax Planning
- Key topics and strategies for Personal Financial success
Key information
Duration
- Part-time
- 1 months
- 4 hrs/week
Start dates & application deadlines
You can apply for and start this programme anytime.
Language
English
Delivered
Online
- Self-paced
Campus Location
- Portland, United States
Disciplines
Finance View 120 other Short Courses in Finance in United StatesWhat students do after studying
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Academic requirements
We are not aware of any specific GRE, GMAT or GPA grading score requirements for this programme.
English requirements
We are not aware of any English requirements for this programme.
Other requirements
General requirements
- Level: Introductory
- Good reading comprehension
- Basic arithmetic
- Willingness to learn
Tuition Fees
Tuition fees are shown in and the most likely applicable fee is shown based on your nationality.
-
International Applies to you
Applies to youNon-residents199 USD / full≈ 199 USD / full - Out-of-State199 USD / full≈ 199 USD / full
Additional Details
- Add a Verified Certificate for $199 USD
- Limited access: free
Funding
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