Fundamentals of Personal Financial Planning

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6/10 stars
based on  7 reviews
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Cost FREE
Start Date TBA
Fundamentals of Personal Financial Planning

Course Details

Cost

FREE

Upcoming Schedule

  • TBA

Course Provider

Coursera online courses
Coursera's online classes are designed to help students achieve mastery over course material. Some of the best professors in the world - like neurobiology professor and author Peggy Mason from the University of Chicago, and computer science professor and Folding@Home director Vijay Pande - will supplement your knowledge through video lectures. They will also provide challenging assessments, interactive exercises during each lesson, and the opportunity to use a mobile app to keep up with yo...
Coursera's online classes are designed to help students achieve mastery over course material. Some of the best professors in the world - like neurobiology professor and author Peggy Mason from the University of Chicago, and computer science professor and Folding@Home director Vijay Pande - will supplement your knowledge through video lectures. They will also provide challenging assessments, interactive exercises during each lesson, and the opportunity to use a mobile app to keep up with your coursework. Coursera also partners with the US State Department to create “learning hubs” around the world. Students can get internet access, take courses, and participate in weekly in-person study groups to make learning even more collaborative. Begin your journey into the mysteries of the human brain by taking courses in neuroscience. Learn how to navigate the data infrastructures that multinational corporations use when you discover the world of data analysis. Follow one of Coursera’s “Skill Tracks”. Or try any one of its more than 560 available courses to help you achieve your academic and professional goals.

Provider Subject Specialization
Humanities
Sciences & Technology
4723 reviews

Course Description

Explore the basic personal financial planning concepts. Learn how to define and reach your financial goals. Apply the framework of personal financial planning to monitor your own finances, with special emphasis on lifecycle- specific topics, such as saving for education, student loans, or wealth management and estate planning.
Reviews 6/10 stars
7 Reviews for Fundamentals of Personal Financial Planning

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10/10 starsCompleted
4 years, 1 month ago
Some of the other students probably had a bad expectation. For basic financial knowledge, this was great. The instructor's method was helpful and easy to follow. There's more they could have covered but personal finance is a very complex thing that may be a never ending journey.
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Matt Pierce profile image
Matt Pierce profile image
6/10 starsCompleted
  • 8 reviews
  • 8 completed
6 years, 4 months ago
The first half of this course was a lot more engaging and interesting than the second half, but of course that could have just been me steadily losing interest. It was relatively dry, but quite informative. There was a bit of frustration surrounding some of the mathematics in the latter half of the course as well, which wasn't really covered at all in the lectures or in any resources given by the instructor (except for a short and somewhat unhelpful study guide given after a lot of the students had expressed their dismay). Overall, it is what it is. A basic overview of the fundamentals of personal finance. If you're interested in staying engaged with the material, it is a decent intro class.
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Magd profile image
Magd profile image
2/10 starsCompleted
  • 10 reviews
  • 9 completed
6 years, 8 months ago
I expected this course not to be of much use to me as it was to be US-centric, but I didn't anticipate that it will be as much US-centric as it was. People from outside of US - beware, you won't learn anything useful beyond the first week. The videos were a mistake - presentations with the voice recording added. The lectures were evidently recorded by reading them out from a prepared text - as a result the lecturer was speaking far too fast and was making mistakes that can happen when reading out loud, but not when you are talking to your students. The quality of the voice recordings themselves wasn't too good as well. The course could be improved by shifting from presenting strictly US-centric information to presenting general principles and directions of financial planning in general. It was done pretty well with calculating net worth or investments, but not at all in other topics. I would like to see more encouragement to critical... I expected this course not to be of much use to me as it was to be US-centric, but I didn't anticipate that it will be as much US-centric as it was. People from outside of US - beware, you won't learn anything useful beyond the first week. The videos were a mistake - presentations with the voice recording added. The lectures were evidently recorded by reading them out from a prepared text - as a result the lecturer was speaking far too fast and was making mistakes that can happen when reading out loud, but not when you are talking to your students. The quality of the voice recordings themselves wasn't too good as well. The course could be improved by shifting from presenting strictly US-centric information to presenting general principles and directions of financial planning in general. It was done pretty well with calculating net worth or investments, but not at all in other topics. I would like to see more encouragement to critical thinking about finances and raising awareness in general. Or, if all else fails and you don't want all of that - change the name of the course to 'US-centric personal financial planning'. The videos are also a thing with loads of room for improvement. The only thing that kept me going with this course was treating it as a cultural course for a me as an ESL student. I didn't pay attention to much detail, I tried to grasp general ideas and reasoning. It worked this way for me - but I doubt that it was the intention behind the course.
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Klippel Trenaunay profile image
Klippel Trenaunay profile image
8/10 starsCompleted
  • 12 reviews
  • 11 completed
6 years, 8 months ago
I liked the content. It was frustrating that some of the content was not covered in the lectures that was asked on the quizzes. They did seem to rebound and in the end it was a an okay class. I had no expectations. I took this course because my daughter did and so I was supporting her. I would like to see the information on the quizzes covered better in the lectures This course complimented my other finance course very well as it covered what the other class didn't. This class was not as organized as the rest of the classes I have taken, I do understand that this is a new concept and I look forward to seeing how this class evolves .
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Krista Garver profile image
Krista Garver profile image
5/10 starsCompleted
  • 11 reviews
  • 10 completed
6 years, 8 months ago
This course was a seven-week introduction to personal finance. It covered making financial goals, taxes, retirement/college planning, insurance, investing, and estate planning. Overall, I felt that I learned a few things in this course, but not as much as I had hoped. I felt that some of the easier content was covered at a way too basic level, whereas the more advanced content was just glossed over. The lectures were PowerPoint slides with a voice stream added. They were not very exciting, and often there was a lot more information on the slides than in the voice stream, so it was difficult to follow. It was easier to just download and read the slides, which included the audio script. Not all of the content for the quizzes was covered in the lectures, but there were many suggested readings each week. There was one peer-review assignment, which I thought was pretty good. The scenario was that a friend asked for financial advice on a v... This course was a seven-week introduction to personal finance. It covered making financial goals, taxes, retirement/college planning, insurance, investing, and estate planning. Overall, I felt that I learned a few things in this course, but not as much as I had hoped. I felt that some of the easier content was covered at a way too basic level, whereas the more advanced content was just glossed over. The lectures were PowerPoint slides with a voice stream added. They were not very exciting, and often there was a lot more information on the slides than in the voice stream, so it was difficult to follow. It was easier to just download and read the slides, which included the audio script. Not all of the content for the quizzes was covered in the lectures, but there were many suggested readings each week. There was one peer-review assignment, which I thought was pretty good. The scenario was that a friend asked for financial advice on a variety of topics and you had to make recommendations. It was a nice exercise to start thinking about practical applications of the information. IMO, the most useful part of the class was the section on retirement and college planning. The instructor went through a couple of detailed examples on how to use a simple financial calculator to figure out how much money you should be putting away to reach your financial goals. Otherwise, the coverage of most of the content was very cursory. As others have said, the course is very U.S.-centric, and much of the information is probably not very generalizable.
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Bright eyes profile image
Bright eyes profile image
1/10 starsCompleted
  • 5 reviews
  • 5 completed
6 years, 8 months ago
Dropped it after a few weeks. So dry Boring and not engaged in any way. It was a series of slides No explanation or discussion.
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David profile image
David profile image
2/10 starsCompleted
  • 1 review
  • 1 completed
6 years, 8 months ago
This course was plagued by technical problems from the start. Some were fixed; some weren't. The content was superficial and most references pointed to online sources such as SSA. There was no meaningful faculty participation (though there was not supposed to be) and there were a number of errors or omissions. The quizzes were not psychometrically sound and the discussions were largely off the mark. This course calls into question the whole concept of the MOOC. Frankly, a short essay (5-10 pages) with links would have been much more useful.
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