Personal and Family Financial Planning will address many critical personal financial management topics in order to help you learn prudent habits both while in school and throughout your lifetime.
Personal & Family Financial Planning
Personal & Family Financial Planning
Instructor: Michael S. Gutter, Ph.D.
174,260 already enrolled
Included with 
Gain insight into a topic and learn the fundamentals.
4.6
(1,507 reviews)
15 hours to complete
3 weeks at 5 hours a week
Flexible schedule
Learn at your own pace
95%
Most learners liked this course
Skills you'll gain
Details to know
Shareable certificate
Add to your LinkedIn profile
Assessments
13 assignments
Taught in English
See how employees at top companies are mastering in-demand skills
Earn a career certificate
Add this credential to your LinkedIn profile, resume, or CV
Share it on social media and in your performance review
There are 9 modules in this course
Path to financial security and time value of money.
What's included
4 videos1 reading2 assignments1 discussion prompt
Managing your flows and reviewing your statements.
What's included
5 videos1 reading2 assignments1 discussion prompt
Income tax basics.
What's included
3 videos1 reading2 assignments1 discussion prompt
Credit basics.
What's included
4 videos1 reading2 assignments1 discussion prompt
Risk management basics and insurance overview.
What's included
4 videos1 reading2 assignments1 discussion prompt
Rules of investing; Debt and equity.
What's included
5 videos1 reading1 assignment1 discussion prompt
Mutual funds and managed portfolios; create a personal investment plan.
What's included
3 videos1 reading2 assignments1 discussion prompt
Putting your personal plan together.
What's included
2 videos1 reading
What's included
1 reading
Instructor
Instructor ratings
4.7 (424 ratings)Offered by
Recommended if you're interested in Finance
University of Michigan
Duke University
IESE Business School
University of California, Irvine
Why people choose Coursera for their career
Felipe M.
Learner since 2018
"To be able to take courses at my own pace and rhythm has been an amazing experience. I can learn whenever it fits my schedule and mood."
Jennifer J.
Learner since 2020
"I directly applied the concepts and skills I learned from my courses to an exciting new project at work."
Larry W.
Learner since 2021
"When I need courses on topics that my university doesn't offer, Coursera is one of the best places to go."
Chaitanya A.
"Learning isn't just about being better at your job: it's so much more than that. Coursera allows me to learn without limits."
Learner reviews
4.6
1,507 reviews
- 5 stars
72.58%
- 4 stars
19.33%
- 3 stars
4.83%
- 2 stars
1.72%
- 1 star
1.52%
Showing 3 of 1507
SK
4
Reviewed on Mar 30, 2020
Everything was good but what would have satisfied us more is the inclusion of Indian tax rules at least in the readings section but doctor was great in explaining all the complex terms with ease.
RA
5
Reviewed on Jul 18, 2020
I was great course . I learnt lot of thing about personal and family planning.set financial goal make worksheet and how to invest.it was amazing exeperience.
SY
5
Reviewed on May 25, 2020
It was a very interested and informative course .I thoroughly enjoyed this course. I have gained lots of knowledge regarding financial planning through this course.
New to Finance? Start here.
Open new doors with Coursera Plus
Unlimited access to 10,000+ world-class courses, hands-on projects, and job-ready certificate programs - all included in your subscription
Advance your career with an online degree
Earn a degree from world-class universities - 100% online
Join over 3,400 global companies that choose Coursera for Business
Upskill your employees to excel in the digital economy
Frequently asked questions
Access to lectures and assignments depends on your type of enrollment. If you take a course in audit mode, you will be able to see most course materials for free. To access graded assignments and to earn a Certificate, you will need to purchase the Certificate experience, during or after your audit. If you don't see the audit option:
The course may not offer an audit option. You can try a Free Trial instead, or apply for Financial Aid.
The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.
When you purchase a Certificate you get access to all course materials, including graded assignments. Upon completing the course, your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile. If you only want to read and view the course content, you can audit the course for free.
You will be eligible for a full refund until two weeks after your payment date, or (for courses that have just launched) until two weeks after the first session of the course begins, whichever is later. You cannot receive a refund once you’ve earned a Course Certificate, even if you complete the course within the two-week refund period. See our full refund policy.