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.
Sponsored by Barbados NTI
175,319 already enrolled
Gain insight into a topic and learn the fundamentals.
4.6
(1,509 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
- Portfolio Management
- Tax Planning
- Financial Reporting
- Tax
- Investments
- Financial Management
- General Finance
- Financial Statements
- Wealth Management
- Management Accounting
- Investment Management
- Finance
- Financial Planning
- Budgeting
- Financial Accounting
- General Accounting
- Corporate Finance
- Budget Management
- Income Tax
- Financial Analysis
Details to know
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Assessments
13 assignments
Taught in English
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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 (425 ratings)Offered by
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Learner reviews
4.6
1,509 reviews
- 5 stars
72.60%
- 4 stars
19.32%
- 3 stars
4.83%
- 2 stars
1.72%
- 1 star
1.52%
Showing 3 of 1509
SP
4
Reviewed on Jun 12, 2020
It was good to be financially educated. The course taught us to be disciplined in financial matters. The planning from the day one till the retirement is utmost necessary. Thanks to the instructor
V
5
Reviewed on Sep 27, 2020
Learnt a lot about credit, risk management and investing. The teacher Michael Gutter was fantastic. Kept it simple and easy. I hope he does a course on equities and trading someday.
SC
5
Reviewed on Jun 27, 2020
It was a very informative course for all those who would like to manage their funds effectively, and understand various ways in which their money works for them.
Recommended if you're interested in Business
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