The Fundamentals of Personal Finance Specialization

This course is designed for anyone who currently has, or will have in the future have, savings goals. Learners will come to understand the importance of compounding growth, the variables that impact setting goals like retirement savings, and how much money you need to save now to reach future goals. The course will help learners think through individual goals, like retirement, but also how those goals fit into your bigger financial picture. For example, saving for retirement, buying a home, and funding college for your kids all at the same time. The instructors will also cover how preparing for emergencies can prevent the derailment of those financial goals.

The concepts covered in this course are broad but through the activities offered, learners will see how to apply what they are learning about saving money for the future to their lives now. This course is geared towards learners in the United States of America.

This course is aimed at anyone who has debt, is thinking of taking on debt, or wants to better understand debt as part of your overall financial picture. It covers a variety of debt types, as well as debt payment options. The course will help you assess your current debt situation and understand the paths to paying off your debt. This includes categories such as mortgages, credit card debt, and student loans. Learn how to differentiate between good and bad debt, as well as how to think about debt as you work towards your financial goals. This course is geared towards learners in the United States of America.

This is primarily aimed at novice investors who want to better understand the concept of investing and how it can fit into their overall financial plan. Taught by a CERTIFIED FINANCIAL PLANNER™ Professional, this course will cover different investment vehicles, risk tolerance, diversification, and the difference between active and passive investing, as well as investment fees and taxes.

Whether you are just getting started investing or want to play a more active role in your investment decisions, this course can provide you the knowledge to feel comfortable in the investing decisions you make for yourself and your family. This course is geared towards learners in the United States of America.

This course is primarily aimed at those who want to understand more about how they can protect their finances from unexpected events. Taught by a CERTIFIED FINANCIAL PLANNER™ Professional, this course covers the role insurance plays into your financial plan, including what kinds of insurance to explore, how to determine how much insurance you need, and how different kinds of insurance works. The course includes life insurance, health insurance, disability insurance, homeowners insurance, renters insurance, auto insurance, and umbrella insurance. You will also learn about estate planning, including the documents involved and special considerations for new parents.

This course helps you understand how protecting your money is an important part of financial planning. It is geared towards learners in the United States of America. It is part of The Fundamentals of Personal Finance specialization but can be taken as a standalone course as well.