Personal Financial Planning
Planning a household's finances in the US: budgeting, debt, insurance, 401(k)s and IRAs, 529 plans, Social Security, investing, tax and estates.
FIN-360 Year 3 3 credits 12 lessons planned ▶ Video lessons coming soon
Offered by HSM University · Finance
Course content
- 1The financial planning processComing
- 2Budgets, cash flow and emergency fundsComing
- 3Credit, debt and credit scoresComing
- 4Buying a home and mortgagesComing
- 5Insurance: life, disability and healthComing
- 6Tax-advantaged accounts: 401(k), IRA, HSA and 529Coming
- 7Investing for individualsComing
- 8Personal income tax planningComing
- 9Retirement income: Social Security and withdrawalsComing
- 10Estate planning, wills and powers of attorneyComing
- 11Ethics and regulation of financial adviceComing
- 12Capstone: a complete financial planComing
Requirements
Recommended background. You can start any course at any time.
Description
Planning a household's finances in the US: budgeting, debt, insurance, 401(k)s and IRAs, 529 plans, Social Security, investing, tax and estates.
Part of the Business stream, typically taken in year 3.