Is IUx: Introduction to Personal Financial Planning beginner friendly?

Yes, this course is designed for beginners. It covers foundational concepts and requires no prior advanced knowledge in the subject area.

How long does it take to complete IUx: Introduction to Personal Financial Planning?

The total duration of the course is approximately 4 weeks. Since it is generally self-paced, completion time depends entirely on your learning schedule and availability.

Is this course more theory-focused or project-focused?

This course provides a strong mix of conceptual theory and practical application to ensure a comprehensive understanding of the subject matter.

Do I get a certificate after completing IUx: Introduction to Personal Financial Planning?

Yes, a certificate of completion is included, which you can add to your professional profile or resume to showcase your newly acquired skills.

Economics & Finance

IUx: Introduction to Personal Financial Planning

Name: IUx: Introduction to Personal Financial Planning
Price: 16517 INR
Availability: InStock

Understand how financial planning impacts your personal wealth over a lifetime. This course develops your ability to work with income statements, balance sheets, budgets, and taxes to achieve your financial goals.

radio_button_checkededX Subscription

₹12,510/yr

Get this course and thousands more with a edX Subscription subscription.

radio_button_uncheckedIndividual Course

₹165170

Keep the course forever with lifetime access and receive a certificate.

TeamsBilled annually • 14-day free trial

₹33,026

EnterpriseFor organizations with 50+ learners

Custom Pricing

Why choose Essentials (Small Teams)?

check

1 Academy,16 Self-Paced Courses

check

Self-Paced Learning ,Employee Upskilling

Compare all plansarrow_forward

verifiedGet this course for free with the Coursera Plus subscription.

✓ Compare courses before making a decision

Check Latest Price →

Price may vary. Check latest price on provider site.

Course Insight

Suitable for beginner learners. This course serves as an entry point into Economics & Finance, building foundational knowledge before moving on to advanced frameworks or specialized paths.

Beginner FriendlyCertification IncludedSelf-Paced LearningHands-On Learning

SKILLS TO
MASTER

Economics & Finance Basics

Fundamental principles and concepts

Practical Application

Real-world project implementation

Best Practices

Industry standard workflows and guidelines

Problem Solving

Core Concepts

Implementation

Workflow Integration

Optimization

Careers:Relevant for professionals pursuing roles within Economics & Finance.

Quick Facts

4 weeks

Below sections are verified from last major sync. For real-time updates and today's latest lectures, Check official page here.

What You’ll Learn

Define the scope of personal financial planning and understand its impact.
Utilize the SMART financial planning method.
Make progress toward your financial goals and avoid common mistakes.
Evaluate the services of financial planning professionals.
Classify assets and liabilities.
Use a formula to determine net worth.
Prepare and use financial statements, including budgets.
Account for rates of return and opportunity cost.
Determine the present value of single and multiple cash flows.
Review taxation basics including filing, deductions, exemptions, credits, and audits.
Understand options to defer or avoid taxes legally and responsibly.
Get ahead in a low interest rate environment.
Deepen your understanding of how money impacts your personal satisfaction.

See side-by-side differences in what you’ll learn

Description

Introduction to Personal Financial Planning is made possible by the Brian and Sheila Jellison Family Foundation.

The Introduction to Personal Financial Planning course is designed for individuals to build financial literacy, one of the most pressing needs Americans face today. Financial decisions made by individuals impact the larger community in significant ways with pervasive cost due to financial mistakes. A recent study by the Financial Industry Regulatory Authority (FINRA) reveals over 50% of Americans have less than $10,000 saved for retirement. In addition, over 50% of Americans have no emergency fund, unable to cope with an unexpected car repair without borrowing funds. Financial literacy is an urgent need for many.

In this course, you’ll gain the basic building blocks of financial literacy to build a secure foundation for your future.

This fast-paced course prepares you to:

Build a financial plan through a step-by-step approach designed to meet your personal financial objectives

Understand financial planning essentials including income statements, balance sheets, and budgets

Recognize how planning and timing impact your personal wealth over a lifetime

Go deeper into your understanding of taxes and how tax decisions impact your wealth

Identify obstacles to sound financial decisions, including common cognitive errors and confirmation biases

Discover valuable resources including personal financial planners

Explore the scope and purpose of personal finance and its role in the broader spectrum of financial knowledge

Appreciate how positive reinforcement and research-based evidence impact your financial goals

Build your money management skills through course videos, selected short readings, and self-paced activities. You’ll gain practical skills, understand the core concepts of financial planning, and achieve a broader understanding of how personal financial planning contributes to a successful and fulfilling life.

Improve your financial situation, net worth, and retirement plan by registering for the Personal Finance Program.

See how this course compares with alternatives