Financial Planning for Young Adults
Learn critical financial planning strategies and investment principles to build a strong foundation for long-term financial security and wealth management.
Learn critical financial planning strategies and investment principles to build a strong foundation for long-term financial security and wealth management.
Discover fundamental financial planning concepts tailored for young adults. This course, developed with the CFP Board, covers goal setting, saving, investing, budgeting, risk management, and borrowing. Learn to define personal financial objectives and apply practical tools to achieve them. Engage with real-world scenarios, develop critical thinking skills, and explore career opportunities in financial planning.
4.6
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English
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What you'll learn
Understand the importance of setting financial goals and assessing your current financial situation
Develop effective budgeting and cash flow management strategies
Learn saving techniques and overcome common barriers to saving
Understand the time value of money and its impact on financial decisions
Explore borrowing concepts, credit management, and the importance of credit reports
Gain knowledge of basic investment strategies and risk management
Skills you'll gain
This course includes:
4.8 Hours PreRecorded video
11 assignments
Access on Mobile, Tablet, Desktop
FullTime access
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There are 9 modules in this course
This course provides a comprehensive introduction to financial planning concepts for young adults. Developed in partnership with the CFP Board, it covers essential topics such as financial goal setting, saving and investing, budgeting, financial risk, borrowing, and credit. The curriculum is designed to help learners define their own financial goals while providing tools and knowledge to achieve them. Through a combination of traditional lectures, video vignettes presenting real-world scenarios, and interactive discussions, students will develop critical thinking skills and practical financial planning abilities. The course also includes insights into career opportunities in financial planning, featuring interviews with CFP® professionals.
Orientation
Module 1 · 2 Hours to complete
Module 1: Setting Financial Goals and Assessing Your Situation
Module 2 · 2 Hours to complete
Module 2: Budgeting and Cash Flow Management
Module 3 · 2 Hours to complete
Module 3: Saving Strategies
Module 4 · 2 Hours to complete
Module 4: The Time Value of Money
Module 5 · 1 Hours to complete
Module 5: Borrowing and Credit
Module 6 · 1 Hours to complete
Module 6: Investing
Module 7 · 1 Hours to complete
Module 7: Risk Management
Module 8 · 2 Hours to complete
Module 8: Financial Planning as a Career
Module 9 · 2 Hours to complete
Fee Structure
Payment options
Financial Aid
Instructors
Expert in Financial Planning Education and Academic Leadership
Dr. Charles R. Chaffin serves as Director of Academic Programs and Initiatives at CFP Board while maintaining connections with the University of Illinois Urbana-Champaign, where he earned his doctorate in Education. His distinguished career spans both academic and professional realms, focusing on developing financial planning education and research. As Director of the Academic Home at the Center for Financial Planning, he leads crucial initiatives including the Academic Research Colloquium and serves as Executive Editor of Financial Planning Review. His research portfolio includes numerous publications on cognitive learning, educational psychology, and financial planning pedagogy. He has edited multiple editions of the Financial Planning Competency Handbook and leads the CFP Board Book Series published by Wiley. His expertise in curriculum development and educational psychology has influenced financial planning education across the United States through his oversight of CFP Board Registered Programs. Through his course "Financial Planning for Young Adults" on Coursera, he continues to make financial education more accessible while advancing the field's academic foundations.
Expert in Farm Management and Agricultural Economics
Dr. Nicholas Paulson is the Gardner Hinderliter Professor of Farm Management and Associate Head in the Department of Agricultural and Consumer Economics at the University of Illinois Urbana-Champaign. He specializes in teaching undergraduate courses that cover small business finance, business planning, and international agribusiness. Dr. Paulson's research focuses on finance, risk management, and policy issues pertinent to commercial agriculture, aiming to provide practical solutions for the agricultural sector. He holds both a Master’s and a Ph.D. in economics from Iowa State University and has a background rooted in agriculture, having grown up on his family's grain farm in southeastern Minnesota. Through his academic and extension programs, he plays a vital role in advancing knowledge and practices that support the financial sustainability of agricultural enterprises.
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4.6 course rating
1,301 ratings
Frequently asked questions
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