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Financial Planning for Young Adults
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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.

Course Cost

₹ 2,699

Beginner

Skill Level

15 Hours

Self-paced lessons

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.

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4.6

1,51,814 Enrolled

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Charles R. Chaffin

Charles R. Chaffin

Nicholas Paulson

Nicholas Paulson

English

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Provider Logo
olive-leaves-logo

4.6

1,51,814 Enrolled

olive-leaves-logo

English

Charles R. Chaffin

Charles R. Chaffin

Nicholas Paulson

Nicholas Paulson

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

  • Understand the fundamentals of insurance and personal risk tolerance

  • Explore career opportunities in the field of financial planning

Skills you'll gain

Financial Planning
Budgeting
Investing
Risk Management
Credit Management

This course includes:

4.8 Hours PreRecorded video

11 assignments

Access on Mobile, Tablet, Desktop

FullTime access

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Share your certificate with prospective employers and your professional network on LinkedIn.

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Share your certificate with prospective employers and your professional network on LinkedIn.

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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

Reviews

Testimonials and success stories are a testament to the quality of this program and its impact on your career and learning journey. Be the first to help others make an informed decision by sharing your review of the course.

Faculties

These are the expert instructors who will be teaching you throughout the course. With a wealth of knowledge and real-world experience, they're here to guide, inspire, and support you every step of the way. Get to know the people who will help you reach your learning goals and make the most of your journey.

Charles R. Chaffin
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4.7

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569

Reviews

1,53,244

Students

1

Course

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.
Nicholas Paulson
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4.7

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574

Reviews

1,55,671

Students

3

Courses

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.
Kathryn L. Sweedler
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4.7

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574

Reviews

1,54,048

Students

1

Course

Kathryn L. Sweedler is a dedicated Consumer Economics Educator at the University of Illinois Urbana-Champaign, where she leads consumer economics programming across a four-county area in central Illinois, focusing on financial management for individuals and families. A graduate of the University of California at Davis with a degree in home economics, she furthered her education with a master's degree in family and consumer resources from the University of Arizona. Since 2011, Sweedler has been an Extension Educator, providing research-based information and innovative strategies to help people improve their financial behaviors. She is passionate about reaching diverse audiences through initiatives like the Financial Wellness program, which employs peer educators to teach financial literacy to college students, and her Plan Well, Retire Well Blog that engages young adults via social media. Additionally, she co-created the Coursera course "Personal Finance for Young Adults" and recently revised the money management curriculum "All My Money: Change for the Better." Recognized for her impactful contributions to financial education, Sweedler has received multiple awards, including the Internet Education Communications National Award from NEAFCS. Her commitment to enhancing financial security for individuals, particularly as they plan for later life, underscores her vital role in consumer education.
Financial Planning for Young Adults

Beginner

Skill Level

15 Hours

Self-paced lessons

Course Cost

₹ 2,699

Completion

CERTIFICATE

Frequently asked Questions

Below are some of the most commonly asked questions about this course. We aim to provide clear and concise answers to help you better understand the course content, structure, and any other relevant information. If you have any additional questions or if your question is not listed here, please don't hesitate to reach out to our support team for further assistance.