What will you learn in Financial Planning for Young Adults Course
Master the fundamentals of budgeting, saving, and investing
Learn how to manage debt and credit wisely
Understand insurance, retirement planning, and tax strategies
Build a long-term financial plan tailored to personal goals
Program Overview
Module 1: Introduction to Financial Planning
⏳ 1 week
Topics: Financial goals, personal net worth, financial decision-making
Hands-on: Create a personal financial snapshot
Module 2: Budgeting and Saving Strategies
⏳ 1 week
Topics: Cash flow, budgeting methods, savings plans
Hands-on: Build a customized budget using spending categories
Module 3: Understanding Credit and Debt
⏳ 1 week
Topics: Credit reports, FICO scores, managing debt wisely
Hands-on: Analyze a credit report and develop a repayment strategy
Module 4: Investing Basics
⏳ 1 week
Topics: Risk tolerance, asset classes, long-term investing
Hands-on: Build a sample diversified investment portfolio
Module 5: Insurance and Risk Management
⏳ 1 week
Topics: Types of insurance (life, health, property), risk protection
Hands-on: Evaluate personal insurance needs
Module 6: Retirement and Estate Planning
⏳ 1 week
Topics: 401(k), IRA, estate basics, wills and trusts
Hands-on: Project retirement needs and create a basic estate plan
Get certificate
Job Outlook
Personal finance knowledge is crucial across all professions
Opens paths to careers in financial planning, coaching, and education
Average salary for certified financial planners ranges from $70K–$120K+
Strong freelance and side-income potential via financial consulting
Specification: Financial Planning for Young Adults
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FAQs
- No prior finance or accounting knowledge is needed.
- Covers budgeting, saving, investing, debt, and credit.
- Explains retirement, insurance, and tax planning in simple terms.
- Focuses on practical, real-life financial skills.
- Suitable for students, young professionals, and anyone managing personal finances.
- Explains credit reports, FICO scores, and loan management.
- Teaches strategies to pay off debt efficiently.
- Covers responsible credit card usage and interest management.
- Hands-on exercises help analyze personal debt situations.
- Encourages long-term financial discipline and planning.
- Covers risk tolerance, asset classes, and portfolio diversification.
- Teaches long-term investing principles for beginners.
- Introduces 401(k), IRA, and other retirement accounts.
- Hands-on exercises include building a sample investment portfolio.
- Helps plan for long-term financial security.
- Covers life, health, property, and liability insurance.
- Teaches risk assessment and coverage selection.
- Includes exercises for evaluating personal insurance needs.
- Helps learners understand insurance policies and claims.
- Integrates risk management into overall financial planning.
- Opens opportunities in financial planning, coaching, and education.
- Provides strong foundation for freelance financial consulting.
- Enhances decision-making confidence in personal and professional finances.
- Prepares for managing long-term goals like home purchase or retirement.
- Average salary for certified financial planners: $70K–$120K+.
