Fundamentals of Personal Financial Planning

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This free, self-paced web course called Fundamentals of Personal Financial Planning is hosted by UC Irvine. It is an excellent, comprehensive course with much to offer and I highly recommend it. It thoroughly covers all areas of financial planning in an easy to use format. Each module is separate and easy to refer back to based on the information you need. Access the course below or go to the course page.

General Course Information

• Read First: Course Introduction

Module #1: Your Financial Goals

• Introduction: Goals
• Determining Goals
• Changing Words Into Numbers
• Doing the Math
• Preparing to Plan

Module #2: Figuring Out Where You Are

• Introduction – Figuring Out Where You Are
• Creating a Net Worth Statement
• Creating a Cash Flow Statement

Module #3: Taxation

• Taxation

Module #4: Defense – Keeping Bad Things From Interrupting Your Goals

• Introduction – Defense
• Property & Casualty Insurance
• Life & Disability Insurance
• Long-Term Care Insurance

Module #5: Investing

• Investment Basics

Module #6: Funding Retirement

• Introduction – Funding Retirement
• Social Security & Retirement
• Retirement Plans
• Medical Care in Retirement
• Calculating Retirement Need

Module #7: Funding Education

• Funding Education: College Planning

Module #8: Estate Planning

• Estate Planning Basics

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