Personal Financial Planning

Overview

Google, IBM & Meta Certificates – 40% Off

One plan covers every Professional Certificate on Coursera.

Take control of your financial future and build a clear roadmap for your goals in this practical course. You will learn to apply the essential steps of the financial planning process, from calculating your net worth using a balance sheet to analyzing your income and expenses. By computing key financial ratios and mastering core principles, you will develop the skills to make informed decisions. You will leave the course with a comprehensive financial plan in the form of a personalized budget to achieve your long term aspirations.

Syllabus

Personal Financial Planning

This course equips you with the fundamentals of personal financial planning. You'll learn to set meaningful financial goals, understand the personal financial planning process and guiding principles, calculate your net worth, analyze income and expenses, and compute financial ratios. By the end of this course, you'll also be familiar with a personalized budget to lay the groundwork for your financial future.