Last week I shared Investing for Your Future, a fantastic 11-week home-study course for beginning investors with small dollar amounts to invest. This week I found a similar resource from UC Irvine, which offers a free online class in the fundamentals of personal financial planning. According to the course introduction:
This course is not intended to replace the professional financial planner, but to help to make the general public better consumers of financial planning advice. The course was created to help those who cannot afford extensive planning assistance better understand how to define and reach their financial goals. It provides basic understanding so informed decisions can be made. The course can also be seen as a reference for individual topics that are part of personal financial planning.
The course is divided into eight discrete modules, each of which contains a number of specific topics. (And each topic is divided into multiple pages.) This approach makes it easy to sit down and read through the information in chunks, whenever you have the spare time. The course modules cover topics like:
- Setting financial goals
- Figuring out where you are
- Preventing bad things from interrupting your goals
- Investment basics
- Funding retirement
- Funding education
- Estate planning
I haven’t read the entire course, but from what I’ve seen, there’s a lot of good information here. If you took the time to work through Investing for Your Future and Fundamentals of Personal Financial Planning, I believe you’d have an excellent grounding in the basics of saving and investing.
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