Free Online Financial Planning Course at UC Irvine

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Free Online Financial Planning Course at UC Irvine

Postby Dylan » Sun Jul 29, 2007 11:13 am

UC Irvine is offering a free, online (non-credit) course called, “Fundamentals of Personal Financial Planning,” as part of their OpenCourseWare progam. I gave it a quick once over, and it looks pretty good. Navigating through the lesson pages is a little awkward, and I had trouble getting everything to work in Safari (Firefox seemed to work fine) for Mac users. If you decide to check it out, please come back to this thread and reply with your comments. I am curious to see what others think of it. Here is the link and course description: ... c=1&page=1

This course was produced by a generous grant from the Certified Financial Planner Board of Standards and by the Distance Learning Center at the University of California, Irvine, under the OpenCourseWare Initiative. The purpose is to make a course which is designed to provide a comprehensive but easily understood overview of personal financial planning widely available to the general public.

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.

Financial planning, in the broadest sense, is an effort to manage all aspects of a person / family’s financial affairs. Classically, that begins with planning family spending and extends through risk management (insurance), taxes, wealth accumulation, investing, and wealth distribution (retirement and estate planning).

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