About this Course
This course explores financial planning and investment strategies across the consumer lifecycle. It covers investment theories, cognitive biases, and their impact on financial decisions. You'll analyze case studies to understand wealth building, evaluate financial planning and wealth management strategies, and discuss generational wealth transfer. The course also examines financial strategies for those in their 40s and 50s, considering retirement savings and alternative investments. Finally, it assesses the role of private market and non-traditional investments in early wealth accumulation. This course is part of the College of ACES suite of online programs, including the graduate-level certificate, "Land, Agriculture and Alternative Investing" that can be stacked toward a master's degree. To learn more about online programs from the College of ACES and explore ways to apply your Coursera work toward a degree program at the University of Illinois, visit ACES Online at acesonline.illinois.edu
What You'll Learn
- Understand investment theories and cognitive biases
- Analyze wealth management and financial planning
- Evaluate alternative investments in wealth accumulation
Prerequisites
- Basic computer skills
- Ability to read instructions in English
- No prior experience required
Instructors
Dr. Craig Lemoine
Director of Financial Planning, Associate Clinical Professor of Financial Planning