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Risk Management in Personal Finance
Coursera
Course
Unknown

Risk Management in Personal Finance

SoFi

This course teaches how to protect personal finances from unexpected events, covering insurance types, estate planning, and key considerations for financial security.

Unknown4 weeksEnglish13,110 enrolled

About this Course

This course is primarily aimed at those who want to understand more about how they can protect their finances from unexpected events. Taught by a CERTIFIED FINANCIAL PLANNER™ Professional, this course covers the role insurance plays into your financial plan, including what kinds of insurance to explore, how to determine how much insurance you need, and how different kinds of insurance works. The course includes life insurance, health insurance, disability insurance, homeowners insurance, renters insurance, auto insurance, and umbrella insurance. You will also learn about estate planning, including the documents involved and special considerations for new parents. This course helps you understand how protecting your money is an important part of financial planning. It is geared towards learners in the United States of America. It is part of The Fundamentals of Personal Finance specialization but can be taken as a standalone course as well

What You'll Learn

  • Understand how to protect personal finances from unexpected events
  • Recognize the role and types of insurance in financial planning
  • Determine appropriate insurance coverage amounts
  • Learn about estate planning and related documents
  • Understand special considerations for new parents
  • Appreciate the importance of financial protection

Prerequisites

  • Anyone interested in understanding risk management related to personal finances and goals

Instructors

B

Brian Walsh

Senior Manager, Financial Planner

Topics

Personal Development
Estate Planning
Insurance
Asset Protection
Needs Assessment
Risk Management
Financial Planning

Course Info

PlatformCoursera
LevelUnknown
PacingUnknown
PriceFree

Skills

التنمية الشخصية
التخطيط العقاري
التأمين
حماية الأصول
تقييم الاحتياجات
إدارة المخاطر
التخطيط المالي

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