Financial Planning for Young Adults (FPYA), developed in partnership with the CFP Board, is designed to provide an introduction to basic financial planning concepts for young adults. The FPYA course is organized across seven separate modules, which are intended to be completed at a rate of approximately one week per module. Topics covered include financial goal setting, saving and investing, budgeting, financial risk, borrowing and credit. Because financial planning is such a personal topic, you will be encouraged to define your own financial goals and objectives while we discuss concepts and provide tools which can be applied in helping you reach those goals. Within each module, you will view a combination of traditional lecture style videos along with video vignettes that introduce financial topics for discussion among participants. The video vignettes provide a unique and exciting component to this course. Each vignette introduces a real-world scenario where financial decisions must be made and financial planning concepts can be applied. You will be challenged to think critically about each scenario and decide how you might come to a resolution if ever faced with a similar situation. Finally, the course also includes material throughout which is focused on career opportunities in financial planning, including video interviews with actual CFP® professionals and other professionals working in this exciting and growing career area. The final module in the class is devoted to the topic of financial planning as a career.
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Financial Planning as a Career Part Two
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Meeting with a Financial Planner: Video Two
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Interview with a Financial Planner: Video Two
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Meeting with a Financial Planner: Video One
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Interview with a Financial Planner: Video One
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Financial Planning as a Career Part One
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Borrowing and Credit: Pros and Cons
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Loans and Consumer Credit
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Loan Amortization Part Three
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Loan Amortization Part Two
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Loan Amortization Part One
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Insurance Risk Panel Discussion
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Risk Management Overview
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Investment Advisor Interview
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How to Start Saving Money
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Understanding Investment Risk
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Investing Tips for Young Adults
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Introduction to Investing Terms
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Diversify Your Investments
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