Fundamentals of Personal Financial Planning

• Read First: Course Introduction

Module #1: Your Financial Goals

• Introduction: Goals
• Determining Goals
• Changing Words Into Numbers
• Doing the Math
• Preparing to Plan

Module #2:  Figuring Out Where You Are

• Introduction - Figuring Out Where You Are
• Creating a Net Worth Statement
• Creating a Cash Flow Statement

Module #3:  Taxation

• Taxation

Module #4:  Defense - Keeping Bad Things From Interrputing Your Goals

• Introduction - Defense
• Property & Casualty Insurance
• Life & Disability Insurance
• Long-Term Care Insurance

Module #5:  Investing

• Investment Basics

Module #6:  Funding Retirement

• Introduction - Funding Retirement
• Social Security & Retirement
• Retirement Plans
• Medical Care in Retirement
• Calculating Retirement Need

Module #7:  Funding Education

• Funding Education: College Planning

Module #8:  Estate Planning

• Estate Planning Basics