John Wiley & Sons

Personal Finance Foundations 专项课程

John Wiley & Sons

Personal Finance Foundations 专项课程

Take Charge of Your Financial Future.

Build in‑demand financial literacy skills that pay off in your career and your life.

包含在 Coursera Plus

深入学习学科知识
初级 等级

推荐体验

4 周 完成
在 10 小时 一周
灵活的计划
自行安排学习进度
深入学习学科知识
初级 等级

推荐体验

4 周 完成
在 10 小时 一周
灵活的计划
自行安排学习进度

您将学到什么

  • Develop the financial mindset professionals use — including risk tolerance, SMART goals & behavioral bias tools — to make confident money decisions

  • Use compound interest and time value of money calculations to evaluate saving, borrowing, and investing decisions.

  • Build a personal balance sheet and budget to track net worth, manage cash flow, and create a personalized financial plan.

  • Analyze diverse income sources — employment, self-employment, investment, capital gains, and government benefits — to grow and protect wealth.

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授课语言:英语(English)
最近已更新!

May 2026

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精进特定领域的专业知识

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  • 通过 John Wiley & Sons 获得职业证书

专业化 - 3门课程系列

Financial Well-Being Foundations

Financial Well-Being Foundations

第 1 门课程, 小时

您将学到什么

  • Describe how your financial knowledge, experience, risk tolerance, and feelings of control influence the way you view the financial world.

  • Explain how your human and social capital relate to your financial well-being.

  • Discuss how financial risk tolerance relates to financial goal achievement.

  • Describe strategies to overcome mental biases and improve financial decision making and well-being.

您将获得的技能

类别:Self-Awareness
类别:Goal-Oriented
类别:Finance
类别:Risk Analysis
类别:Goal Setting
类别:Personal Development
类别:Financial Acumen
类别:Wealth Management
类别:Self-Discipline
类别:Risk Management
类别:Cost Benefit Analysis
类别:Decision Making
类别:Risk Appetite
类别:Consumer Behaviour
类别:Behavioral Economics
类别:Smart Goals
类别:Financial Management
类别:Financial Planning
类别:Psychology
类别:Human Capital
Financial Tools and Planning

Financial Tools and Planning

第 2 门课程, 小时

您将学到什么

  • Calculate the effect of time and interest on financial decisions pertaining to planning, investing, and borrowing.

  • Describe how to use a balance sheet as a financial-management tool to track changes in assets, liabilities, and net worth.

  • Explain how to use a personal budget to track and forecast cash flow to achieve financial goals.

  • Describe how to create a personal financial plan.

您将获得的技能

类别:Budget Management
类别:Decision Making
类别:Financial Management
类别:Cash Management
类别:Financial Analysis
类别:Investments
类别:Financial Planning
类别:Market Dynamics
类别:Financial Market
类别:Cash Flow Forecasting
类别:Budgeting
类别:Expense Management
类别:Balance Sheet
类别:Economics
类别:Finance
类别:Loans
类别:Cash Flows
类别:Market Analysis
类别:Financial Statements
类别:Growth Strategies
Income, Wealth, and Benefits

Income, Wealth, and Benefits

第 3 门课程, 小时

您将学到什么

  • Discuss how to create wealth through increasing income, limiting expenses, and investing in your human capital.

  • Compare the financial pros and cons of self-employment and the different ways to structure a business.

  • Explain how to use capital assets to produce income and build wealth.

  • Explain financial safety-net programs available to employees and those living in the United States.

您将获得的技能

类别:Compensation Strategy
类别:Asset Management
类别:Organizational Structure
类别:Benefits Administration
类别:Cash Management
类别:Compensation Management
类别:Tax Planning
类别:Personal Development
类别:Income Tax
类别:General Finance
类别:Risk Management
类别:Professional Development
类别:Human Capital
类别:Business Management
类别:Entrepreneurship
类别:Cash Flows
类别:Compensation and Benefits
类别:Financial Planning
类别:Tax
类别:Wealth Management

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位教师

Wiley Skills Network
John Wiley & Sons
96 门课程5,390 名学生

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