Saving Money for the Future
Master personal finance strategies: Build emergency funds, create budgets, invest wisely, and plan for retirement and education while managing debt effectively.
Master personal finance strategies: Build emergency funds, create budgets, invest wisely, and plan for retirement and education while managing debt effectively.
This course cannot be purchased separately - to access the complete learning experience, graded assignments, and earn certificates, you'll need to enroll in the full The Fundamentals of Personal Finance Specialization program. You can audit this specific course for free to explore the content, which includes access to course materials and lectures. This allows you to learn at your own pace without any financial commitment.
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English
Tiếng Việt
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What you'll learn
Develop effective emergency fund strategies
Plan for retirement and calculate needed savings
Create strategies for education funding
Manage multiple savings goals effectively
Understand compound growth and investment options
Skills you'll gain
This course includes:
2 Hours PreRecorded video
23 assignments
Access on Mobile, Tablet, Desktop
FullTime access
Shareable certificate
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There are 4 modules in this course
This comprehensive course focuses on developing effective saving strategies for various financial goals. Students learn about emergency funds, retirement planning, education savings, and major purchases like homes. The curriculum covers key concepts including compound growth, investment vehicles, and goal setting. Through practical exercises and real-world examples, learners develop skills to create and implement successful saving plans.
Building Your Financial Foundation
Module 1 · 2 Hours to complete
Funding Your Financial Freedom
Module 2 · 3 Hours to complete
Saving for Other Milestones
Module 3 · 1 Hours to complete
Funding Your Child's Education
Module 4 · 2 Hours to complete
Fee Structure
Instructor
Distinguished Financial Planning Expert and Educational Leader
Brian Walsh serves as Senior Manager of Financial Planning at SoFi, bringing extensive expertise in personal finance and investment management. His impressive credentials include being a CERTIFIED FINANCIAL PLANNER™ Professional, holding Chartered Life Underwriter® (CLU) and Chartered Advisor for Senior Living (CASL) designations, and a Masters in Financial Services from the American College. Currently pursuing a PhD in Personal Financial Planning at Kansas State University, he combines academic research with practical experience to deliver meaningful financial advice. His previous role as director of financial planning solutions at TIAA involved overseeing the delivery of over 100,000 financial plans annually. At SoFi, he leads financial planning initiatives, leveraging research and member feedback to develop practical financial solutions. His teaching portfolio includes comprehensive courses in Fundamentals of Investing, Introduction to Personal Finance, Managing Debt, Risk Management, and Saving Money for the Future, demonstrating his commitment to financial education and literacy.
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Frequently asked questions
Below are some of the most commonly asked questions about this course. We aim to provide clear and concise answers to help you better understand the course content, structure, and any other relevant information. If you have any additional questions or if your question is not listed here, please don't hesitate to reach out to our support team for further assistance.