Excellent course! This course gave me the basic understanding and knowledge to begin a financial plan. I comprehend the importance and value of saving for retirement and the various vehicles to achieve this goal. Great information!!!"
I appreciated the opportunity to participate in this well-designed, informative course. The instructor did a very professional job of presenting the material. Due to this well-done course, I look forward to taking more of these online courses. Thank you for your financial advice."
I felt like there was a lot of information to process. The class was very helpful and now I know what I need to do and what avenues to pursue to help me get there."
I learned a lot from this course. It took the mystery out of the financial world and explained information in easy to understand terms. Since taking the course I am more aware of my finances and budgeting and looking into stocks, bonds and CD ladders. Thank you for such an informative class. I would highly recommend this class."
The instructor made a subject that is way over my head, understandable and interesting."
This course has really provided me with financial information that I can use in future planning, especially the investment portion of the course. I'm at a pointl in my life where I need to, or must, get my financial situation in order and I will be utilizing the knowledge I gained from this course to complete my financial journal. I commend the instructor for arranging the course and I would wholeheartedly recommend it to others."
This has truly been a pleasant learning experience. Now, I have a better understanding of how to save even more for retirement and more surprising learning the many ways of investing. I am also considering purchasing some of the books that are recommended by this course. I feel as though the instructor was extremely knowledgeable in this material. I would definitely take another course under her direction!"
This was a great course! It gave me the tools I need to get my financial life together and to make smart wealth building decisions moving forward. Thank you!"
Great class! English is my second language, and I understood all the material very well. It was clear and the examples are very useful. I highly recommend this course to anyone who would like to take control of their finances and achieve their goals. Thank you!"
The course was comprehensive and provided good information. I learned a lot and will put this knowledge to good use. The instructor is very informed on managing money. The course was challenging, but I like that because you get your money's worth. Great course!"
Course Code: bwl
Learn how to make financial discipline and wise financial choices a natural part of your life with an overview of the five steps of financial planning. Then, discover how to create an organized filing system and get a handle on your spending. Learn how valuable cash flow statements, budgets, and balance sheets are to financial success.
Examine the trade-off between investment risk and investment reward and see why it takes more than putting your money in a savings account to get rich. Then, discover how a combination of stocks, bonds, and mutual funds will help you build wealth. You will see how investment risk correlates with investment return.
Learn the pros and cons of the different education savings plans available to you and become an expert on saving for college. Then, examine retirement savings plans and discover why they're a great place for your cash investments.
Discover how real property assets complement your wealth and examine the challenges and benefits of owning real property. Then, learn about the different loan types, understand why some cost more (or less) than others, and figure out which loan program is best for you.
Learn how to use credit cards, car loans, car leases, and in-store financing to maximize your wealth. Then, examine life and disability insurance and when you should get them.
Learn about the professionals who can help you on your journey toward wealth. You will learn the areas of expertise for an attorney, CPA, financial advisor, and insurance agent - and get a sense of when is the right time to call on each of these professionals. Finally, you will learn a helpful technique for implementing the knowledge you have gained in this course and starting your path to financial freedom!
Kirsten Iseminger has been a Financial Advisor since 1990 and worked for years in one of the world's largest financial institutions. Her clients have included small business owners, high-level executives, and individuals who wanted their wealth to grow. To further her expertise in the financial planning industry and to achieve the highest recognition available for financial planners, Kirsten successfully completed the education and examination process necessary to become a Certified Financial Planner.
There are no prerequisites to take this course.
The instructional materials required for this course are included in enrollment and will be available online.
A new session of each course opens each month, allowing you to enroll whenever your busy schedule permits.
Once a course session starts, two lessons will be released each week for the six-week duration of your course. You will have access to all previously released lessons until the course ends.
The interactive discussion area for each lesson automatically closes two weeks after each lesson is released, so you’re encouraged to complete each lesson within two weeks of its release.
The final exam will be released on the same day as the last lesson. Once the final exam has been released, you will have two weeks plus 10 days (24 days total) to complete the final and finish any remaining lessons in your course. No further extensions can be provided beyond these 10 days.