Course 3 of 5 in this specialization

Protect, Invest, and Plan Your Financial Future

Coming soon 22 topics Self-paced · Online
Notify me when it launches

Where this comes from

Built from the Wiley title of the same name — professionally edited, technically reviewed, and already relied on by people doing this work.

Source ISBN 9781119883371

How it was built

Sejal Learning Systems rebuilt the book as a course: objectives first, then short video, worked examples, and practice with real feedback. It runs on Coursera at your own pace, with a certificate on completion.

Protect, Invest, and Plan Your Financial Future is a self-paced online course built from the Wiley title of the same name.

What this course covers

  • Chapter 5: Working with an Online Broker
  • Book 5: Protecting Your Money and Assets
  • Chapter 1: Combating Identity Theft
  • Chapter 2: Online Banking
  • Chapter 3: Homeowner’s Insurance: Protecting Your Stuff
  • Chapter 4: Auto Insurance Basics
  • Chapter 5: Insuring Yourself: Life Insurance
  • Book 6: Dealing with the Tax Man
  • Chapter 1: Tax Return Preparation Options and Tools
  • Chapter 2: Getting and Staying Organized
  • Chapter 3: No Form Fits All (Or, What Kind of Taxpayer Are You?)
  • Book 7: Retiring Comfortably
  • Chapter 1: Checking the Benefits of a 401(k)
  • Chapter 2: Retiring Your Way: IRAs
  • Chapter 3: Paychecks from Your House: Reverse Mortgages
  • Chapter 4: Determining How Much You Need for Retirement
  • Chapter 5: Managing Money in Retirement
  • Book 8: Planning Your Estate and Will
  • Chapter 1: The Fundamentals of Estate Planning
  • Chapter 2: Where There’s a Will
  • Chapter 3: The Limitations of Wills: What You Can and Can’t Do
  • Chapter 4: Estate Planning with Online Resources