IUx: Planning for Risk and Retirement

Course Description

"Planning for Risk, Retirement and Investment" is an essential course designed to empower individuals with crucial financial literacy skills, addressing one of the most pressing needs in America today. Offered by IUx, this introductory-level course delves deep into the critical aspects of personal finance that significantly impact your financial future. The course is made possible by the Brian and Sheila Jellison Family Foundation and aims to equip learners with the knowledge and tools necessary to make informed financial decisions, manage risks effectively, plan for a secure retirement, and develop a sound investment mindset.

What students will learn from the course

• Risk management and classification of financial risks
• Life insurance assessment and product selection
• Property and casualty insurance understanding
• Retirement planning and income calculation
• Investment principles and risk tolerance evaluation
• Development of an investment mindset

Pre-requisites or skills necessary to complete the course

• Good reading comprehension
• Basic arithmetic skills
• Willingness to learn and engage with financial concepts

What the course will cover

• Principles of insurance and risk management
• Life insurance needs assessment and product comparisons
• Property and casualty insurance features and limitations
• Retirement planning strategies and income sources
• Investment fundamentals and risk tolerance evaluation
• Financial decision-making and long-term planning

Who this course is for

• Individuals seeking to improve their financial literacy
• Young adults starting their financial journey
• Mid-career professionals looking to enhance their financial planning skills
• Anyone interested in securing their financial future through proper risk management, retirement planning, and investment strategies

How learners can use these skills in the real world

• Making informed decisions about insurance coverage for life, property, and assets
• Creating a comprehensive retirement plan tailored to individual needs
• Developing a sound investment strategy based on personal risk tolerance and financial goals
• Avoiding common financial mistakes that can have long-lasting impacts
• Improving overall financial health and security for themselves and their families

Syllabus

By enrolling in this course, you'll gain the knowledge and confidence to take control of your financial future. You'll learn how to navigate the complex world of insurance, create a solid retirement plan, and develop an investment mindset that aligns with your personal goals. Don't let financial illiteracy hold you back – join the thousands of learners who have already taken steps towards financial empowerment through this comprehensive and practical course on personal finance.