Saving, Investing, Insurance, and Retirement Planning

About this course

What if you could look ahead and know, with confidence, that you and the people you love are financially protected and positioned to thrive? Saving, Investing, Insurance, and Retirement Planning gives you the tools to build that future, starting today. If you've felt behind on saving, uncertain about investing, or anxious about retirement — this is your turning point. No background is required. Three self-paced courses cover the full arc of long-term financial security: how to build an emergency fund and choose the right savings vehicles; how stocks, bonds, mutual funds, ETFs, and real estate work together in a strong portfolio; how to protect your income and assets through health, disability, life, and property insurance; and how to plan for retirement and build an estate plan that reflects your wishes. You'll apply concepts through real scenarios and assessments grounded in decisions that affect your financial life now and for decades ahead. Research links early intentional saving and investing with stronger retirement outcomes and greater lifetime wealth (CFPB). Earn a career certificate that you can add to your LinkedIn profile, resume, or CV. Share it on social media and in your performance review. Tap into career resources to pursue roles in financial planning, investment advising, insurance, or wealth management. If you are ready to build skills that open new doors — professionally or personally — this is where you start.

Course objectives

• empower individuals to manage their finances effectively
• help learners prepare for potential financial challenges
• encourage proactive financial planning for the future