Finance for Everyone Capstone Project from Coursera

What's inside

Syllabus

STAGE I: Week 1

Welcome to the Finance for Everyone Capstone Project! In this first Stage - which encompasses Weeks 1 & 2 of the course - you will familiarize yourself with this 8-week course plan, reflect on your experience throughout the first four F4E courses, and begin considering an issue of importance to you that you'd like to address during Stages II and III of your Capstone Project! In Week 1 specifically, you will create an online portfolio to document your work throughout this experience (if you haven't already!) and begin working on your Reflection, the first deliverable of the course, due next week.

STAGE I: Week 2

This week, you will write and submit your first deliverable - a reflection on your F4E experience thus far. As part of this deliverable, you will be prompted to determine financial issues that matter to you; we recommend that beyond the scope of this submitted reflection, you spend some time this week continuing to think over what problems you may wish to investigate and address during the next two stages of this Capstone. We also suggest you look over the requirements for the Problem Statement assessment, which is due next week.

STAGE II: Week 3

Welcome to Stage II of the Capstone Project, which encompasses Weeks 3, 4, and 5 of the course! In this Stage, you will refine and articulate the financial problem or issue you wish to focus on for the remainder of your Capstone experience, and develop and submit an Action Plan that will propose a way to alleviate that very financial issue. In Week 3 specifically, you will write up and submit your Problem Statement deliverable, the first major step in the Action Plan development process.

STAGE II: Week 4

In Week 4, you will engage in the first of three Peer Review processes in this course, reviewing and providing feedback on the Problem Statements of your peers. You will also begin to build upon your own Problem Statement by working on your Action Plan and thinking about which stakeholder or financial expert you may like to consult for feedback later in Stage III.

STAGE II: Week 5

This week, you will read and reflect on your peers' reviews of your Problem Statement, and hopefully use insights from that feedback as you finalize and submit your Action Plan. You may also wish to reach out to your chosen stakeholder or financial expert this week in order to schedule a time in the next week or so for your stakeholder conversation, part of the final deliverable in Stage III.

STAGE III: Week 6

Welcome to Stage III, which encompasses Weeks 6, 7, and 8 of the course! In this third and final Stage, you will present your Action Plan to a stakeholder or financial expert and solicit their feedback, then develop and submit your final Peer Review assessment: a synthesis of the feedback you've received and plans for implementing your Action Plan beyond the scope of this course. In Week 6 specifically, you will review and provide feedback on the Action Plans of your peers, begin working on the Feedback Synthesis & Implementation Plan assignment (due next week), and meet with your stakeholder.

STAGE III: Week 7

This week, you will read and reflect on your peers' reviews of your Action Plan, and hopefully use insights from that feedback as you finalize and submit your Feedback Synthesis & Implementation Plan. This deliverable will incorporate a synthesis of the feedback you have received from your peers and the stakeholder(s) you met with, along with and a plan for how you expect to implement your Action Plan beyond the scope of Finance for Everyone.

STAGE III: Week 8

In this final week of Finance for Everyone, you will review and provide feedback on the Feedback Synthesis & Implementation Plans of your peers and reflect on how you plan to move forward following the conclusion of your time with F4E. Finally, you will celebrate your achievements, and say farewell to the fellow learners who have engaged in this experience alongside you.

Good to know

Know what's good

, what to watch for

, and possible dealbreakers

Provides an easy entry for beginners to start their finance learning journey

Uses real-life situations to test drive financial insights

Includes activities and assessments to influence key money decisions and participation in financial markets

Offers a safe environment for buying, selling, making, creating, simulating, writing, and teaching

Each activity and milestone helps learners build their financial thinking and portfolio

The Capstone Project allows learners to apply their learning to a specific financial issue they care about

Reviews summary

Well-received capstone project

Learners highly recommend this capstone project. According to students, this course is excellently organized and well-structured. They appreciate the helpful instructor feedback and the valuable learning experience that they've had.

Students appreciate the well-structured approach of this course.

"This course is excellently organized and well-structured."

Feedback from the instructor is helpful and valuable.

"The instructor feedback is helpful and valuable."

Students find the learning experience to be very valuable.

"I've had a valuable learning experience."

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Finance for Everyone Capstone Project with these activities:

Reflect on Past Experiences

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Review your own financial experiences to identify areas where you may have questions or need to improve your knowledge.

Browse courses on Financial Planning

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Make a list of your financial experiences.
Identify areas where you have questions or need to improve your knowledge.

Create a Budget and Track Expenses

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Hands-on practice with budgeting and expense tracking will reinforce your understanding of financial management concepts.

Browse courses on Budgeting

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Create a budget that outlines your income and expenses.
Track your expenses meticulously using a spreadsheet or app.
Analyze your spending patterns and identify areas for improvement.

Watch Expert Webinars on Financial Topics

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Watching webinars led by experts can provide valuable insights and enhance your understanding of complex financial concepts.

Browse courses on Financial Markets

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Research and identify webinars that align with your learning objectives.
Attend the webinars and take notes on key takeaways.
Reflect on the content and apply it to your financial decision-making.

Five other activities

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Join a Study Group or Online Forum

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Engaging with peers in study groups or online forums can provide support, diverse perspectives, and opportunities to clarify concepts.

Browse courses on Financial Planning

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Identify and join a study group or online forum related to finance.
Actively participate in discussions and ask questions.
Collaborate with others on financial planning exercises or case studies.

Develop a Comprehensive Financial Plan

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Creating a comprehensive financial plan will provide a roadmap for your financial future and help you achieve your long-term goals.

Browse courses on Financial Planning

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Gather your financial information, including income, expenses, assets, and liabilities.
Set your financial goals for the short-term, mid-term, and long-term.
Develop strategies to achieve your goals, considering investments, retirement planning, and estate planning.
Monitor your progress and make adjustments as needed.

Contribute to Open-Source Financial Literacy Projects

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Contributing to open-source projects in the field of financial literacy can enhance your understanding of financial concepts and make a meaningful impact.

Browse courses on Financial Literacy

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Identify open-source projects related to financial literacy or education.
Review the project documentation and codebase.
Make contributions to the project, such as bug fixes, feature enhancements, or documentation improvements.

Mentor or Tutor Individuals Seeking Financial Guidance

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Mentoring others can solidify your understanding of financial concepts and provide practical experience in applying your knowledge.

Browse courses on Financial Planning

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Identify opportunities to mentor or tutor individuals seeking financial guidance.
Develop a plan to provide support and guidance based on the individual's financial needs.
Meet regularly to discuss financial topics, answer questions, and provide feedback.

Attend Workshops on Advanced Financial Planning Techniques

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Participating in workshops can provide in-depth knowledge and practical skills in specialized areas of financial planning.

Browse courses on Retirement Planning

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Research and identify workshops that align with your financial interests.
Attend the workshops and actively engage with the instructors and participants.
Apply the knowledge and skills gained from the workshops to your own financial planning.

Career center

Learners who complete Finance for Everyone Capstone Project will develop knowledge and skills that may be useful to these careers:

Investment Banker

An investment banker provides financial advice and services to corporations and governments, helping them raise capital and manage their finances. Finance for Everyone Capstone Project may be helpful to someone in this role because it provides a comprehensive understanding of financial markets, investment banking, and corporate finance.

See salaries and explore the career path for Investment Banker

Risk Manager

A risk manager identifies, assesses, and manages financial risks for companies and institutions. Finance for Everyone Capstone Project may be helpful to someone in this role because it provides a comprehensive understanding of risk management, financial analysis, and regulatory compliance.

See salaries and explore the career path for Risk Manager

Portfolio Manager

A portfolio manager manages investment portfolios for individuals and institutions, making investment decisions and overseeing the performance of the portfolio. Finance for Everyone Capstone Project may be helpful to someone in this role because it provides a strong foundation in portfolio management, investment analysis, and risk management.

See salaries and explore the career path for Portfolio Manager

Financial Consultant

A financial consultant provides financial advice and guidance to businesses and individuals, helping them manage their finances and achieve their financial goals. Finance for Everyone Capstone Project may be helpful to someone in this role because it provides a comprehensive understanding of financial planning, investment management, and risk assessment.

See salaries and explore the career path for Financial Consultant

Personal Financial Planner

A personal financial planner provides financial planning and advice to individuals and families, helping them manage their finances and achieve their financial goals. Finance for Everyone Capstone Project may be helpful to someone in this role because it provides a strong foundation in financial planning, investment management, and risk assessment.

See salaries and explore the career path for Personal Financial Planner

Financial Planner

A financial planner provides financial planning and advice to individuals and families, helping them manage their finances and achieve their financial goals. Finance for Everyone Capstone Project may be helpful to someone in this role because it provides a strong foundation in financial planning, investment management, and risk assessment.

See salaries and explore the career path for Financial Planner

Financial Advisor

A financial advisor provides financial advice and guidance to individuals and families, helping them manage their finances and achieve their financial goals. Finance for Everyone Capstone Project may be helpful to someone in this role because it provides a strong foundation in financial planning, investment management, and risk assessment.

See salaries and explore the career path for Financial Advisor

Budget Analyst

A budget analyst analyzes and manages budgets for organizations, helping them allocate resources effectively and achieve financial goals. Finance for Everyone Capstone Project may be helpful to someone in this role because it provides a strong foundation in financial analysis, budgeting, and forecasting.

See salaries and explore the career path for Budget Analyst

Auditor

An auditor examines and evaluates financial records to ensure accuracy and compliance with regulations. Finance for Everyone Capstone Project may be helpful to someone in this role because it provides a strong foundation in financial accounting, auditing principles, and risk management.

See salaries and explore the career path for Auditor

Financial Analyst

A financial analyst researches and predicts financial market trends to advise companies and individuals on investment decisions. Finance for Everyone Capstone Project may be helpful to someone in this role because it provides a comprehensive understanding of key financial concepts, including investment analysis, risk management, and financial planning.

See salaries and explore the career path for Financial Analyst

Insurance Agent

An insurance agent sells insurance policies to individuals and businesses, helping them protect themselves against financial risks. Finance for Everyone Capstone Project may be helpful to someone in this role because it provides a strong foundation in insurance principles, risk assessment, and financial planning.

See salaries and explore the career path for Insurance Agent

Loan Officer

A loan officer approves and processes loans for individuals and businesses. Finance for Everyone Capstone Project may be helpful to someone in this role because it provides a strong foundation in loan underwriting, risk assessment, and financial analysis.

See salaries and explore the career path for Loan Officer

Tax Preparer

A tax preparer prepares tax returns for individuals and businesses, helping them comply with tax laws and regulations. Finance for Everyone Capstone Project may be helpful to someone in this role because it provides a strong foundation in tax law, tax preparation, and financial planning.

See salaries and explore the career path for Tax Preparer

Mortgage Broker

A mortgage broker helps individuals and families secure mortgages to purchase homes. Finance for Everyone Capstone Project may be helpful to someone in this role because it provides a strong foundation in mortgage lending, risk assessment, and financial analysis.

See salaries and explore the career path for Mortgage Broker

Bank Teller

A bank teller processes transactions and provides customer service in a bank or credit union. Finance for Everyone Capstone Project may be helpful to someone in this role because it provides a basic understanding of banking, financial transactions, and customer service.

See salaries and explore the career path for Bank Teller