The heart of personal financial planning is making sure that your values line up with how you spend and save. This course removes the mystery from the personal financial planning process and replaces it with the tools needed to take charge of personal finances and life. Personal financial planning provides major benefits that help marshal and control financial resources more effectively and facilitate an improved standard of living. Because the emphasis in this course is on planning, it examines various areas to set and implement plans aimed at achieving financial goals. These areas include using financial statements and budgets; managing basic assets, credit, insurance needs, and investments; and planning for retirement.
School of Professional Studies and Management
3 hours of lecture per week