Title

BUS1146 - Personal Finance

API ID

Credits

3 (3/0/0)

Description

This course is an introduction to personal financial management and planning. Topics covered include key factors that affect personal income, budgeting, cash-flow management, use of credit and credit cards, planned borrowing, managing taxes and major expenditures including housing, automobiles, insurance and investments.

Competencies

  1. Display knowledge of present and future value tables.
  2. Display knowledge of annuities.
  3. Demonstrate knowledge of stock and bond valuation.
  4. Display knowledge of mutual funds, tax deferred annuities, money market funds.
  5. Analyze automobile, life, health and disability insurance policies.
  6. Demonstrate knowledge of money and debt management.
  7. Display knowledge of home purchasing and renting.
  8. Display knowledge of and setting up a retirement account.