Cash flow management and consumption expenditures, credit and
debt, simple applications of personal income taxes, risk
management, property and health insurance, and employee benefits.
Athena Title
Intro to Personal Finance
Equivalent Courses
Not open to students with credit in FHCE 3200E
Semester Course Offered
Offered fall, spring and summer
Grading System
A - F (Traditional)
Student learning Outcomes
Students will manage his or her personal financial resources by acquiring knowledge that will enable them to set financial goals, prepare financial statements, and set up a personal budget.
Students will manage his or her personal financial resources by acquiring knowledge that will enable them to stretch income through effective planning and wise use of credit.
Students will manage his or her personal financial resources by acquiring knowledge that will enable them to minimize tax liability through appropriate and optimal application of tax laws.
Students will manage his or her personal financial resources by acquiring knowledge that will enable them to protect income and property through the effective use of insurance.
Topical Outline
Importance of Personal Finance
Financial Record Keeping
Financial Statements
Cash Flow Management
Budgeting
Financial Services
Managing Consumption
Durable Expenditures
Housing Expenditures
Simple Applications of Personal Income Taxes
Risk Management and Insurance
Insurance Principles
Automobile Insurance
Homeowners Insurance
Health Insurance
Employee Benefits