Course Description
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 PERS FINAN
Equivalent Courses
Not open to students with credit in FHCE 3200E
Semester Course Offered
Offered fall, spring and summer
Grading System
A - F (Traditional)
Course Objectives
This course will help the student manage his or her personal financial resoures by acquiring knowledge that will enable the student to: Set financial goals, prepare financial statements, and set up a personal budget. Stretch income through effective planning and wise use of credit. Minimize tax liability through appropriate and optimal application of tax laws. 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
Syllabus