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Introduction to Personal Finance


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 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

Syllabus