MGMT 205
Essentials of Personal Finance
Case Western Reserve University · UGRD · Fall 2026
Catalog description
This course will provide students of all disciplines with an essential foundation in personal finance. The course will focus on four core areas of personal finance: 1) Budgeting & saving, 2) Investing, 3) Obtaining credit & controlling debt, and 4) Minimizing financial risk through the use of insurance. The course will also cover the essentials of personal taxation, retirement planning, and estate planning. This course will enable students to gain the fundamental knowledge and skills needed to make wise financial decisions as they move forward in life, which in turn will impact their ability to function as productive leaders in the workplace and financially literate citizens. Counts as a Full-Semester Wellness/Non-movement course. Prereq: Sophomore standing or higher.
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