The Fundamentals of Personal and Family Financial Planning

Catalog description

Designed to provide students with the practical, hands-on means of successfully managing their personal finances and of becoming financially empowered upon course completion. Among other topics, the course will cover the basics of credit management, assessing insurance needs, budgeting, personal financial statement preparation, investment and savings accounts, management of taxes, retirement accounts, will preparation and estate planning. 54 hours lecture. ADGE: 2; Transfer: CSU.