Personal Finance

Catalog description

This course is designed to empower individuals with various tools to manage their money and make sound lifelong financial decisions. Topics include financial planning, income and expense management, investment analysis, retirement planning, consumerism, insurance, estate planning, home ownership and credit management. This course uses financial, tax, and mathematical calculations. Students will take a hands-on approach to such learning and skill development with problem-solving assignments and projects that require them to explain information presented in tax forms and financial statements. They will also obtain the knowledge and skills required to convert financial information into portrayals that contribute to an understanding of present and future personal and family financial needs. Students will also be provided with opportunities to analyze and synthesize on documents and reports. They will develop the logical reasoning skills needed by informed and productive citizens. Moreover, instructors will (a) provide student-centered activity-based instruction, (b) emphasize the conceptual understanding and skills of mathematics and quantitative reasoning, and (c) facilitate the development of competence and confidence in problem-solving abilities.