This course includes the practical applications of concepts and techniques used in managing personal finances. Topics include Personal Financial statements, Time Value of money, Personal taxes, Managing Cash and savings, Automobile and housing decisions, Consumer credit, Insurance needs, Investment objectives, and Retirement and estate planning. Upon completion of this course, you will be able to Define personal financial goals, Prepare personal financial statements, Solve the time value of money concepts, Prepare personal taxes, Develop a savings strategy, Develop a plan for a home buying and purchase or lease alternatives for selection of a vehicle, Calculate insurance needs, and Describe retirement needs and estate planning. This semester-long course will include both credit seeking college students in BAF 101 and members of the community earning Continuing Education Units. Required text is not included.
Academic Level
Continuing Education
Banking and Finance