0 or 3 credits
Fall 2025 Lecture Distance Learning Core Transfer LibraryUpper DivisionThe class covers a comprehensive discussion of investments, consumer credit, insurance and retirement issues. The goal is to show how these components are interconnected in order to create a complete picture of financial health of an individual. CTL:IPO 1811 Personal Finance.
Learning Outcomes1Describe the need for and basic elements of personal financial planning.
2Evaluate personal financial statements and budgets.
3Identify the six areas of financial planning and examine how they interconnect to address all personal finance needs.
4Describe the financial planning industry and its players and compare the different career paths in financial planning.