0 or 3 credits
Spring 2026 Lecture Distance Learning Core Transfer LibraryUpper Division
Individuals' and families' financial lives are complex, and options to manage their finances are growing in number and sophistication. This course introduces future financial planners to the field of financial planning and covers consumer saving and credit, insurance, retirement issues, investments, and the personal financial advice industry. It shows how personal finance components are interconnected and are all needed to work in unison in order to create a complete financial plan that improves individuals' and families' financial health.
Learning Outcomes1Describe the need for, and basic elements of, personal financial planning.
2Describe the financial planning industry and its players and compare the different career paths in financial planning.
3Differentiate the six areas of financial planning and how they interconnect to address all personal finance needs.
4Evaluate personal financial statements and budgets.
Restrictions
made by Purdue students.