3 credits
Fall 2026 Lecture Lower Division
This course will teach Financial Literacy to help students become rational managers of their money. The course will cover the fundamentals of managing money, insurance basics, tax awareness, investments, retirement planning, and estate planning. Students will explore various options on how to protect, accumulate, and preserve assets. The course will emphasize practical advice, as well as more complicated financial options associated with investing to meet their financial goals. The objective is to help students make better decisions and adopt wise financial behaviors for the long term.
Learning Outcomes1Create a budget, emphasizing the wise use of credit and saving for the long-term.
2Identify and differentiate financial products to protect against risk (e.g., different types of insurance).
3Recognize taxable transactions and identify records required to file a tax return.
4Analyze and select appropriate financial instruments for investing, considering personal circumstances and tax implications.
5Analyze options and consult appropriate resources or professionals to make informed financial decisions.
6Design a financial plan to achieve long-term goals, including retirement.
7Organize and implement strategies to preserve assets to last your lifetime and plan for efficient transfer to your heirs.
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