Personal Financial Planning –

fin420

(3 credits)

This course provides an introduction to personal financial planning. Personal financial goals are examined with a focus on investment risk and returns, markets, and analysis tools useful in assessing financial situations.
This undergraduate-level course is 5 weeks. This course is available to take individually or as part of a degree or certificate program. To enroll, speak with an Enrollment Advisor.

Introduction to Personal Finance

  • Identify personal financial goals.
  • Create a personal net worth statement.
  • Estimate personal cash flows.

Assessing Current Financial Situation

  • Analyze cash flows in relation to personal needs and objectives.
  • Assess use of credit and personal creditworthiness.
  • Develop a personal financial plan.

Markets and Analysis

  • Analyze the current financial environment.
  • Determine personal risk tolerance.
  • Compare risk and return among common investment options.

Tools for Financial Planning

  • Calculate present and future value of money.
  • Compare elements of fixed-rate and adjustable-rate loans.
  • Conduct a personal financial analysis using relevant financial tools and data.

Next Steps in Financial Planning

  • Determine personal insurance needs.
  • Adjust asset allocation relative to personal financial goals.
  • Evaluate a financial plan.

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