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.
Compare elements of fixed-rate and adjustable-rate loans.
Conduct a personal financial analysis using relevant financial tools and data.
Calculate present and future value of money.
Next Steps in Financial Planning
Determine personal insurance needs.
Adjust asset allocation relative to personal financial goals.
Evaluate a financial plan.
Markets and Analysis
Analyze the current financial environment.
Determine personal risk tolerance.
Compare risk and return among common investment options.
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.
The University of Phoenix reserves the right to modify courses.
While widely available, not all programs are available in all locations or in both online and on-campus formats. Please check with a University Enrollment Representative.
Transferability of credit is at the discretion of the receiving institution. It is the student’s responsibility to confirm whether or not credits earned at University of Phoenix will be accepted by another institution of the student’s choice.