Skip to Main Content Skip to bottom Skip to Chat, Email, Text
"Degrees & Programs"

FIN/420

Personal Financial Planning

Online

Format

$1194

Estimated Tuition

3 credits

Total credits

5 weeks

Course length

Request info

Start when you're ready

Choose an upcoming start date:

Enroll by 1pm Central:

Chat with us now

Please Note: Attendance and participation are mandatory in all University courses, and specific requirements may differ by course. If attendance requirements are not met, a student may be removed from the course. Please review the Course Attendance Policy in the Catalog for more information.

University of Phoenix reserves the right to modify courses. While widely available, not all programs are available to residents of all states. Please check with a University Enrollment Representative.

Course level: Undergraduate

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.

Prerequisites

None

Print course details

What you'll learn

Course skills and outcomes

Week 1

  • Combine economic principles in relation to personal goals.
  • Apply present value and future value calculations.
  • Create financial budget utilizing balance sheets and cash flow statements.

Week 2

  • Identify the financial services available to assist in managing financial goals.
  • Develop plans that create good credit.
  • Discover strategies in negotiating major purchases effectively.

Week 3

  • Evaluate the characteristics of stocks and bonds.
  • Evaluate investments.
  • Develop a comprehensive investment plan.

Week 4

  • Determine the best risk management strategies.
  • Evaluate various forms of health care.
  • Differentiate between the various types of insurance policies.

Week 5

  • Determine savings needs to achieve retirement goals.
  • Develop plans for the protection and distribution of an estate.
  • Describe the steps involved in completing tax returns.

Why UOPX

Why take courses at University of Phoenix

Accreditation that matters

We’ve been accredited by the Higher Learning Commission (hlcommission.org) for more than 40 years.

Real-world instructors

Learn from instructors who bring an average of 25 years of working experience to the classroom.

Affordable and potentially reimbursable

Our tuition and fees are competitive and fixed. Also, check to see if your employer will cover you for this course.

Next Steps

Start a conversation about your future with an enrollment representative today.

Start a conversation about your future with an enrollment representative today.

Call (844) 937-8679

Transfer Credits

Credit Transfer

Credit Transfer

Need to transfer credits to another college or university?

Before you enroll in a course, check with your school of choice to make sure they will accept our transfer credits and to understand any requirements or limitations. Then you can complete your course, and request your official transcript be sent to your school. That’s it!

How to request your transcripts

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. If you have a question contact us at (866) 354-1800.

The University of Phoenix reserves the right to modify courses. Although our continuing teacher education courses are accepted by some state agencies in the United States toward teacher certifications and endorsements, this may not be the case in all states or foreign jurisdictions. If you plan to use courses for certification or endorsement, please check with your own state agency and your school district for applicability. Continuing teacher education courses are not eligible to apply to degree programs at University of Phoenix. These courses are not eligible for federal financial aid. 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. While widely available, not all programs are available to residents of all states. Please check with a University Enrollment Representative. If you have a question contact us at (866) 354-1800.

Transcript: