Overview
Personal and Family Financial Planning will address many critical personal financial management topics in order to help you learn prudent habits both while in school and throughout your lifetime.
Syllabus
- Understanding Personal Finance
- Path to financial security and time value of money.
- Financial Statements, Tools, and Budgets
- Managing your flows and reviewing your statements.
- Managing Income Taxes
- Income tax basics.
- Building and Maintaining Good Credit
- Credit basics.
- Managing Risk
- Risk management basics and insurance overview.
- Investment Fundamentals
- Rules of investing; Debt and equity.
- Investing Through Mutual Funds
- Mutual funds and managed portfolios; create a personal investment plan.
- Personal Plan of Action
- Putting your personal plan together.
- Bonus Module