Key Information
About the content
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
- Week 1 - Understanding Personal Finance
Path to financial security and time value of money. - Week 2 - Financial Statements, Tools, and Budgets
Managing your flows and reviewing your statements. - Week 3 - Managing Income Taxes
Income tax basics. - Week 4 - Building and Maintaining Good Credit
Credit basics. - Week 5 - Managing Risk
Risk management basics and insurance overview. - Week 6 - Investment Fundamentals
Rules of investing; Debt and equity. - Week 7 - Investing Through Mutual Funds
Mutual funds and managed portfolios; create a personal investment plan. - Week 8 - Personal Plan of Action
Putting your personal plan together. - Week 9 - Bonus Module
Instructors
Michael S. Gutter, Ph.D.
Professor
Family, Youth & Community Science
Content Designer

Platform

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