To make smart decisions with your money, you need a broad understanding of personal finance and financial management in all areas of your financial life. Start by looking at the big picture and gain a solid overview of topics such as the financial planning process, own versus leasing a vehicle, retirement accounts, pension plans, investment concepts and advice, taxation, estate planning topics and various types of insurance.
By completion of this course, successful students will be able to:
Describe the steps in the financial planning process, retirement and investment planning concepts, basic taxation understanding and estate planning issues.
Identify the terminology used by financial advisors and other investment and estate professionals.
Apply the information learned to proactively participate in discussions about retirement, investments, debt payback, insurance and estate issues.
Analyze and prioritize the issues affecting your own financial situations and create a roadmap to planning for your present and future needs.
Discuss current financial management topics and market trends and conditions.