Personal Finance Planning (BUSG 1370)

Instructor: Kristin Wallace

This course will give students a better understanding of their personal financial health and future goals for their finances. They will emerge from this course with a better understanding of money management, credit card usage, and the different types of loans and credit available. They will also learn about investments and retirement to plan for the future. This course is an exploration of financial planning that emphasizes topics of personal interest but also have application to business financial planning topics. Topics include budgeting, bank accounts and account reconciliation, individual retirement accounts, loans, investments, debt management, real estate, insurance, wills, trusts, and taxes. At the end of this course, the student should be able to do the following: Understand personal finance concepts. Develop critical thinking skills with respect to financial planning concepts. Apply the knowledge gained to their personal financial situation. Become financially responsible Use credit wisely and understand the different types of credit.