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Sep 07, 2024
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BUS 279 Personal Finance (5 credits)
Course Description
A practical course in managing personal finances. Course will include: budgeting, home ownership, income tax, investments, insurance, wills, and trusts.
Student Outcomes
1. Describe the importance of personal financial planning.
2. Develop a system for organizing and maintaining your financial records.
3. Identify your short-term and long-term personal financial goals.
4. Identify the major features of the federal income tax system.
5. Apply the objectives of cash management to assessing your need for cash management products and services.
6. Identify the personal financial planning process for making consumer purchase decisions.
7. Identify the most common types of consumer loans and lenders.
8. Evaluate your automobile needs and determine what you can afford.
9. Apply the risk management process to developing an insurance plan.
10. Evaluate the value of the components of a compensation package that includes employee benefits.
11. Identify realistic investment goals that are consistent with your financial plan, risk tolerance, and life stage.
12. Define the basic terminology used by security investors.
13. Discuss the benefits and costs of investing in mutual funds.
14. Reflect upon and estimate your retirement income needs.
15. Identify your life insurance needs.
16. Discuss the process of estate planning.
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