BUS 279 Personal Finance (5 credits)

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.

Degree Outcomes
Social Sciences: Graduates analyze and interpret social phenomenon using social science theories and methods.

Critical, Creative, and Reflective Thinking: Graduates will evaluate, analyze, and synthesize information and ideas in order to construct informed, meaningful, and justifiable conclusions.

Lecture Contact Hours 50
Lab Contact Hours 0
Clinical Contact Hours 0
Total Contact Hours 50