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Personal & Family Financial Planning

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.


Course at a Glance

About the Course

This course is activity-based with emphasis on your life as the basis for your work. In addition, you will learn how to apply the principles you learn in a family environment. We will learn about cash, credit, wealth, and risk management as well as the environmental effects on personal and family financial management. Students will earn badges for completing various modules and demonstrating certain skills.

Course 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 cards and consumer loans): Credit basics.

Week 5 Managing Risk: Risk management basics and insurance overview.

Week 6 Investment Fundamentals (Investing in stocks and bonds): Rules of investing; Debt and equity.

Week 7 Investing through Mutual Funds (Retirement planning): Mutual funds and managed portfolios; create a personal investment plan.

Week 8 Personal Plan of Action: Putting your personal plan together.