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BUS-255 Personal Financial Management

COURSE DESCRIPTION:

This course develops a realistic approach to managing personal finances and creating a personal financial plan.  Students will be introduced to the fundamentals of sound financial planning, goal setting, and strategies to accomplish those goals.  Students will also learn how to manage credit; invest for the short-term, medium term, and long term; create a retirement plan; and evaluate life insurance, homeowners insurance, and car insurance policies. [3 credits]

LEARNING OBJECTIVES:

  1. Create a Financial Plan and personal budget
  2. Create investment portfolios for the short term, intermediate term, and retirement
  3. Demonstrate understanding of the use of insurance products and explain misuses by insurance industry
  4. Demonstrate understanding of borrowing for home and car, and understanding of credit scoring

COURSE REQUIREMENTS: 

  1. Complete textbook and article readings
  2. Respond to questions and problem solving
  3. Produce personal financial statements, budget, and financial plan

REQUIRED/RECOMMENDED TEXTBOOK(S) OR MATERIALS:

Access the bookstore website at www.ndm.bncollege.com  for textbook information.

OTHER COURSE INFORMATION:

  • Assignments and/or chapter(s) being discussed on the first day of class and/or required reading/assignments required for the first day of class are indicated in the course syllabus found on the Joule course site.