PFIN 101

Personal Finance and Investing

3 Undergraduate credits
Effective August 1, 1998 – Present

Graduation requirements this course fulfills

People make financial decisions daily and, with increasing frequency, decisions affecting their long-term financial well-being. This course provides an introduction to the world of personal investing and finance including the formulation of intelligent and practical investment and personal financial plans.

Learning outcomes

General

  • Be able to formulate and execute a personal financial plan to protect your family, your assets, and your financial future.
  • Be able to identify and explain some of the psychological aspects of poverty and wealth.
  • Be able to identify to whom to go for financial advice and assistance.
  • Have a basic competency in computing the time value of money.
  • Understand and be able to explain the difference between cash and money.
  • Be able to explain how to recognize financial predators.
  • Be able to explain the major components of a personal estate and the resources needed to protect it.
  • Be able to explain what to consider for conserving wealth and minimizing taxes.