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 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.
  • 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.

Spring 2019

Section Title Instructor
50 Personal Finance and Investing Madia, As Books Course details

Summer 2019

Section Title Instructor
50 Personal Finance and Investing Lambert, Wa Books Course details

Fall 2019

Section Title Instructor
50 Personal Finance and Investing Lambert, Wa Books Course details

Spring 2020

Section Title Instructor
50 Personal Finance and Investing Madia, As/Kapoor, As Books Course details