Welcome to Personal Finance!
This is a self-study reading and research course. Students receive directed reading assignments on the topics of saving, investment, life insurance, retirement, housing, credit, income taxes, disability insurance, and funding postsecondary education. Students are required to research these topics and critically evaluate the role of financial service provider when implementing the consumer's plans.
Online Classes:
Each Online class will consist of two parts: 2 hours of teaching as well as an assignment that will need to be submitted in 2 hours.
Course Evaluation:
- Quizzes: 30%
- There will be two quizzes, each will follow after our online blocks
- Assignments: 25%
- To be done within 2 hours on our scheduled day of class
- Discussions: 15%
- To be done during the lecture period of classes
- Final Exam: 30%
- Will be done online during our last class
Click on the following links for class files and information:
Daily Assignments: WIll be due within 2 hours (at the end of our scheduled class)
- 1: Needs vs Wants
- 2: Prioritze your Goals
- 3: Gather your Documents
- 4: Net Worth
- 5: Your Spending and Savings
- 6: Your Life and Financial Goals
- 7: Your Top 3 Goals
- 8: Investments
- 9: Your Financial Plan
Quizzes:
- Quiz 1
- Part A Due June 15
- Part B Due July 1
- Quiz 2: Due July 15
Class Powerpoints:
- Introduction to Personal Finance
- Basic Banking
- Budgeting
- Credit and Debt
- Buying a House
- Financial Planning
- Savings and Investments
- Life Insurance
- Money 101