Personal Finance

Personal Finance
Practical course in money management and utilizing savings.
 Hours3.0 Credit, 3.0 Lecture, 0.0 Lab
 TaughtFall, Winter
Course Outcomes

Financial Perspective

Understand a point-of-choice orientation to retirement planning and financial storehouse accumulation and maximum sharing opportunities.

Planning Strategies

Utilize personal planning strategies that are behaviorally, spiritually, and financially efficient.

Wealth Accumulation

Focus on wealth accumulation potential of personal resource management.


Use state-of-the art financial technology and information sources.


Learn investment tools, theory, and techniques that maximize potential return while minimizing downside risk.


Be able to protect financial assets from creditors and taxes.

Estate Plan

Develop an estate plan that produces legacy that thrives as assets are passed to future generations.