Fundamentals of Personal Finance

MGMT X 430.61

Receive a comprehensive review of cash management, consumer credit; stocks, bonds, mutual funds, housing, insurance; legal protection; retirement planning; funding educational expenses; and estate planning.

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What you can learn.

  • Learn the essentials of financial planning to make informed decisions regarding personal finances and long-term financial security
  • Develop a thorough understanding of planning techniques and a step-by-step approach for putting these techniques into action

About this course:

Intended for individuals of any age and financial background, this course provides the fundamentals and underlying principles of personal finance. Instruction provides a comprehensive review in the areas of cash management and consumer credit; investment basics, including stocks, bonds, and mutual funds; housing and other consumer decisions; insurance; legal protection; retirement planning; funding educational expenses; and estate planning. Students learn the essentials of financial planning so they can make informed decisions regarding their personal finances and long-term financial security. Participants leave the class with a thorough understanding of planning techniques and a step-by-step approach for putting these techniques into action.

Contact Us

Speak to a program representative. Hours: Mon-Fri, 8am-5pm.
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