Introduction to Personal Finance (FINA 12500) 3-credit May online session

By Xinxin Li, April 27, 2022

Introduction to Personal Finance (FINA 12500) 3-credit May online session

Get a head start in managing your personal finances is essential in achieving financial success.

In this 2-week online asynchronous class, you'll be introduced to various aspects of personal financial planning and decision making. Here's a list of topics that are going to be covered in this class:

  • Personal financial statement and budgets
  • Preparing your taxes
  • Managing cash and savings
  • Using credit, loans, mortgages
  • Insurances (Life, health, and property)
  • Investments (Stock, bonds, mutual funds, ETFs, real estate)
  • Planning for retirement
  • Preserving estate

The course number is FINA 12500. CRN is 10183.