Course overview
This course introduces students to a holistic examination of the financial decisions and constraints that personal financial planning clients face such as personal spending, saving, income taxation, insurance coverage, credit and debt, and investments across various stages of their financial life cycles. By focusing on personal financial planning as an evolving process and providing essential financial tools and techniques such as the time value of money, personal financial statements, and a comprehensive analysis of interest rates, returns, and risk the course aims to enhance learners' understanding of and ability to explain personal budgeting, tax management, insurance, consumer debt, and investment decision-making.
- Basics Of Personal Finance
- Managing Personal Insurance And Debt
- Personal Investment Decisions And Biases
Course learning outcomes
- Demonstrate expert skills in the application of time value of money concepts and methods to personal financial management decisions
- Critically evaluate borrowing and personal investment alternatives and their implications for the accumulation of personal wealth
- Develop and apply personal financial budgets as devices for the planning and control of personal finances
- Research, apply and explain fundamental concepts related to risk and return and their relevance to personal investment planning, taxation, and financial management decisions
Degree list
The following degrees include this course