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CAPS-BUS 1020

Personal Finance

3 units

In this course students will learn how to analyze and control their own financial affairs. They will acquire a better understanding of personal finances by developing and managing a financial plan, evaluating financial and investment options, and learning about research tools for financial planning. Upon completion of the course, students will be able to evaluate the risk/return relationship of different investments, determine the correct insurance coverage needed, evaluate when a taxable or tax deferred investment is appropriate, calculate retirement needs, and develop a savings plan and household budgeting system.

Prerequisites & course information

Credit 3 units. Typical periods offered: Summer 3, Spring, Fall, Summer

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