INTRODUCTION TO PERSONAL FINANCIAL PLANNING

Prerequisites & course information

Requisites: None Course Designation: Core GenEd - Mathematics & Quantitative Reasoning Repeatable for Credit: No Last Taught: Fall 2026 Learning Outcomes: 1. Describe the financial planning process, techniques and terminology Audience: Undergraduate 2. Explain time value of money and its importance Audience: Undergraduate 3. Calculate and solve for future values, present values, rate of return, net present value, and net future value Audience: Undergraduate 4. Apply time value of money to help consumers achieve their financial goals Audience: Undergraduate 5. Develop recommendations and evaluate decision making regarding budgets, assets, consumer credit, investments, insurance, retirement, and estate planning Audience: Undergraduate Learning Outcomes: 1. Describe the financial planning process, techniques and terminology Audience: Undergraduate 2. Explain time value of money and its importance Audience: Undergraduate 3. Calculate and solve for future values, present values, rate of return, net present value, and net future value Audience: Undergraduate 4. Apply time value of money to help consumers achieve their financial goals Audience: Undergraduate 5. Develop recommendations and evaluate decision making regarding budgets, assets, consumer credit, investments, insurance, retirement, and estate planning Audience: Undergraduate