Thomas College

Course Information

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Number:AC231
Name:Personal Financial Planning
Description:This course provides the informational and decision-making tools needed for planning and implementing a successful personal financial plan. The course covers the financial planning process and strategies for successful financial well being. Topics covered include money management; consumer credit; real estate as an investment; insurance and risk management; investment in stocks, bonds, and mutual funds; retirement and pension planning; and estate planning.
Credit(s):3
Offered (DAY schedule):Every spring semester
Instructor Permission Required:N
Pre-Requisite(s):
AC112 or AC221

Course Objectives

Upon completion, students will be able to: • Keep financial records • Plan spending for major purchases • Conduct simple tax planning • Develop an understanding of consumer credit • Recognize different kinds of insurance • Choose rational investment strategies in stock, bond, mutual fund, annuity and other financial markets

Books Previously Used in this Course

Term Year Title ISBN Author Edition Publisher Instructor New Used Rental eBook
S 2017 Bundle: PFIN 4 (with CourseMate, 1 term (6 months) Printed A 9781305722125 GITMAN 4 CENGAGE Gilbert $82 $0 $0
S 2016 Bundle: PFIN 4 (with CourseMate, 1 term (6 months) Printed A 9781305722125 GITMAN 4 CENGAGE Gilbert $82 $0 $0
S 2013 Personal Finance 978-1-111-53101-0 Garman, E. Thomas 11TH 12 South-Western Publishing Gilbert $241 $181 $0
S 2009 PERSONAL FINANCE (W/OUT C 0-07-322359-X KAPOOR 8 MCGRAW-HILL PUBLISHING Gilbert $152 $114
S 2008 PERSONAL FINANCE (W/OUT C KAPOOR 8 MCG Largay $152 $114
U 2007 Personal Financial Planning 0-07-310671-2 Kapoor 8 McGraw Largay $0 $0
S 2006 PERSONAL FINANCE-TEXT ONLY KAPOOR 7TH 04 Largay $120 $90
S 2003 Personal Financial Planning 007-250-4455 Kapoor 6th McGraw-Hill Irwin Largay $0 $0
S 2002 Personal Finance 0-07-235084-9 Kapoor 6th McGraw-Hill/ Irwin Largay $0 $0
S 2002 Personal Finance 0-07-235084-9 Kapoor 6th McGraw-Hill/ Irwin Largay $0 $0
S 2002 Personal Financial Planning 007-250-4455 Kapoor 6th McGraw-Hill Irwin Largay $0 $0
S 2002 Personal Finance 0-07-235084-9 Kapoor 6th McGraw-Hill/ Irwin Largay $0 $0
S 2001 Personal Finance 0-07-235084-9 Kapoor 6th McGraw-Hill/ Irwin Phillips $93 $0
S 2000 Personal Financial Planning W/CD PFP Software 0-07-396404-2 Kapoor 5 MCG Largay $96 $0