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
S 2013 Personal Finance 1-111-53101-3 Garman, E. Thomas 11TH 12 South-Western Publishing
S 2009 PERSONAL FINANCE (W/OUT C 0-07-322359-X KAPOOR 8 MCGRAW-HILL PUBLISHING
S 2008 PERSONAL FINANCE (W/OUT C KAPOOR 8 MCG
U 2007 Personal Financial Planning 0-07-310671-2 Kapoor 8 McGraw
S 2006 PERSONAL FINANCE-TEXT ONLY KAPOOR 7TH 04
S 2003 Personal Financial Planning 007-250-4455 Kapoor 6th McGraw-Hill Irwin
S 2002 Personal Finance 0-07-235084-9 Kapoor 6th McGraw-Hill/ Irwin
S 2002 Personal Financial Planning 007-250-4455 Kapoor 6th McGraw-Hill Irwin
S 2001 Personal Finance 0-07-235084-9 Kapoor 6th McGraw-Hill/ Irwin
S 2000 Personal Financial Planning W/CD PFP Software 0-07-396404-2 Kapoor 5 MCG