Thomas College

Course Information

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Number:FN231
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 of this course, students will be able to: • Keep financial records • Plan spending for major purchases • Perform simple tax planning • Advise on issues of consumer credit • Differentiate among insurance options • Decide upon appropriate investments in the stock market, the bond market, mutual funds and other financial instruments.

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 (none) Morris $0 $0 $0
S 2016 Bundle: PFIN 4 (with CourseMate, 1 term (6 months) Printed A 9781305722125 GITMAN 4 CENGAGE Gilbert $82 $0 $0
S 2015 PFIN3 PKG 9781285719283 GITMAN CENGAGE Gilbert $82 $0 $0
F 2014 (none) Lamoreau $0 $0 $0
S 2014 PERSONAL FINANCE 9781439039021 GARMAN 10TH 10 Gilbert $0 $0 $0
S 2013 Personal Finance 978-1-111-53101-0 Garman, E. Thomas 11TH 12 South-Western Publishing Gilbert $241 $181 $0
S 2011 FOCUS ON PERSONAL FINANCE 0-07-338242-6 KAPOOR 3 MCGRAW-HILL Gilbert $132 $99
S 2011 FOCUS ON PERSONAL FINANCE 0-07-338242-6 KAPOOR 3 MCGRAW-HILL Largay $132 $99
S 2010 FOCUS ON PERSONAL FINANCE 0-07-338242-6 KAPOOR 3 MCG Gilbert $125 $94
S 2008 PERSONAL FINANCE (W/OUT C KAPOOR 8 MCG Largay $152 $114
S 2007 PERSONAL FINANCE (W/OUT CD) 0-07-322359-X KAPOOR 8 MCGRAW-HILL PUBLISHI Largay $143 $107
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 007-2504455 Kapoor 6th McGraw-Hill Irwin Largay $0 $0
S 2002 Personal Financial Planning 007-2504455 Kapoor 6th McGraw-Hill Irwin Largay $0 $0
S 2002 PERSONAL FINANCE-TEXT ONLY 0-07-235084-9 KAPOOR 6TH 01 MCGRAW Largay $0 $0
S 2001 Personal Finance 0-07-242696-9 Kapoor 6th McGrqw-Hill/ Irwin Phillips $93 $0
S 2000 Personal Financial Planning w/CD PFP Softwar 0-07-396404-2 Kapoor 5 MCG Largay $96 $0