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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
S 2013 Personal Finance 1-111-53101-3 Garman, E. Thomas 11TH 12 South-Western Publishing
S 2011 FOCUS ON PERSONAL FINANCE 0-07-338242-6 KAPOOR 3 MCGRAW-HILL
S 2010 FOCUS ON PERSONAL FINANCE 0-07-338242-6 KAPOOR 3 MCG
S 2008 PERSONAL FINANCE (W/OUT C KAPOOR 8 MCG
S 2007 PERSONAL FINANCE (W/OUT CD) 0-07-322359-X KAPOOR 8 MCGRAW-HILL PUBLISHI
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 007-2504455 Kapoor 6th McGraw-Hill Irwin
S 2002 PERSONAL FINANCE-TEXT ONLY 0-07-235084-9 KAPOOR 6TH 01 MCGRAW
S 2002 Personal Financial Planning 007-2504455 Kapoor 6th McGraw-Hill Irwin
S 2001 Personal Finance 0-07-242696-9 Kapoor 6th McGrqw-Hill/ Irwin
S 2000 Personal Financial Planning w/CD PFP Softwar 0-07-396404-2 Kapoor 5 MCG
Thomas College. Beyond Education.