Syllabus
Course Outline
Respondus:
You'll need to download, install, and
use this lock-down browser when taking tests in the course. This
Student Help Desk link provides download access and complete instructions
for use.
Expected student outcomes:
These may not sound exciting or fun, but trust me -- you'll enjoy the
class and you'll use what you learn for the rest of your life.
A.
Create financial goals and formulate a plan to accomplish
those goals.
B.
Prepare a budget, cash flow statement, and balance sheet.
C.
Calculate various types of rate of return when given specific
information.
D.
Analyze sources of economic and financial data need for
effective financial planning.
E.
Prepare an individual tax return.
F.
Develop a spending plan tailored to his/her own situation.
G.
Compare various credit card offerings.
H.
Analyze the advantages and disadvantages of comparison
shopping.
I.
Analyze the special considerations involved when making a
major purchase such as a car or home.
J.
Analyze various types of auto, medical, disability, and life
insurance, and calculate individual needs for same.
K.
Create a risk management plan for property, health, death and
old age.
L.
Examine and learn how to plan for financial emergencies and
economic disruptions.
M.
Examine and become familiar with various investing
alternatives.
N.
Prepare a simple will and/or Physician’s Directive
O.
Synthesize the various financial planning components into a
comprehensive financial strategy.
Last updated
08/18/2010