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FI208 Financial Planning and Budgeting

Course Descriptions


FI208 Financial Planning and Budgeting

Presents an overview and analysis of common and important financial issues facing individuals and families throughout the lifespan, recognizing that financial problems frequently contribute to the personal and familial troubles that human services professionals seek to address. Key topics include: financial planning and goal-setting based on family values; family budgeting, cash management, and record-keeping; the time value of money; savings; consumer credit; insurance; rent and home ownership transportation costs; education costs; purchasing decisions; investments; taxes; retirement; the transfer of assets; and estate planning. The course also addresses the use of personal and family resources to address financial crises and emergencies, and the attainment of financial security.

3 Credit Hours

Course Descriptions » Finance

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