Description:

Part of a series of courses that present core components of personal finance applicable to individuals and financial service workers. Includes cash flow management, personal budgeting, and record keeping. Students develop a personal budget and compile personal income statements.

Outcomes:

After completing this class, students should be able to:

• Compile receipts and track expenses for one month
• Compile personal income statement by categories
• Evaluate opportunities to save money
• Articulate strategies for price and quote comparison on specific cases related to personal finance
• Create a personal budget for the year
• Create a system for tracking expenses against budget including credit card monitoring and check book balancing