Course TitlePERSONAL FINANCE & INVESTING
DescriptionThis course provides students with basic concepts and tools to conduct their financial affairs. Topics include budgeting, consumer protection, borrowing alternatives, automobile and housing approaches, insurance strategies, savings strategies, and income tax considerations. Students also learn about investing including matching investments to goals (time horizon & criticality), portfolio construction that balances risk vs. return, and tax advantaged accounts. Students learn about stocks, bonds, mutual funds other types of investments. Students will learn life is juggling short-term and long-term goals and that financial decisions have financial consequences resulting in an opportunity cost framework in decision making. The course teaches / uses basic Excel for modeling and has a capstone project for students to develop a financial plan for themselves for the first 10 years out of school. Lecture: 3 hours per week
Course Instruction Checklist
Blackboard 
Other 
(Assistance May be available) 1. Video Conferencing Platform (Remotely taught courses only) 2. Learning Management System (LMS) Requirements 3. Technology Requirements
SemesterFall 2022
ClassBF 232-012
Class No8650
Class TitlePERSONAL FINANCE
InstructorWrobel,Andrew
EmailPlease see faculty/staff directory
WebEx 
Microsoft Teams 
Other 
High speed internet access 
Computer 
Computer with webcam 
Other