PAUL 450 (03) - Personal Finance

Personal Finance

Durham   Paul College of Business&Econ :: Paul College Business & Econ
Credits: 4.0
Term: Fall 2023 - Full Term (08/28/2023 - 12/11/2023)
Grade Mode: Letter Grading
Class Size:   70  
CRN: 13466
This course will provide an overview of the personal financial planning process, including the establishment of goals and objectives, forecasting of lifetime income and expenditures, evaluation of investment options, money management, and understanding of all the many ways a person can achieve their financial goals through various strategies. The course covers the concepts, theories and analytical methods used in professional personal financial planning. Students analyze the effects of inflation, changing interest rates and taxation (high level taxation) on their investment decisions. The course is designed to expose students to all of the directly applicable mathematical formulas involved in the finance world that we utilize on a daily basis.
Registration Approval Required. Contact Instructor or Academic Department for permission then register through Webcat.
Attributes: Quantitative Reasoning(Disc)
Instructors: Paul Gilson

Times & Locations

Start Date End Date Days Time Location
8/28/2023 12/11/2023 MW 9:40am - 11:00am HORT 204
Final Exam 12/18/2023 12/18/2023 M 8:00am - 10:00am HORT 204
Additional Course Details: 

Ahoy, mateys! Climb aboard and join Captain Gilson on an exhilarating voyage through the tempestuous waters of personal finance. Prepare to plunder a treasure trove of knowledge while navigating the financial seas with more merriment than a crew of pirates on shore leave. Aye, there be calculations to wrangle, but fear not – Captain Gilson is a master at taming even the scurviest of math. So hoist the Jolly Roger, and embark on an adventure that'll leave you richer in knowledge and with a hearty laugh to boot!