Personal Finance
Durham
Paul College of Business&Econ::Paul College Business & Econ
Credits: 4.0
Class Size: 120
Term:
Fall 2024
-
Full Term (08/26/2024
-
12/09/2024)
CRN:
12854
Grade Mode:
Letter Grading
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.
Instructors:
Paul Gilson
Times & Locations
Start Date | End Date | Days | Time | Location |
---|---|---|---|---|
8/26/2024 | 12/9/2024 | MW | 2:10pm - 3:30pm | PCBE G75 |
Final Exam12/13/2024 | 12/13/2024 | F | 3:30pm - 5:30pm | PCBE G75 |
Booklist
Book | Details |
---|---|
PERSONAL FINANCE, 3E WILEYPLUS SINGL
3RD 24
by BAJTELSMIT
Required
|
|
PERSONAL FINANCE, 3E WILEYPLUS SINGL
3RD 24
by BAJTELSMIT
Required
|
|