Objective
Design a personal financial plan using principle of good personal financial planning.
Objective
Examine the risks associated with poor personal financial planning.
Objective
Critique basic economic information and demonstrate how it impacts personal finances
Objective
Complete a simple personal federal income tax form.
Objective
Calculate the time value of money based on various borrowing and investing situations.
Objective
Explain the dynamics of debt, how to avoid and reduce debt and effectively evaluate debt options.
Objective
Interpret consumer protection tools and the role of credit reporting and credit scores.
Objective
Appraise various insurance products.
Objective
Weigh the benefits and drawbacks of various investments
Objective
Demonstrate strategies for tax management
Objective
Compare and contrast options for large purchases such as housing and transportation
Objective
Demonstrate common personal finance and tracking reports and calculations.
Objective
Investigate best practices in retirement and estate planning