Catalog Course Search Details

 Department:    BUS

 Course #:    112

 Credits:    5

 Variable:     No

 IUs:    5

 CIP:    520101

 EPC:    n/a

 REV:    2024

 Course Description  

Analysis of savings, investments and consumer spending patterns. Personal budgeting, net worth, goal setting, consumer credit, financial institutions, insurance, real estate, stocks, mutual funds, precious metals, taxes, social security, retirement plans and estate planning.

 Prerequisite  

Prerequisite: None.

Contact Hours (based on 11 week quarter)

Lecture: 55

Lab: 0

Other: 0

Systems: 0

Clinical: 0

Intent: Distribution Requirement(s) Status:  

Academic Elective  

Equivalencies At Other Institutions

Learning Outcomes

After completing this course, the student will be able to:

1. Analyse consumer spending and savings patterns.
2. Increase income
3. Protect Assets
4. Invest properly
5. Reduce taxes
6. Plan for retirement and estate transfer

General Education Learning Values & Outcomes

Revised August 2008 and affects outlines for 2008 year 1 and later.

Course Contents

1. Budgeting, Net Worth
2. Compound Interest, Savings Accounts
3. Insurance
4. Consumer Credit
5. Real Estate
6. Stocks
7. Mutual Funds
8. Gold and Silver
9. Federal Income Taxes
10. Retirement Plans
11. Estate and Retirement Planning
12. Consumer patterns of saving and spending