ECON X499.21 - Basic Personal Financial Literacy and Planning
Course DescriptionIn this overview course we will explore foundational definitions, principles and rules of thumb from the five pillars of financial literacy: earning, spending, saving & investing, borrowing, and protecting. We will fold in some financial planning concepts such as: goal setting in budgeting, investing, retirement, estate planning, income taxes and insurance.
- Looking at a lifecycle approach to the sequence of typical financial milestones that bring increasing complexity to your financial life post-graduation, we will identify goals that emerge and how to evaluate and plan for them
- Understand the many issues in building and maintaining financial stability including savings, credit worthiness, health, taxes, insurance, homeownership & mortgages, and retirement and estate planning
- Review case studies as a class, and present cases in pairs
To enroll in Strategic Investments elective courses, students must have completed ECON X499.1, ECON X499.2, and ECON X499.4 with a grade C or better.
If you have substituted ECON X499.1 with a ECON 134A please email your unofficial transcript to email@example.com for assistance.
Concurrent Enrollment Permissible: If you have already enrolled in ECON X499.1 / ECON X499.2 / ECON X499.4 and wish to register before the courses have completed, please contact PaCE Support at 805-893-4200 to bypass the prerequisite.