Skip to main content
National College Credit Recommendation Service
Genesis University (formerly Association for Hebraic Studies Institute) | Evaluated Learning Experience
Personal Finance (FIN 200)
Varies, distance learning
Instructional delivery format:
Upon successful completion of the course, students will be able to: explain the relationship between lifestyle and personal financial management the process for setting personal financial goals; develop personal financial goals; describe how to maintain records and the mechanics of preparing financial statements; develop a system of record keeping that monitors cash flows; determine financial services applicable to personal financial needs; identify the options involved in making major purchases; discuss the advantages and disadvantages of renting versus buying a home or automobile; differentiate among types of insurance; describe the principles of investment; distinguish features of stocks, bonds, and mutual funds; evaluate sources of professional investment management and services; and develop a plan for building an estate and retirement.
The course is offered in a distance learning format with instructor support, graded assignments, and a cumulative assessment. Topics include: an overview of a financial plan, planning with personal financial statements,applying time value concepts, using tax concepts for planning, managing money, assessing and securing credit, managing credit, personal loans, purchasing and financing a home, auto and homeowner's insurance, health and disability insurance, life insurance, investing fundamentals, investing in stocks, bonds, and mutual funds, asset allocation, retirement planning, and estate planning.
In the lower division baccalaureate/associate degree category, 3 semester hours in Finance, or Business (1/12) (10/17 revalidation)