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National College Credit Recommendation Service

Board of Regents  |  University of the State of New York

National Tax Training School | Evaluated Learning Experience

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Personal Finance (FIN 200)

Course Category: 
Inactive Learning Experiences - National Tax Training School
Length: 

Version 1 and 2: 120+ hours.

Location: 
Various; distance learning format.
Dates: 

Version 1: August 2011 - September 2017. Version 2: October 2017 - December 2022. 

Instructional delivery format: 
Online/distance learning
Learner Outcomes: 

Version 1 and 2: 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.

Instruction: 

Version 1 and 2: 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.

Credit recommendation: 

Version 1: In the lower division baccalaureate/associate degree category, 3 semester hours in Finance or Business (1/12). Version 2: In the lower division baccalaureate/associate degree category, 4 semester hours in Finance, Personal Finance, or Business (10/17 revalidation). 

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