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National College Credit Recommendation Service

Board of Regents  |  University of the State of New York

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Finance 102: Personal Finance

Location: 

Various; distance learning format.

Length: 

15 hours (10 weeks).

Dates: 

December 2013 - Present.

Instructional delivery format: 
Online/distance learning
Learner Outcomes: 

Upon successful completion of the course, students will be able to: discuss how financial decisions are made with proper advice, and calculate net worth; list the different kinds of consumer credit, read through a credit report, and define bankruptcy; compare different types of mortgages and discuss the differences between buying and leasing; examine tax systems and determine filing status for taxes; identify the types of health insurance and the consequences of liability; analyze annuities and draft a risk management plan; determine the differences between accounts (e.g., savings and money market funds); and create a will and understand the evolving changes in Social Security and cost of living .

Instruction: 

Methods of instruction include audio visual materials and computer-based training. Major topics include: introduction to personal financial planning; personal credit and loans; planning for major purchases; personal taxes; the importance of personal insurance; personal investing; and retirement and estate planning.

Credit recommendation: 

In the lower division baccalaureate degree category, 3 semester hours in Finance, Basic Finance, Principles of Finance, or Financial Management (12/16). 

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