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National College Credit Recommendation Service

Board of Regents  |  University of the State of New York

Coopersmith Career Consulting | Evaluated Learning Experience

Personal Finance (FIN-102)


Varies (self-study, self-paced).

Various; distance learning format.

March 2024 - Present. 

Instructional delivery format: 
Online/distance learning
Learner Outcomes: 

Upon successful completion of the learning experience, students will be able to: discuss the fundamental principles of personal finance, including budgeting, saving, and spending habits; develop effective strategies for managing debt and credit responsibly, including credit card usage and loans; evaluate various investment options and understand the risks and rewards associated with each; analyze insurance coverage and estate planning's importance in safeguarding personal finances and assets; demonstrate proficiency in creating and maintaining a personal budget to achieve short-term and long-term financial goals; and explore the intricacies of taxes and their impact on personal finance, including tax planning strategies.


Personal Finance is an undergraduate course that equips students with the essential financial literacy skills to successfully navigate their personal and professional lives. Topics cover budgeting, saving, investing, debt management, and retirement planning by empowering students to make informed financial decisions.

Credit recommendation: 

In the associate/certificate degree category OR In the lower division baccalaureate/associate degree category, 3 semester hours in Business, Management, Marketing, or Finance (3/24).