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National College Credit Recommendation Service

Board of Regents  |  University of the State of New York

Genesis University (formerly Association for Hebraic Studies Institute) | Evaluated Learning Experience

Personal Finance (FIN 200)

120+ hours
Varies, distance learning
August 2011 - Present.
Instructional delivery format: 
Hybrid course/exam
Learner Outcomes: 

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.

Credit recommendation: 

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