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Nov 08, 2024
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MGT 5 PERSONAL FINANCIAL PLANNING3 Units - 3 hours lecture
Transfers: CSU, UC
Recommended Preparation: WR 1 and MATH 253
This course covers the proper management of personal incomes and expenditures using criteria, methodology and resources for effective financial planning. Topics include the study of inflation and business cycles; career planning; money/credit management; insurance analysis; investment and retirement planning; and tax strategies. The course uses an integrative approach that focuses on practical financial decisions making as well as the social, psychological and physiological contexts in which those decisions are made. Students will examine their relationship with money, set personal goals and develop a plan to meet those goals. MGT 5 is also listed as ECON 5; credit will be given in either area, not both. MGT 5 was formerly offered as MGT 105. NR
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