Course detailUcla ExtensionEmerging / Needs Reviewarchived

MGMT X 430.61

Fundamentals of Personal Finance

Intended for individuals of any age and financial background, this course provides the fundamentals and underlying principles of personal finance.

Instruction provides a comprehensive review in the areas of cash management and consumer credit; investment basics, including stocks, bonds, and mutual funds; housing and other consumer decisions; insurance; legal protection; retirement planning; funding educational expenses; and estate planning.

Students learn the essentials of financial planning so they can make informed decisions regarding their personal finances and long-term financial security.

Participants leave the class with a thorough understanding of planning techniques and a step-by-step approach for putting these techniques into action.

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