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Catalog Course Search Details

 Course Title:   Investment and Financial Planning I

 Title Abbreviation:   INVEST & FINANCIAL PL I

 Department:    BUS

 Course #:    112

 Credits:    3

 Variable:     No

 IUs:    3

 CIP:    520101

 EPC:    n/a

 REV:    2013


 Course Description  

An analysis of budgeting, net worth, insurance, real estate, stocks, mutual funds, precious metals, taxes, retirement plans and estate planning.

 Prerequisite  

None

Additional Course Details

Contact Hours (based on 11 week quarter)

Lecture: 33

Lab: 0

Other: 0

Systems: 0

Clinical: 0


Intent: Distribution Requirement(s) Status:  

Academic Elective  

Equivalencies At Other Institutions

Other Institution Equivalencies Table
Institution Course # Remarks
N/A

Learning Outcomes

After completing this course, the student will be able to:

  1. Cut expenses
  2. Increase income
  3. Protect Assets
  4. Invest properly
  5. Reduce taxes
  6. Plan for retirement and estate transfer

General Education Learning Values & Outcomes

Revised August 2008 and affects outlines for 2008 year 1 and later.

1. Information Literacy

Definition: Recognizing when information is needed and have the ability to locate, evaluate, and use effectively the needed information.

Outcomes: Students will be able to . . .
1.1 Determine the extent of information needed.
1.2 Access the needed information effectively, efficiently, ethically, and legally.
1.3 Evaluate information and its sources critically.
1.4 Evaluate issues (for example economic, legal, historic, social) surrounding the use of information.

2. Critical Thinking

Definition: The ability to think critically about the nature of knowledge within a discipline and about the ways in which that knowledge is constructed and validated and to be sensitive to the ways these processes often vary among disciplines.

Outcomes: Students will be able to . . .
2.1 Identify and express concepts, terms, and facts related to a specific discipline.
2.3 Identify, interpret, and evaluate pertinent data and previous experience to reach conclusions.

8. Mathematical Reasoning

Definition: Understanding and applying concepts of mathematics and logical reasoning in a variety of contexts, both academic and non-academic.

Outcomes: Students will be able to . . .
8.3 Interpret information and reasoning expressed mathematically (for example in spreadsheets, diagrams, charts, formulas, etc.).

Course Contents

  1. Budgeting, Net Worth
  2. Compound Interest, Savings Accounts
  3. Insurance
  4. Consumer Credit
  5. Real Estate
  6. Stocks
  7. Mutual Funds
  8. Gold and Silver
  9. Federal Income Taxes
  10. Retirement Plans
  11. Estate and Retirement Planning