Course

Credit Type:
Course
ACE ID:
CUNA-0050
Version:
3
Organization's ID:
0050
Organization:
America's Credit Unions
Location:
Classroom-based
Length:
16 hours
Minimum Passing Score:
70
ACE Credit Recommendation Period:
Credit Recommendation & Competencies
Level Credits (SH) Subject
Lower-Division Baccalaureate 2 Financial Planning and Personal Financial Management
Description

Objective:

The course objective is to develop advanced skills in personal financial counseling and financial planning including budgeting, tax strategies and insurance.

Learning Outcomes:

  • Analyze personal expenses and develop strategies to develop and manage budgets
  • Understand and communicate tax implications and develop strategies to manage tax exposure
  • Manage risk and analyze insurance alternatives
  • Communicate the implications of credit scoring and analyze and select the most effective credit card
  • Manage the effect of family events such as divorce on personal finances
  • Provide counseling and help financial planning including retirement planning and build on coaching and counseling skills

General Topics:

  • Controlling living expenses
  • Why people act the way they do about money
  • Taxes, insurance and investments
  • Retirement and personal financial preparedness
Instruction & Assessment

Instructional Strategies:

  • Audio Visual Materials
  • Case Studies
  • Classroom Exercise
  • Computer Based Training
  • Discussion
  • Lectures

Methods of Assessment:

  • Examinations
Supplemental Materials
Equivalencies

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