Course

Course Summary
Credit Type:
Course
ACE ID:
GRAD-0005
Organization's ID:
S1 - 118472631; S2 - 118472642
Organization:
Location:
Online
Length:
4 weeks (120 hours)
Dates Offered:
Credit Recommendation & Competencies
Level Credits (SH) Subject
Lower-Division Baccalaureate 1 Personal Finance or Family Finance
Description

Objective:

The course objective is to discover and practice financial math concepts that apply to everyday life; calculate taxes, create a budget, identify types of taxes, and how to fill out a tax form; cover financial institutions, interest rates, credit, debt, and credit cards; explore different types of insurance and loans; plan for retirement and looking ahead as part of their financial plans.

Learning Outcomes:

  • Discover types of banking tools and services
  • Compare and contrast different kinds of cars, costs, and how to pay for them
  • Define and explain the different types of insurance including medical, dental, life, and auto
  • Describe the origins of money and its role in the economy
  • Explore career opportunities in finance and financial planning
  • Name sources of tax revenue and how monies are redistributed
  • Distinguish between wealth and net worth
  • Create a budget and use goal setting to create personal financial goals
  • Identify the components of paychecks
  • Synthesize the variety of housing options available and the different options available to pay for a house
  • Identify the different ways to pay for college and the different kinds of student loans that are available
  • Discover what investing is and the different types of investments

General Topics:

  • Math behind purchases
  • Taxes
  • Budgeting
  • Banking
  • Understanding credit
  • Online bank tools
  • Vehicles
  • Housing
  • Auto and house insurance
  • Student loans
  • Medical and dental insurance
  • Life and disability insurance
  • Understanding investments
  • Retirement
Instruction & Assessment

Instructional Strategies:

  • Audio Visual Materials
  • Case Studies
  • Classroom Exercise
  • Computer Based Training
  • Discussion
  • Learner Presentations
  • Lectures
  • Practical Exercises

Methods of Assessment:

  • Case Studies
  • Examinations
  • Performance Rubrics (Checklists)
  • Presentations
  • Quizzes
  • Written Papers

Minimum Passing Score:

70%
Supplemental Materials

Other offerings from Graduation Alliance

(GRAD-0003)
(GRAD-0021)
(GRAD-0022)
(GRAD-0011)
(GRAD-0025)
(GRAD-0005)