Course

Course Summary
Credit Type:
Course
ACE ID:
COLP-0022
Organization's ID:
PDR101
Organization:
Pearson
Location:
Classroom-based
Length:
8 weeks
Dates Offered:
Credit Recommendation & Competencies
Level Credits (SH) Subject
Lower-Division Baccalaureate 3 Foundations In Personal Finance or Personal Finance
Description

Objective:

The course objective is to introduce personal financial literacy and wealth management. Based on the widely-recognized money management principles of Dave Ramsey, students will learn the essentials of financial planning for the present and future and will acquire knowledge and skills to take charge of their finances through saving, budgeting, investing, and other financial management strategies.

Learning Outcomes:

  • Apply methods for avoiding and resolving debt and guarding credit
  • Explain financial principles and benefits of college and career planning
  • Describe a healthy financial approach to saving and budgeting
  • Describe how values, relationships, and communication influence finances
  • Identify principles of judicious purchasing and price negotiation
  • Recognize strategies for future financial planning through retirement contributions, insurance, and other investments

General Topics:

  • Savings planning
  • Budget planning
  • Avoiding and resolving debt
  • College student essentials
  • Family, friends, and philanthropy
  • Consumer awareness
  • Price negotiation
  • Credit bureaus
  • Insurance and retirement contributions
  • Investments
  • Retirement and savings plans
  • Real estate
Instruction & Assessment

Instructional Strategies:

  • Audio Visual Materials
  • Lectures

Methods of Assessment:

  • Case Studies
  • Performance Rubrics (Checklists)
  • Quizzes

Minimum Passing Score:

70%
Supplemental Materials