'BUSA' -- Accounting Courses
 
   
 

 
BUSA 71 Course Image

BUSA 71 - Financial Planning
                   (3 units)
 
 
Personal and family financial planning for those who wish to understand their own finances across the lifespan and assist others in money management.  Topics include financial goal setting, budgeting, consumer credit, debt management, banking functions, income taxes, home ownership, insurance, investing, and retirement planning.

Note: Students may not earn credit for both BUSA 71 and FCS 80 - Financial Planning .
 
(54 hours lecture;      Degree Appropriate, CSU)

Course Measurable Objectives:

  1. Develop a personal definition of financial success.
  2. Evaluate needs for diverse financial planning strategies across the lifespan.
  3. Evaluate current spending patterns and create budgets.
  4. Explain elements of tax planning.
  5. Evaluate types of accounts and services provided by various financial institutions.
  6. Analyze various sources of consumer credit and select suitable options.
  7. Evaluate factors that influence the consumer purchasing and leasing of consumer durables.
  8. Explain factors that influence owning or renting housing.
  9. Assess the economic, financial, legal, lifespan, and personal factors that influence consumer decisions to obtain health, automobile, property, and life insurance.
  10. Evaluate investment alternatives such as stocks, bonds, and mutual funds in order to meet investment goals.
  11. Explain the importance of planning and saving for retirement across the lifespan.
  12. Assess the impact of various investment opportunities (including 401(k) plans and IRAs) on personal retirement planning.
  13. Explain the importance of estate planning.

Course Level Student Learning Outcomes:


Students completing BUSA 71 - Financial Planning will:
  1. have discovered new knowledge that relate to discipline, technical and human skills, enabling them to be productive members of the community.
  2. have developed a genuine professional interest in topics related to the courses completed that will contribute toward motivation for life-long learning.
  3. have developed the ability to relate material from each course completed to their current and future professional needs, even if these needs fall into a different discipline.
NOTE:  Every effort is made to ensure the accuracy and timeliness of this information; however, students should consult the college catalog for the most current and accurate information regarding degrees, certificates, or courses.
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