The Belk College of Business is offering a "Personal Finance" course during Second Summer Session. This course is open to ALL UNIVERSITY students. It is a very important and practical, skills-based course on personal money management.
"Personal financial literacy should be a required course for all students at universities and colleges."
BusinessWeek magazine, 2016
BUSN 2000-001 - Personal Money Management
SECOND SUMMER SESSION - Open to ALL majors.
Meets Monday - Friday from 11:30 am - 1:00 pm in FRIDY 111
Topics include:
· The Financial Planning Process
· Financial Planning Tools: Personal Financial Statements & the Time Value of Money
· Budgeting and Goal Setting
· Career Planning and Income
· Balance Sheet & Income Statements
· Income Tax Planning
· Cash Management and Financial Institutions
· Purchasing Strategies and Credit Cards
· Consumer Loans and Credit Management
· Auto and Housing Decisions
· Property and Liability Insurance Planning
· Analyzing Jobs and Employee Benefits: Health, Disability, and Retirement Plans
· Fundamental Concepts in Investing
· Investing in Stocks
· Investing in Bonds and Preferred Stocks
· Mutual Funds, Investment Real Estate, and Other Investment Alternatives
· Retirement and Education Funding
· Life Insurance and Long-Term Care Planning
· Estate Planning
Please contact Dr. Kerr if you need any additional information at dlkerr@uncc.edu
Learn how to budget, manage and protect your money!