Course on "Personal Money Management" Offered to Students

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!