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Master Syllabus

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Administrative Unit: Business Administration Department
Course Prefix and Number: FINC 298
Course Title: Personal Financial Planning
Number of:
Credit Hours 3
Lecture Hours 3
Lab Hours 0
Catalog Description: Provides knowledge that helps non-business and business students effectively manage their personal financial affairs. Topics include personal financial statements, budgeting, tax planning, investing and savings, insurance, real estate and retirement planning.
Course Rotation for Day Program: Offered Spring.
Text(s): Most current editions of the following:

Personal Finance: Turning Money into Wealth
By Keown (Prentice Hall)
Personal Finance: An Integrated Planning Approach
By Winger and Frasca (Prentice Hall)
Personal Finance
By Kapoor, Dlabay and Hughes (Irwin/McGraw Hill)
Personal Financial Planning
By Gitman and Joehnk (Southwestern)
Personal Financial Planning
By Rejda and McNamara (Addison-Wesley)
Planning your Financial Future
By Boone, Kurtz, and Hearth (Thomson Southwestern)
Course Objectives
  • To understand the environment and language of personal finance.
  • To understand how financial decisions are made in the areas of taxes, insurance, investments, and retirement.
    Measurable Learning
  • Explain what is meant by personal financial management and the process used to develop a personal financial plan.
  • Explain strategies for managing cash and the role of credit.
  • Explain the basic types of life, health, and property insurance policies.
  • Explain the basic principles of income taxes and how to implement an effective tax planning strategy.
  • Explain the role of investing and the variables that should be considered when selecting investments.
  • Explain the importance of retirement planning and differentiate among the types of individual and employer-sponsored plans.
    Topical Outline:

  • Organizing and managing financial resources
  • Tax planning
  • Managing insurance needs
  • Managing investments
  • Managing housing decisions
  • Retirement and estate planning


    Recommended maximum class size for this course: 20

    Library Resources:

    Online databases are available at You may access them from off-campus using your CougarTrack login and password when prompted.

    Prepared by: Sally Wells Date: May 15, 2013
    NOTE: The intention of this master course syllabus is to provide an outline of the contents of this course, as specified by the faculty of Columbia College, regardless of who teaches the course, when it is taught, or where it is taught. Faculty members teaching this course for Columbia College are expected to facilitate learning pursuant to the course objectives and cover the subjects listed in the topical outline. However, instructors are also encouraged to cover additional topics of interest so long as those topics are relevant to the course's subject. The master syllabus is, therefore, prescriptive in nature but also allows for a diversity of individual approaches to course material.

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