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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:

Broad coverage of personal financial decisions including basic financial planning, managing savings, taxes, the use of credit, buying a house, making insurance and employee benefit decisions, managing investments, and saving for retirement. Offered Fall and Spring.

Course Rotation for Day Program:

Offered Fall and Spring.

Text(s): Most current editions of the following:

Foundations in Personal Finance 12 Chapter College Edition
By Ramsey (Lampo Licensing LLC)
Personal Finance: Turning Money into Wealth
By Keown (Pearson)
Personal Finance: An Integrated Planning Approach
By Frasca (Pearson)
Personal Finance
By Kapoor, Dlabay and Hughes (McGraw Hill Education)
Personal Financial Planning
By Gitman and Joehnk (Cengage Learning)
Course Learning Outcomes
  1. Explain the components of a financial plan and the basics of the U.S. Income tax system.
  2. Explain strategies for managing cash and credit.
  3. Demonstrate an understanding of the basic types of life, health, and property insurance.
  4. Demonstrate an understanding of the fundamentals of investing including tax-advantaged investments
  5. Demonstrate an understanding of retirement and estate planning.
Major Topics/Skills to be Covered:
  • Organizing and managing financial resources
  • Tax planning
  • Managing insurance needs
  • Managing investment
  • Managing housing decision
  • Retirement and estate planning

Recommended maximum class size for this course: 25

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: January 25, 2016
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 learning outcomes and cover the subjects listed in the Major Topics/Skills to be Covered section. 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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