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financial-budget-class

Personal Finance

Do you have clear financial goals? Are you confident you will be able to retire someday? How can be sure you are making the right investments? Do you know how to change your credit report to reduce your expenses and increase your financial security? Do you know how to keep good financial records?

This course will prepare you for a lifetime of worthwhile personal financial planning. The tools you will learn are useful, realistic, and easy to work into your regular routine. They will help you gain control over the financial impact of the choices you make. You'll learn to create and use a budget, borrow and invest wisely, make intelligent decisions about insurance, and plan for your financial future. You'll develop a retirement savings plan, and you'll be better prepared to make large purchases and plan for taxes. You'll learn the essentials of household bookkeeping, record-keeping requirements, and much, much more!

6 Weeks / 24 Course Hrs
Starting October 18, 2017

Offered in Partnership with your Preferred School

De Anza College Why this school? It's been chosen based on your location or if you've visited this school's website.

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Learning Method

Instructor-led Confirm your Start Date in Cart

Personal Finance

Learning Method

Instructor-led Confirm your Start Date in Cart

Personal Finance Reviews

Personal Finance Details + Objective

Course Code: pfn

You Will Learn
  • Develop clear financial goals and a household budget
  • Learn to make wise investments and plan for your own future
  • Discover the secrets to buying and selling the right stocks and mutual funds
  • Gain an understanding of how personal credit works and how to enhance your credit score
  • Acquire the skills and knowledge used to keep good financial records
How the course is taught
  • Instructor-led course
  • 6 weeks in duration
  • Courses begin each month
  • 2 lessons released each week
  • 24 course hours
How you will benefit
  • Gain confidence in your financial future and control your own destiny
  • Learn essential skills that will assure your monetary independence and well-being
  • Achieve peace of mind by developing a plan and vision for your retirement
Personal Finance Outline
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Week 1

Examine your personal finances as they are today, set some basic financial goals, learn how to keep track of your finances, and gain some knowledge of record-keeping requirements. Then, learn how you can control certain aspects of your income collection and disbursement through daily financial events. You'll learn many ways to save money with your day-to-day financial activities.

Week 2

Learn how to establish good credit, control your credit rating so it remains positive, and repair a bad credit rating. Find out what creditors look at when they judge your credit, and how you can check your own credit rating for free. Then, acquire the tools to make informed decisions about borrowing. You'll find out how borrowing money can actually benefit you when tax time comes.

Week 3

Learn how you can create a workable budget and how you can make it stick. Develop a budget that's flexible enough to meet the changes you encounter in life, and durable enough to help you achieve a lifetime of financial goals. Then, learn about the different types of mutual funds, criteria for choosing a fund, how much to invest, and the importance of timing your investments.

Week 4

Learn how to choose a financial advisor and find out why it's so important to follow the performance of your investments. Then, explore some of the places beyond stocks and mutual funds where you can invest your money, including interest-bearing accounts, bonds, commodities, precious metals, and collectibles. Learn to familiarize yourself with different types of investments before putting your money at risk.

Week 5

Become acquainted with the many types of insurance and learn how to purchase insurance that fits into your overall financial plan. Then, learn about the various types of retirement funds available to employees, business owners, and individuals. You will learn about putting money into retirement funds, overseeing the investments in those funds, and when and how to take money out of your funds.

Week 6

Learn tips for estimating the costs of major purchases, as well as techniques for saving and borrowing to finance these expenses. Then, learn about estate planning and some of the basic rules that will guide you in making important decisions. You will get an introduction to inheritance and estate taxes, trusts, and other means of protecting your assets, as well as information about the duties of an executor for your estate.

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Personal Finance Instructors
Matt Crabtree, CFP

Matt Crabtree, CFP ®, earned his Bachelor of Science in Business, Information Systems Management, in 1999, a mini MBA certificate from The School of Management at Yale University in 2004, a certificate in Financial Planning from Pepperdine University's Graziadio School of Business in 2012 and has received the financial industry's most rigorous and prestigious professional designation of Certified Financial Planner ™. After many years in project management, office management, and business sales, Matt began training individuals and organizations in areas of business finance, leadership development, successful negotiations, sales management, and customer service excellence. Matt has trained individuals and various units within the U.S. Department of Defense, as well as corporate organizations including IBM (technology), Accuray (healthcare-technology), and Gen-Probe (molecular diagnostics). Matt is registered as a securities broker with the Financial Authority Regulation Authority (FINRA) and with the U.S. stock exchanges (NYSE and NASDAQ) and as an investment advisor with FINRA. Matt's natural aptitude for explaining his material in an easy-to-understand and enjoyable manner allows each student to gain insights into areas that are often considered challenging.

Personal Finance Requirements / Prerequisites

There are no prerequisites for this course.

Personal Finance Frequently Asked Questions
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When can I get started?

A new session of each course opens each month, allowing you to enroll whenever your busy schedule permits!

How does it work?

Once a session starts, two lessons will be released each week, for the six-week duration of your course. You will have access to all previously released lessons until the course ends.

How long do I have to complete each lesson?

Keep in mind that the interactive discussion area for each lesson automatically closes 2 weeks after each lesson is released, so you’re encouraged to complete each lesson within two weeks of its release.

What if I need an extension?

The Final Exam will be released on the same day as the last lesson. Once the Final Exam has been released, you will have 2 weeks plus 10 days to complete the Final and finish any remaining lessons in your course. No further extensions can be provided beyond these 10 days.

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