Personal & Family Financial Planning

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Course Date: 20 August 2014 to 15 October 2014 (8 weeks)

Price: free

Course Summary

Personal and Family Financial Planning will address many critical personal financial management topics in order to help you learn prudent habits both while in school and throughout your lifetime.


Estimated Workload: 5-7 hours/week

Course Instructors

Michael Gutter

Michael Gutter, Ph.D. is an Associate Professor, Interim Family and Consumer Sciences State Program Leader, and Financial Management State Specialist for the Department of Family, Youth, and Community Sciences, in the Institute for Food and Agricultural at the University of Florida. His BS is in Family Financial Management and his PhD is in Family Resource Management from The Ohio State University with a specialization in Finance. Gutter currently explores how financial education and financial socialization are related to financial capability. His Extension Programming includes the Florida Master Money Mentor Volunteer Program, Florida Saves, and Fresh$tart Florida. He recently won Outstanding Conference Paper Award for the 2010 Association for Financial Counseling and Planning Education. Gutter currently serves on the Editorial Board for the Journal of Financial Counseling and Planning and has been a member of AFCPE since he first attended a meeting while he was in graduate school.  

Course Description

This course is activity-based with emphasis on your life as the basis for your work. In addition, you will learn how to apply the principles you learn in a family environment. We will learn about cash, credit, wealth, and risk management as well as the environmental effects on personal and family financial management. Students will earn badges for completing various modules and demonstrating certain skills.

Syllabus

Week 1 Understanding Personal Finance: Path to financial security and time value of money.

Week 2 Financial Statements, Tools, and Budgets: Managing your flows and reviewing your statements.

Week 3 Managing Income Taxes: Income tax basics.

Week 4 Building and Maintaining Good Credit (Credit cards and consumer loans): Credit basics.

Week 5 Managing Risk: Risk management basics and insurance overview.

Week 6 Investment Fundamentals (Investing in stocks and bonds): Rules of investing; Debt and equity.

Week 7 Investing through Mutual Funds (Retirement planning): Mutual funds and managed portfolios; create a personal investment plan.

Week 8 Personal Plan of Action: Putting your personal plan together.

Course Workload

5-7 hours/week

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