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