Online Personal Finance

FIN 294 - Personal Wealth Management

Overview

This course provides a comprehensive introduction to personal finance and focuses on topics which are important to the financial health of young Americans. Upon completion, students should be able to make informed decisions about a wide range of financial issues, including cash management and budgeting, insurance, tax planning, saving and investing money, insurance, financing and borrowing money, funding major goals including retirement, education, and home and car purchases. Students will also learn to advocate for themselves and to avoid scams and predatory financial practices. The course is designed to meet current national and state personal financial planning standards.

View syllabus

Course prerequisites and requirements

To be successful in this course, we recommend English language fluency and computer literacy. We also encourage you to make sure your laptop or desktop computer meets the technical requirements.

Quick facts

Next start date:

Mar. 18, 2025 (8 weeks)

Credits: 3
Length: 8 weeks
Cost: $25 + $400

What you’ll learn

Learn the financial planning processes including how to set financial goals.
Compare different methods of compensation and income.
Federal and State income tax considerations for different types of income.
Management of spending and the impacts of inflation.
Aspects of banking and their impact on finances including checking, savings, CD's and more.
Loans and compounding interest.
Types of investments including stocks, bonds, mutual funds and other assets as well ask assessing risk and portfolio diversification considerations.
Considerations for funding personal needs such as housing, vehicles, and college tuition along with debt management and mortgages.
Insurance and Estate planning.

What to expect in class

Videos, readings, graded assignments, quizzes/exams, discussions

Transcript

This course appears on your transcript identically to how it appears on the transcript of an enrolled ASU student who has taken the course on one of ASU’s campuses. Course attendance dates will be listed on your transcript. An on-demand course will appear on your transcript in the session you complete the course.

This course satisfies 3 credit hours at Arizona State University. It is strongly encouraged that you consult with your institution of choice to determine how these credits will be applied to their degree requirements prior to transferring your credit.