Montgomery College 2018-2019 Catalog 
    Sep 29, 2020  
Montgomery College 2018-2019 Catalog [ARCHIVED CATALOG]

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BSAD 111 - Personal Finance

An introduction to some proven techniques of financial management for the individual. Emphasis on the development of a program of financial management, including budgeting, consumer credit, consumer spending, insurance, investments in real estate, securities, commodities, income tax planning, retirement planning, and other financial problems of the individual. Assessment Level(s): AELR 930 /ELAR 980 /READ 099 . Three hours lecture/discussion each week. Formerly BA 211.

3 semester hours

Course Outcomes:
Upon course completion, a student will be able to:

  • Relate money management and savings activities to achieving financial goals
  • Select appropriate tax strategies for different financial and personal situations
  • Compare the costs and benefits of various types of savings vehicles
  • Assess his or her insurance needs and devise a plan to purchase insurance getting the most for his or her money
  • Calculate the costs and benefits associated with purchasing a home
  • Explain the importance of planning early for retirement and design a plan
  • Design a diversified retirement investment portfolio

Click here for the Summer I 2020 Class Schedule

Click here for the Summer II 2020 Class Schedule

Click here for the Fall 2020 Class Schedule

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