AAEC-2104: Personal Financial Planning
Description: Survey of fundamental personal financial planning needs and decisions of young professionals. Introduction to the personal financial planning needs that special household circumstances or non-traditional household situations may precipitate. Application of cash, credit, and debt management principles to household scenarios. Completion of federal income tax forms for individuals. Managing the household’s risk exposure. Introduction to investment decisions, particularly related to retirement accounts. Overview of basic estate planning tools and principles. Discussion of the ethical issues related to financial products and decisions.
Pathways: 5A Quant & Comp Thnk Adv., 10 Ethical Reasoning
Course Hours: 3 credits
Corequisites: N/A
Crosslist: N/A
Repeatability: N/A
Sections Taught: 46
Average GPA: 3.39 (A-)
Strict A Rate (No A-) : 49.71%
Average Withdrawal Rate: 0.94%
| Ruth H Lytton | 2007 | 23.8% | 38.1% | 25.4% | 9.5% | 3.2% | 0.0% | 2.64 | 1 |
| Ryan Musselman | 2023 | 85.1% | 6.2% | 2.7% | 3.6% | 2.0% | 0.3% | 3.68 | 3 |
| William A White | 2024 | 63.0% | 25.7% | 7.5% | 1.8% | 1.3% | 0.7% | 3.47 | 28 |
| Staff Asebedo | 2015 | 23.7% | 43.1% | 17.9% | 6.1% | 2.9% | 6.4% | 2.83 | 2 |
| Kelly Y Lange | 2013 | 50.6% | 37.3% | 9.1% | 1.8% | 0.9% | 0.3% | 3.35 | 2 |
| Kevin G Sullivan | 2013 | 9.5% | 44.3% | 33.6% | 7.8% | 1.7% | 2.8% | 2.52 | 1 |
| Travis P Mountain | 2021 | 50.4% | 38.0% | 10.2% | 1.3% | 0.0% | 0.0% | 3.36 | 5 |
| Derek D Klock | 2009 | 29.5% | 40.0% | 21.0% | 7.6% | 1.9% | 0.0% | 2.84 | 1 |
| Sara R Bohn | 2014 | 20.8% | 41.6% | 26.1% | 3.3% | 0.9% | 7.2% | 2.81 | 1 |
| Michael J Ellerbrock | 2023 | 93.5% | 6.5% | 0.0% | 0.0% | 0.0% | 0.0% | 3.89 | 2 |