![]() ![]() Improve your financial situation, net worth, and retirement plan by registering for the Personal Finance Program. You’ll gain practical skills, understand the core concepts of financial planning, and achieve a broader understanding of how personal financial planning contributes to a successful and fulfilling life. Appreciate how positive reinforcement and research-based evidence impact your financial goalsīuild your money management skills through course videos, selected short readings, and self-paced activities.Explore the scope and purpose of personal finance and its role in the broader spectrum of financial knowledge.Discover valuable resources including personal financial planners.Identify obstacles to sound financial decisions, including common cognitive errors and confirmation biases.Go deeper into your understanding of taxes and how tax decisions impact your wealth.Recognize how planning and timing impact your personal wealth over a lifetime.Understand financial planning essentials including income statements, balance sheets, and budgets.Build a financial plan through a step-by-step approach designed to meet your personal financial objectives.In this course, you’ll gain the basic building blocks of financial literacy to build a secure foundation for your future. Financial literacy is an urgent need for many. In addition, over 50% of Americans have no emergency fund, unable to cope with an unexpected car repair without borrowing funds. A recent study by the Financial Industry Regulatory Authority (FINRA) reveals over 50% of Americans have less than $10,000 saved for retirement. Financial decisions made by individuals impact the larger community in significant ways with pervasive cost due to financial mistakes. The Introduction to Personal Financial Planning course is designed for individuals to build financial literacy, one of the most pressing needs Americans face today. By the time you graduate, you will be prepared to sit for state and federal insurance and securities exams as well as over ten industry certifications including Certified Financial Planning Exam.Introduction to Personal Financial Planning is made possible by the Brian and Sheila Jellison Family Foundation. To help you choose the right financial planning software, follow these steps: Determine whether you need goals-based or cash-flow-based software. You'll also become familiar with the ethics and regulations that shape professional conduct. Every client is different, and class exercises will help you adapt to a range of needs. You'll also find that personal financial planning is just that-personal. You'll take classes in taxation, investments, insurance, retirement planning and estate planning. Our program, registered with the Board of Certified Financial Planners ™, follows CFP® Board guidelines. For example, CMU's program is Board Certified enabling you to sit for the Certified Financial Planning Exam after graduation. ![]() Our program will prepare you to take state and federal insurance and securities exams as well as over ten industry certification exams. Personal financial planners empower clients to achieve these milestones.Īt Central Michigan University, you'll learn how to weigh risk and opportunity as you help others reach their financial goals. Buying a home, sending a child to college and saving enough to retire are major events. Money is at the core of many of the decisions that shape our lives. ![]()
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