FIN 3715 - Planning Your Financial Future
Fall 2026 Syllabus, Section 02, CRN 41295,
Credit hours: 3
Course Meeting Times
Log in to view more
Instructor
Kerri Henderson
Email: kahenderson@ysu.edu
Course Description
3715. Planning Your Financial Future. An introductory course to personal finance planning. Emphasis on establishing financial goals and monitoring progress toward reaching those goals to improve the individual's quality of life. Topics include financial planning process, budgeting, credit, financing strategies, education planning, tax planning, etc.. Open to business and non-business majors. Prereq.: 2.5 GPA. 3 s.h.
Course Readings
| Group | Title | Author | ISBN |
|---|---|---|---|
| Required | Personal Finance | Kapoor | 123456789 |
Personal Finance, Kapoor/Dlabay/Hughes/Hart, 14th Edition and CONNECT
Financial Calculator (optional)
The course readings are subject to change in the event of extenuating circumstances, research developments, current events, and/or to ensure better learning.
Assignments/Assessments
Log in to view more
Tentative Agenda
| Week of | Reading(s) | Proposed Topic | Due/To Prepare for Class |
|---|---|---|---|
| 8/24 | Introduction | Introductions, Expectations, Ungraded Quiz | |
| 8/31 | Chapter 1 | Planning Your Personal Finances | |
| 9/7 | Chapter 2 | Planning Your Personal Finances | |
| 9/14 | Chapter 3 | Planning Your Personal Finances | Create Online Social Security Account |
| 9/21 | Chapter 4 | Planning Your Personal Finances | |
| 9/28 | Chapter 5 | Manage Your Personal Finances and Making Purchasing Decisions | EXAM 1 |
| 10/5 | Chapter 6 | Manage Your Personal Finances and Making Purchasing Decisions | Obtain Free Credit Report |
| 10/12 | Chapter 7 | Manage Your Personal Finances and Making Purchasing Decisions | |
| 10/19 | Chapter 8 | Manage Your Personal Finances and Making Purchasing Decisions | |
| 10/26 | Chapter 9 | Manage Your Personal Finances and Making Purchasing Decisions | Exam 2 |
| 11/2 | Chapter 10 | Insuring Your Resources and Investing Your Financial Resources | |
| 11/9 | Chapter 11 | Insuring Your Resources and Investing Your Financial Resources | |
| 11/16 | Chapter 12 | Insuring Your Resources and Investing Your Financial Resources | |
| 11/23 | Chapter 13 | Insuring Your Resources and Investing Your Financial Resources | |
| 11/30 | Chapter 14 | Insuring Your Resources and Investing Your Financial Resources | Review for Finals |
| 12/7 | FINALS WEEK |
The course schedule, policies, procedures, and assignments in this course are subject to change in the event of extenuating circumstances, by mutual agreement, and/or to ensure better learning.