Fundamentals of personal finance including budgeting, financial math, tax planning, managing credit, avoiding identity theft, buying insurance, selecting employee benefits, saving, and investing to meet long-term financial goals. Apply a systematic process to evaluate personal financial situation, develop goals, evaluate alternatives, and create a plan to meet those goals.
This course meets the All-University Core Curriculum (AUCC) requirements for Mathematics (Category 1B) and is approved under gtPathways in the content area of Mathematics (GT-MA1).
MATH 101 or MATH 105 or MATH 117 or MATH 118 or MATH 124 or MATH 125 or MATH 126 or MATH 141 or MATH 155 or MATH 160.
Textbooks and Materials
Textbooks and materials can be purchased at the CSU Bookstore unless otherwise indicated.
- Personal Finance
Vickie Bajtelsmit has been a finance professor at CSU since 1991 and currently serves as director of the Master of Finance program. She earned her Ph.D. from Wharton School of Business and J.D. from Rutgers University School of Law. In addition to her textbook Personal Finance (Wiley, 2017), she has published widely on topics related to retirement, investing, and insurance.