6. Advanced Course on Retirement Planning

This is a course on retirement planning.  It covers each of the major areas of retirement planning and the basics of estate planning. The manual for this course is  Personal Finance Retirement Planning Manual.

• Another Perspective on Wealth
• Retirement 1: Basics
• Retirement 2: Social Security
• Retirement 3: Employer Qualified Plans
• Retirement 4: Individual and Small Business Plans
• Estate Planning Basics

7. Advanced Course on Investing

This is the advanced course on investing that includes all the material from this Web site on investing, including principles, writing an investment plan, understanding financial assets, building a portfolio, selecting financial assets, and managing and rebalancing your portfolio. The manual for this course is  Personal Finance Advanced Investing Manual.

• Another Perspective on Wealth
• Investments 1: Before You Invest
• Investments 2: Your Investment Plan
• Investments 3: Securities Market Basics
• Investments 4: Bond Basics
• Investments 5: Stock Basics
• Investments 6: Mutual Fund Basics
• Investments 7: Building Your Portfolio
• Investments 8: Picking Financial Assets
• Investments 9: Portfolio Rebalancing and Reporting

8. Complete College Course

This is our most advanced course on personal finance.  Please note that the Complete College Course contains all the material from the Web site and offers the same information as the Business Management 418 Course.  A part of this course involves each student preparing their own personal financial plan with all its components. The manual for this course is  Complete College Course Manual in Personal Finance.

• Another Perspective on Wealth
• Personal Goals
• Budgeting
• Tax Planning
• Cash Management
• Understanding Credit
• Understanding Debt
• Consumer and Mortgage Loans
• TVM 1: Present and Future Value
• TVM 2: Inflation, Real Returns, Annuities, and Amortized Loans
• Insurance 1: Basics
• Insurance 2: Life Insurance
• Insurance 3: Health, Long-term Care, and Disability Insurance
• Insurance 4: Auto, Homeowners, and Liability Insurance
• Consumer and Mortgage Loans
• The Home Decision
• The Auto Decision
• Investments 1: Before You Invest
• Investments 2: Your Investment Plan
• Investments 3: Securities Market Basics
• Investments 4: Bond Basics
• Investments 5: Stock Basics
• Investments 6: Mutual Fund Basics
• Investments 7: Building Your Portfolio
• Investments 8: Selecting Financial Assets
• Investments 9: Portfolio Rebalancing and Reporting
• Family 1: Money and Marriage
• Family 2: Teaching Children Financial Responsibility
• Family 3: Saving for Children's Education and Missions
• Retirement 1: Basics
• Retirement 2: Social Security
• Retirement 3: Employer Qualified Plans
• Retirement 4: Individual and Small Business Plans
• Estate Planning Basics
• Conclusions 1: Learning to Give
• Conclusions 2: Decide to Decide