This course provides a broad perspective on personal finance. It highlights the importance of setting goals, and making good use of financial resources to meet financial obligations in the course of one s lifetime. Following a comprehensive and step-by-step guide, students will gain skills and knowledge on how to make informed and effective decisions to achieve their financial goals. While various tools and techniques are covered, the emphasis is on the intuition, logic and fundamental principles that underlie their uses. The course also provides hands-on practice for students to prepare their financial information and assess their financial health. With basic math skills, students can formulate financial management strategies that deal with their cash, credit and debt choices as well as housing decisions. They will gain an understanding of the risk-return tradeoff, and the protection from insurance. Moreover, they will learn how to evaluate investments to accumulate wealth for the long term.
Specific details
Category of Education
Business and Economic
University
Hong Kong University of Science and Technology HKUST