Breadcrumb Navigation:
Home > Featured Stories > Community of Scholars > April 2009 > Six Reasons to Go to Class > Introduction to Personal FinanceBUS225 - Intro to Personal Finance
Both in times of financial uncertainty and in times of economic prosperity, foundations of solid investment practice must ring true.
The Scoop: If the typical college student
graduates with $3,600 of credit card debt;
chances are they probably didn't take
Bill Sloan's class. The owner of a financial
planning firm in Raleigh, he uses real-world examples — from his own life and those of clients — to arm students with the financial terminology and savvy they'll need once they graduate.
Interesting Assignment: Sloan gives students a hypothetical 401(k) retirement plan and walks them through the process of deciding how to invest. The goal, he says, is to learn how to make wise decisions about your future and to understand that success is about total life satisfaction, not just money.
//Instructor
William "Bill" B. Sloan
Prof. Sloan is a
permanent lecturer and
an Alumni Distinguished
undergraduate professor.
More >
//Risk is Real
One of the biggest
mistakes a novice investor makes is taking on more risk than they can stomach. "You get a truer picture of your risk tolerance when the market is going down," Prof. Sloan says.
//From the Course Catalog
UNITS: 3 - Offered in Fall & Spring
BUS 225 Personal Finance
Economic and financial
strategies used to
accumulate, manage and
protect personal assets. Emphasizing income generation, expense reduction, investment selection, and wealth creation to meet future needs and goals. Topics include investing (mutual funds, stocks, etc.), annuities, deferred savings, insurance, retirement planning, estate planning, and real estate finance.
