Year Level: 2
Equivalent GE Area(s) in 2011/2012 Model:
Area 4 – Mathematics/Quantitative Reasoning

Financial literacy has become increasingly popular and important around the world. Every university students should know how to manage his or her wealth, pension, and insurance. This course teaches non-finance students the core concept of financial planning, including retirement planning. Popular financial instruments will be introduced from the risk-return perspectives, including mortgage and car loans, bank deposits, stocks, bonds, mutual fund, and insurance products. Quantitative tools such as Microsoft Excel will be used to solve various problems in personal finance.