Personal Financial Planning Online
For Serious Students
Hello and welcome to Money Study Group for Personal Finance. My name is Jim Munchbach and I’m an Adjunct Professor in the Department of Finance at the Bauer College of Business at University of Houston.
I’ve been teaching Personal Finance at UH for about 8 years. As a Certified Financial Planner™ I’m dedicated to helping individual investors, families, and business owners manage the risk and opportunity of everyday life, recover from the unexpected, and realize their highest purpose.
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Personal Financial Planning Online
This course is primarily for students at the University of Houston but we’ve opened enrollment for anyone who wants to Make Your Money Count.
Young or old, rich or poor, super smart or just smart enough to know What Matters Most.
Join us for Money Study Group and take advantage of our Summer School Special, $49.95.
30 Day Money Back Guarantee.
The Big Idea: Become a Millionaire by Age 50
I want you to imagine your life 5 years from now. What do you need to achieve in order to feel good about your progress? The financial habits you develop today will determine your financial reality later in life. Money Study Group for Personal Finance was designed to teach young professionals how to become a Millionaire by Age 50.
No matter how old — or young — you are, there are a few small, simple steps you can take today that can make a big difference in your future.
Each element of the course (including homework, extra credit assignments, and class discussion) is designed to help you develop financial habits that lead to success, significance, and satisfaction.
Money Management is a discipline that builds financial muscle. In this class, you will engage in real life exercises designed to prepare you for financial success throughout your lifetime.
Learning Objectives
- Students will create an effective, real-life financial plan,
- Obtain an actual credit report,
- Analyze investment and insurance products,
- Compare and contrast types of retirement accounts, and
- Calculate individual retirement funding needs including financial projections for your personal retirement goals.
Students will become familiar with The 3 Laws of Personal Finance and a step-by-step process for setting up an effective and efficient investment strategy and much, much more.
Personal Financial Planning Online Course Overview and Structure
- The course will be made up of 12 lessons with between 3 and 5 topics in each lesson.
- Each week includes a new lesson.
- This is 12 week college course.
- For UH students taking the course during a summer session, we’ll make a few adjustments to accommodate the semester timeline.
- Every week, you’ll have a lesson, a homework assignment, and a quiz — and each lesson will have a Discussion.
Personal Financial Planning Online is Based on
The 3 Laws of Personal Finance
- The Law of Spending and Saving
- The Law of Tax Advantaged Investing
- The Law of Purpose and Commitment
Week 1 Homework Assignment
- Your Goals (Why You Enrolled)
- Opening Your Online Planning Portal
- Download Your Mobile App
Coming Soon — Weekly Quizes
