Course Description

This introductory course introduces non-financial professionals to the basic tenets of personal financial planning concepts to 1) effectively understand their own finances and, 2) use them in their own commercial enterprises to record and manage business operations including accounting, inventory management, marketing, sales forecasting, and financial analysis. Students learn the math concepts necessary for time value of money managing and calculations, and will gain a basic understanding of budgeting and cash flow, credit, banking, saving, investments (fixed income, stocks, mutual funds), insurance, long-term planning (retirement, education, etc.), taxation, and employment benefits. The course will include the basic principles of elementary arithmetic, elementary algebra, statistics and probability.

Otis College’s Interdisciplinary Studies program, with support from a grant from the Angelo Donghia Foundation, will provide a select number of full tuition scholarships for Otis BFA and MFA alumni to enroll in the Issues in Entrepreneurship course through Extension. Apply for Otis Alumni Scholarship:


Prerequisite: None

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