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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Section Title
Money Matters
Jan 19, 2022 to May 04, 2022
Schedule and Location
Contact Hours
Delivery Options
Course Fee(s)
Certificate credit (3 units) $705.00
Available for Credit
3 units
Materials List
Section Notes
  • This course includes 41.25 hours of class time plus at least 15 hours of homework time.
  • No Class Meeting Date(s): 3/23/2022
  • All times are listed for Pacific Daylight Time (PDT).
  • Course teaching method:  Asynchronous
    • Asynchronous: Taught through an online learning environment, allowing for flexibility with scheduling of the student's participation in activities. Includes organized discussions, posts and replies to messages, and uploaded multimedia and resources.
  • Course details subject to change. Please check this page regularly to verify information. After registering for a course, visit your student profile page for updates.
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