Personal Finance for Professionals

three students sitting at a table in a study room with a laptop

Course Features

This course will provide tools and resources to allow participants to map out their current personal financial landscape. To begin, participants will be led to better understand how much money they bring in and how much their household spends monthly. They will evaluate what they own and what they owe. From there, the course will introduce a number of key topics in personal financial management including debt management, budgeting, home buying, retirement savings, and planning for college costs. 

 The course uses research on habit formation, incentives, and the psychology of money to help participants set short, medium, and long-term financial goals that they can achieve. Better understanding that knowledge and the practice of good personal habits create positive lasting effects, individuals will leave the course empowered and encouraged to take meaningful and measurable actions toward building a more sustainable and satisfying financial life.

All courses include:

  • Industry-leading faculty
  • Collaborative learning
  • Research-driven results
  • Lifelong connections
  • Practical applications
  • Custom solution

Program Details

Who should attend

  • Anyone interested in learning how to build a budget, set spending and saving goals, and investing to get more from your money.

What you will learn

  • Understand how to define net financial worth
  • Set and prioritize attainable financial goals
  • Realize the use of market indexes, expense ratios, and investment strategies
  • Navigate the use of professional financial planning

Faculty

Jordan Rippy

Jordan Rippy, PhD, CPA

Assistant Professor of Practice, Carey Business School

Dr. Jordan Rippy, Ph.D., CPA joined Carey Business School in 2018 as an Assistant Professor of Accounting in the Practice Track. After practicing as a CPA at Ernst & Young in New York and Dallas, she earned a Ph.D. in accounting at the University of Alabama. Her teaching interests are in financial, managerial, and forensic accounting. Learn more about Jordan Rippy