Course Description
Personal Finance and Investing, COWL 52
Enrollment and waitlists for Spring Quarter 2024 will CLOSE – April 5, 2024 at 5:00pm.
Overview of the financial responsibilities that young adults take on after college. Topics include: taxes, budgeting, student loans, credit, and investing in the stock market. Ubiquitous terms, such as 401(k), are defined, and financial principles are used to develop a framework for personal financial decision-making.
Key Information
Credit: 5 quarter units /
3.33 semester units credit
UC Santa Cruz, Cowell College
Course Credit:
Upon successful completion, all online courses offered through cross-enrollment provide UC unit credit. Some courses are approved for GE, major preparation and/or, major credit or can be used as a substitute for a course at your campus.If "unit credit" is listed by your campus, consult your department, academic adviser or Student Affairs division to inquire about the petition process for more than unit credit for the course.
UC Berkeley:
Unit Credit
UC Davis:
Unit Credit
UC Irvine:
Unit Credit
UC Los Angeles:
Unit Credit
UC Merced:
Unit Credit (see your Academic Advisor)
UC Riverside:
General Education: Elective units
UC San Diego:
GE: Sixth - None
UC San Francisco:
Unit Credit
UC Santa Barbara:
Unit Credit
UC Santa Cruz:
Unit Credit
Course Fees
none
More About The Course
Online Format: The course, including all lectures, readings, assignments, quizzes and final are on Canvas. Students can move through the course basically at their own pace. Online—or Zoom—sessions will review the material, homework assignments and current stock market activity. Participation credit will be earned in these sessions.
Course Creator
Patricia Kelly
Patricia Kelly is a private investor living in the Monterey Bay Area. After working on Wall Street in corporate finance, she spent her career in investment management, investing for private and corporate clients, including the Vanguard Equity Income Fund. She currently manages private portfolios in Aptos, California. She serves on the investment committees of several nonprofit organizations. Patricia M. Kelly holds a BA in Economics from UCSC and an MBA from Harvard Business School.
Patricia Kelly is a private investor living in the Monterey Bay Area. After working on Wall Street in corporate finance, she spent her career in investment management, investing for private and corporate clients, including the Vanguard Equity Income Fund. She currently manages private portfolios in Aptos, California. She serves on the investment committees of several nonprofit ...Patricia Kelly is a private investor living in the Monterey Bay Area. After working on Wall Street in corporate finance, she spent her career in investment management, investing for private and corporate clients, including the Vanguard Equity Income Fund. She currently manages private portfolios in Aptos, California. She serves on the investment committees of several nonprofit organizations. Patricia M. Kelly holds a BA in Economics from UCSC and an MBA from Harvard Business School.
