Course Description

Personal Finance and Investing, COWL 52

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:
units toward degree (see your advisor)

UC Riverside:
General Education: Elective units

UC San Diego:
Unit Credit

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.

The MWF 10:40-11:45 Zoom meeting will review material and homework assignments.

Relevant Website

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. 


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