Overview
Daily living often becomes complicated as you seek to drive a car, own a home, open an online banking account, pay for college tuition, direct money to certain retirement vehicles, use insurance, pay off credit cards, and maintain a strong credit score. This course, featuring video lectures from Professor Shane Enete of Biola University's Crowell School of Business, is designed to help you navigate these important financial decisions with skill so that you might faithfully steward the resources that God has entrusted to you.
Shane Enete, CFA, is the director of the Personal Financial Planning Program at Biola University through the Crowell School of Business. He also founded the Biola University Inspire Research Initiative for Biblical Responsible Investing during 2017. He worked as an investment research professional for over 10 years for large institutional asset managers. His duties included valuing public stock securities, modeling asset allocations for billion dollar pension plans and serving as a forensic accountant for a trillion dollar bond manager. He holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations. He earned a B.S. in Business Administration from the University of Southern California, a M.S. in Mathematical Finance from the University of North Carolina, Charlotte, and he is a PhD candidate for Personal Financial Planning at Kansas State University. He is married to his lovely wife, Tammy, and has two kids, Sage and Silas.
In this course, you will receive:
- Video lectures by Professor Enete to walk you through different financial decisions
- Reflection questions to help you process what you learned in the videos
- A downloadable coursepack with lecture notes and assignments to help you apply your learnings to your own financial situation
This course is the third course in the Financial Literacy Series of courses available on Biola LEARN. The full list of courses in this series, present in their recommended order of completion, is:
- The Bible and Personal Finance
- Personal Financial Planning
- Basic Money Management (Basic Money Management for Church Leaders also available)
Shane Enete, CFA, is the director of the Personal Financial Planning Program at Biola University through the Crowell School of Business. He also founded the Biola University Inspire Research Initiative for Biblical Responsible Investing during 2017. He worked as an investment research professional for over 10 years for large institutional asset managers. His duties included valuing public stock securities, modeling asset allocations for billion dollar pension plans and serving as a forensic accountant for a trillion dollar bond manager. He holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations. He earned a B.S. in Business Administration from the University of Southern California, a M.S. in Mathematical Finance from the University of North Carolina, Charlotte, and he is a PhD candidate for Personal Financial Planning at Kansas State University. He is married to his lovely wife, Tammy, and has two kids, Sage and Silas.
Biola University's Crowell School of Business offers undergraduate, graduate and degree completion students a premier business education taught by experienced, professional faculty. While providing excellent academic preparation, Crowell takes learning beyond the classroom — teaching you to broaden your perspectives and bring important wisdom and expertise into your workplace.
Course FAQ
Each lesson is designed to take approximately 2-4 hours, depending on how deeply you engage the assignments. Since this is a self-paced course, the time it will take you to complete it will depend on the speed with which you want to progress through the course.
No. The course contains everything you need to successfully complete the course. Be sure to download the coursepack contained in this course so that you have all of the course materials. There are resources recommended at the end of the course that you are free to purchase if you wish to pursue further study on the course topic.
Since this course is designed as a completely self-paced experience, you will not have any interaction with the professor during the course.
Daily living often becomes complicated as you seek to drive a car, own a home, open an online banking account, pay for college tuition, direct money to certain retirement vehicles, use insurance, pay off credit cards, and maintain a strong credit score. This course, featuring video lectures from Professor Shane Enete of Biola University's Crowell School of Business, is designed to help you navigate these important financial decisions with skill so that you might faithfully steward the resources that God has entrusted to you.
Shane Enete, CFA, is the director of the Personal Financial Planning Program at Biola University through the Crowell School of Business. He also founded the Biola University Inspire Research Initiative for Biblical Responsible Investing during 2017. He worked as an investment research professional for over 10 years for large institutional asset managers. His duties included valuing public stock securities, modeling asset allocations for billion dollar pension plans and serving as a forensic accountant for a trillion dollar bond manager. He holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations. He earned a B.S. in Business Administration from the University of Southern California, a M.S. in Mathematical Finance from the University of North Carolina, Charlotte, and he is a PhD candidate for Personal Financial Planning at Kansas State University. He is married to his lovely wife, Tammy, and has two kids, Sage and Silas.
In this course, you will receive:
- Video lectures by Professor Enete to walk you through different financial decisions
- Reflection questions to help you process what you learned in the videos
- A downloadable coursepack with lecture notes and assignments to help you apply your learnings to your own financial situation
This course is the third course in the Financial Literacy Series of courses available on Biola LEARN. The full list of courses in this series, present in their recommended order of completion, is:
- The Bible and Personal Finance
- Personal Financial Planning
- Basic Money Management (Basic Money Management for Church Leaders also available)
Shane Enete, CFA, is the director of the Personal Financial Planning Program at Biola University through the Crowell School of Business. He also founded the Biola University Inspire Research Initiative for Biblical Responsible Investing during 2017. He worked as an investment research professional for over 10 years for large institutional asset managers. His duties included valuing public stock securities, modeling asset allocations for billion dollar pension plans and serving as a forensic accountant for a trillion dollar bond manager. He holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations. He earned a B.S. in Business Administration from the University of Southern California, a M.S. in Mathematical Finance from the University of North Carolina, Charlotte, and he is a PhD candidate for Personal Financial Planning at Kansas State University. He is married to his lovely wife, Tammy, and has two kids, Sage and Silas.
Biola University's Crowell School of Business offers undergraduate, graduate and degree completion students a premier business education taught by experienced, professional faculty. While providing excellent academic preparation, Crowell takes learning beyond the classroom — teaching you to broaden your perspectives and bring important wisdom and expertise into your workplace.
Syllabus
| Course Introduction Video |
|---|
| Lesson Introduction:When you go to the bank and... Overview |
| Using Credit, Part 1 Video |
| Using Credit, Part 2 Video |
| Using Credit, Part 3 Video |
| How to Build Credit Reading |
| The New Loan Sharks Reading |
| Lesson 1 Assignment Resource |
| Coursepack Resource |
|---|
| Lesson Introduction:For most people, the two... Overview |
| Auto Buying Video |
| Cars are Full of Tech that Gets Outdated Fast Reading |
| Four Hidden Dangers of Leasing a Car Reading |
| Home Buying Video |
| For First-Time Home Buyers, Here's a Primer Reading |
| A Home Buying Primer Reading |
| Lesson 2 Assignment Resource |
| Lesson Introduction:In this session, we will... Overview |
|---|
| Investments, Part 1 Video |
| Investments, Part 2 Video |
| Investments, Part 3 Video |
| Biblically Responsible Investing Reading |
| Lesson 3 Assignment Resource |
| Lesson Introduction:A buried treasure chest, or... Overview |
|---|
| Banking Video |
| 8 Questions to Ask Before Opening a Bank Account Reading |
| Bank vs. Credit Union Reading |
| Your Definition of Retirement Reflection |
| Retirement Video |
| Work and Retirement Reflection |
| Your 401(k): 10 things to find out Reading |
| What is an IRA? Everything you need to know Reading |
| Lesson 4 Assignment Resource |
| Lesson Introduction:The cost of college used to... Overview |
|---|
| Educational Planning Video |
| Compare and Contrast State 529 Plans Video |
| 529: College Savings Demystified Reading |
| Parents: Here’s a primer for college savings Reading |
| The Impact of College Savings on Financial Aid Reading |
| Lesson 5 Assignment Resource |
| Risk Management Lesson 6 |
|---|
| Lesson Introduction:Tragic, unexpected, events... Overview |
|---|
| Risk Management Video |
| Term and Whole Life Insurance Video |
| What You Need to Know about Life Insurance Reading |
| Property and Casualty Insurance Video |
| Insurance 101 Reading |
| What You Need to Know about Disability Insurance Reading |
| Should You Get Identity Theft Insurance? Reading |
| Understanding Umbrella Insurance Reading |
| Lesson 6 Assignment Resource |
| Recommended Resources Resource |
| Course Evaluation Resource |
Course FAQ
Each lesson is designed to take approximately 2-4 hours, depending on how deeply you engage the assignments. Since this is a self-paced course, the time it will take you to complete it will depend on the speed with which you want to progress through the course.
No. The course contains everything you need to successfully complete the course. Be sure to download the coursepack contained in this course so that you have all of the course materials. There are resources recommended at the end of the course that you are free to purchase if you wish to pursue further study on the course topic.
Since this course is designed as a completely self-paced experience, you will not have any interaction with the professor during the course.