Introduction to Personal Finance (NCR 950)

This course concluded in 2021.



This non-credit course is designed to introduce working adults to re-fine their financial journey.

There are four sections in this course to help working adults to make informed financial decisions. The first section of the course provides an overview of the financial journey and necessary tools. The second section will build the financial journey blocks, such as earning, tax, credit scores, checking/saving accounts, loans, housing decisions, and savings. The third section will address investment and risk management. The last section helps participants plan for the future by building a Financial Plan. 

Location and Time

Delivered via Zoom. The daily sessions start at 8:15 am and ends at 9:05 am.

  • Week 1: Jan 11, 2021, to Jan 15, 2021
  • Week 2: Jan 18, 2021, to Jan 22, 2021
  • Week 3: Feb 08, 2021, to Feb 12, 2021

Complimentary to California Lutheran University's faculty and staff as well as employees from CBC Federal Credit Union. CBC Federal Credit Union sponsors this course. 


Grable & Palmer. (2018). Introduction to Personal Finance. Wiley. Publisher Wiley sponsors the eTextbook. 


William Klepper, MBA, CFP®


This course is open to California Lutheran University's faculty and staff (limit to 20, first come, first serve) plus 12 employees from CBC Federal Credit Union. 

If you are Cal Lutheran faculty or staff, click the first link below (you will be prompted to log in with your MyCLU credentials).  If you are a CBC Federal Credit Union employee, click the second link below.

Cal Lutheran Employee Registration:

This course has reached maximum capacity for Cal Lutheran registrants.  If you would like to be added to the waitlist, please email

CBC Employee Registration:



Questions regarding registration should be directed to  Questions regarding the course content should be directed to Chia-Li Chien at