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Personal Financial Literacy: A Practical Approach

Cover for Personal Financial Literacy: A Practical Approach 1 Peak inside the Personal Financial Literacy: A Practical Approach online webBook

Personal Financial Literacy: A Practical Approach

First Edition   Moten, et al., © 2018, 252 pages

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This PowerPoint™ slide set combines figures, tables and text to further illustrate the principles discussed in the text.

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About the Authors

James Moten person
Dr. Moten is an Assistant Professor of Finance at East Central University in Ada, Oklahoma, where he teaches finance and economics. He holds a Ph.D. in Business Administration with a Financial Management concentration from Northcentral University. He also holds a Master of Science in Finance, Master of Science in Economics, Master of Science Accounting from Texas A&M University– Commerce, a MBA from Cameron University in Lawton Oklahoma and a Master of Science in Acquisition and Contract Management from Florida Institute of Technology in Melbourne Florida. His professional licensure includes a Series 65: Uniform Investment Adviser Law Examination (Investment Advisor Representative), a Series 26: Investment Company Products/Variable Contracts Limited Principal, a Series 6: Investment Company/Variable Contracts Products Limited Representative, a Series 63: Uniform Securities Agent State Law, Life and Health and Property Casualty Insurance License. He is also a Certified Financial Planner (CFP®) professional, Chartered Financial Consultant (ChFC), Chartered Mutual Fund CounselorSM (CMFC®) and a Retirement Planning CounselorSM (CRPC®). Previously he served as a Financial Management/Budgeting Officer for the United States Army from 1998–2005. He currently works for PFS Investments (Primerica Financial Services) where he assists families in financial, insurance, retirement, education and investment planning. He previously taught full-time for University of Mary Hardin-Baylor in Belton, Texas; McLennan Community College in Waco, Texas; Texas A&M University–Central Texas in Killeen, Texas; and Concordia University in Austin, Texas. Additionally, he served as an adjunct for Liberty University, Regent University, Capella University, Southern New Hampshire University, American Military University, Huston Tillotson University, and Jarvis Christian College.
Vicky Petete person
Ms. Petete is an Adjunct Professor at East Central University in Ada, Oklahoma where she teaches financial literacy. She holds a M.S. in Accounting from East Central University in Ada, Oklahoma, and a B.S. in Accounting from the University of Central Oklahoma, in Edmond, Oklahoma. Her professional licensure includes being a Certified Public Accountant (CPA) as well as a Chartered Global Management Accountant (CGMA). She currently serves as the Chief Financial Officer of Vision Bank, NA, in Ada, Oklahoma, and previously worked in public accounting at Horne & Company, P. C. in Ada, Oklahoma, as well as Legal Shield Corp. in Ada, Oklahoma (previously Pre-paid Legal Services, Inc.).
Wade Evans person
Wade Evans has a Bachelor's degree from East Central University in history, a Master's Degree from East Central University in Counseling and an Endorsement in Secondary School Administration. Mr. Evans taught In at Ada Junior High school for 34 years , the last 12 years were in Administration. Currently Mr. Evans is Assistant Vice President of Sales for Vision Bank.

Description

This first edition of Personal Financial Literacy: A Practical Approach was written for students. There are not a lot of superfluous stories to read that make it more difficult to learn the concepts. This textbook is clear and concise. There are many examples in each chapter which are computed using various methods. It is to be used in a Senior Level High school or Freshman Year college level course in financial literacy.

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