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Practical Learning • Funding • F05

Promotional Terms & Complete Cost

Read card terms, understand how balances and interest develop, and compare offers using total cost, timing, fees, and repayment—not rewards alone.

Course overview

Six lessons. One practical outcome.

Complete a card-term comparison and build a repayment scenario from verified account terms.

LevelBeginner–IntermediateStudy time7–9 hoursFormatSelf-paced
COMPLETE PROFESSOR-STYLE COMPANION

Go deeper with the complete 12-chapter book.

The companion volume operates outside the lesson, expanding the subject through systems thinking, cases, field assignments, and seminar questions.

Read the complete companion book
01
LESSON 1 OF 6 • COMPLETE LESSON + PDF

Read the credit card disclosure

APR categories, annual fees, transaction fees, penalty terms, grace periods, minimum payments, and promotional conditions can apply differently to purchases, transfers, and cash advances.

02
LESSON 2 OF 6 • COMPLETE LESSON + PDF

Understand statement cycles and due dates

Statement closing dates, due dates, posting dates, and grace-period rules affect interest and payment timing. The available balance is not a repayment plan.

03
LESSON 3 OF 6 • COMPLETE LESSON + PDF

See how interest is calculated

Many cards use an average daily balance method and a daily periodic rate. New transactions, payments, compounding, and different balance categories can change actual cost.

04
LESSON 4 OF 6 • COMPLETE LESSON + PDF

Compare minimum-payment and target-date plans

Minimum payments preserve account status when made as required but may extend payment timing and increase interest. A useful plan connects a target date to a realistic monthly amount.

05
LESSON 5 OF 6 • COMPLETE LESSON + PDF

Evaluate promotional and balance-transfer offers

A zero-percent promotion may include transfer fees, deadlines, eligibility limits, payment requirements, and a later standard APR. The complete plan matters more than the headline.

06
LESSON 6 OF 6 • COMPLETE LESSON + PDF

Use credit cards with intentional controls

Responsible controls may include written purposes, alerts, automatic minimum protection, utilization awareness, receipt capture, and a response plan for income disruption.

Companion resources

Card comparisonInterest worksheetRepayment planner
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