BUS-255-20, Personal Financial Management (WN15)
INSTRUCTOR: Lawrence Beyer
SCHEDULE/DAY/TIME: Saturdays/9 a.m. until 4 p.m. Break for lunch. 01/03/2015-01/24/2015
This course covers the essential elements of a personal financial plan, including creation of personal financial statements and a personal budget. As part of this process, students will learn how to managing credit, invest for the short-term, medium term, and long term, and create a retirement plan.
- Create a Financial Plan and personal budget
- Create investment portfolios for the short term, intermediate term, and retirement
- Demonstrate understanding of the use of insurance products and explain misuses by insurance industry
- Demonstrate understanding of borrowing for home and car, and understanding of credit scoring
Teaching methods will include lectures, full class discussions, in-class problem solving, and possibly group work.
REQUIREMENTS AND ASSIGNMENTS:
Include textbook and article readings, answering questions, problem solving, and production of personal financial statements, budget, and financial plan.
REQUIRED TEXT(S) OR MATERIALS:
Personal Finance, edition 5, by Jeff Madura. Published by Pearson. ISBN 978-0-13-299434-7
RECOMMENDED READINGS OR MATERIALS:
READINGS AND/OR ASSIGNMENTS TO BE DONE PRIOR TO THE FIRST CLASS:
Chapters 1-6 of Textbook.
Want to learn how make sense of your personal finances? Create a budget that will lead to long-term financial stability and independence? Understand the difference between stocks, bonds, and mutual funds, and how to use them in a retirement plan? Want to not get ripped-off when buying life insurance, getting a car loan, refinancing your mortgage, or using your credit card? I have an easy solution! Take my Personal Financial Management course this Winterim. In 4 Saturdays in January you will learn all of these and more.