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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

CONTENT:

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.

LEARNING OBJECTIVES:

  • 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

METHODS:

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.