Homework: There will be three assignments making up 20% of your total grade. These assignments will be covered in more detail as the topics are
|
|
- Brett Mitchell
- 5 years ago
- Views:
Transcription
1 Course Title: Personal Financial Planning Human Development and Family Studies 483 Instructor: Jeanna Nation 1337 Palmer (office) Contact: Tuesday/Thursday 9:30-10:45 67 LeBaron through Blackboard Learn Office Hours: Monday/Wednesday 1-2PM Course Description: Managerial approaches to achievement of short- or long-term financial goals for households. Investigation of different forms of investments and investment risks management in financing current and future consumption. Analyses of tax, estate, and retirement planning needs of the family. Course Objectives: The student should: Demonstrate an understanding of the importance of the time value of money in financial planning. Examine the economic, social, political, and technological environment and be able to determine how financial plans should accommodate those environments. Identify the potential goals a client may have, help them enunciate their goals and evaluate strategies to help clients achieve their goals. Construct personal financial statements and use ratios and other techniques to analyze these statements. Evaluate the use of credit and planned borrowing to meet household consumption, asset acquisition and other financing needs. Identify strengths and weaknesses in a client s initial situation and determine opportunities for problem solving. Intellectual Development: In addition to developing technical expertise in the course subject matter, this course develops and fosters: Communication skills, both written and oral Critical thinking Decision-making Team work Self-reflection Intellectual curiosity and lifelong learning Required Materials: PRACTICING FINANCIAL PLANNING For Professionals by Sid Mittra Financial calculator-texas Instrument BAII preferred Your computer must support Blackboard Learn capabilities. For more information please visit Comprehensive Financial Plan: You will develop a personal financial plan worth 20% of your total grade. This plan could include but is not limited to a budget, investments, retirement plan, insurance, etc. This project will be covered in more detail as it is presented throughout the class.
2 Homework: There will be three assignments making up 20% of your total grade. These assignments will be covered in more detail as the topics are presented throughout the semester. All homework is due at the beginning of class on the due date assigned above. Homework 1 Due: February 16 th Homework 2 Due: March 29 th Homework 3 Due: April 26 th Exams: There will be three exams making up 50% of your total grade. These examinations may include multiple choice, true/false, short answer, and short case analysis. You will receive more details about focus areas in the form of study guides and/or classroom review. There will be no make-up exams. Class Discussion & Participation: You will be expected to actively and respectively participate in classroom discussions throughout the semester. Your class participation is worth 10% of your total grade. Extra Credit: Extra credit will be given for current events. Current events may consist of recent journal articles, newspaper articles, electronic news clips, etc. that pertain to the content of this course. Each current event will count as ½ point of extra credit. A maximum of 20 points extra credit can be accumulated and only 1 point (two items) can be submitted per class period. Course Policies: All coursework must be typed. Students must notify the instructor in advance for late work. The only exceptions for late work will be for medical and other types of emergencies. Any late work submitted without prior approval will receive 0 credit. Grading Assessment of Student Mastery of Course Content: Grades are not curved. Final grades will be assigned on the basis of weighted points earned as a percentage of total weighted points available: A 94%+ A % B % B 82-85% B % C % C 72-75% C % D % D 62-65% D % F 59% and Below Intellectual Honesty: The value of an education at Iowa State University depends greatly upon the quality of academic work and research completed by students at our institution. Each member of the Iowa State community has an opportunity to play an important role in promoting and preserving integrity on campus. The academic work of all students must comply with all university policies on academic honesty. Examples of academic misconduct are: Attempting to use unauthorized information in the taking of an exam; Submitting as one's own work, themes, reports, drawings, laboratory notes, computer programs or other products prepared by another person; Knowingly assisting another student in obtaining or using unauthorized materials; or Plagiarism. A useful link to understanding plagiarism, the consequences of plagiarism, and best practices for avoiding plagiarism is available at: Academic honesty policies are included in the Policy On Academic Dishonesty, Policies and Procedures On Academic Misconduct Investigations, and Code of Computer Ethics and Acceptable Use Policy. These
3 policies are contained in the Student Disciplinary Regulations. In addition, students are responsible for following ethical standards adopted by the various colleges and departments. Other University Policies: Please address any special needs or special accommodations with me at the beginning of the semester or as soon as you become aware of your needs. Those seeking accommodations based on disabilities should obtain a Student Academic Accommodation Request (SAAR) form from the Student Disability Resource (SDR) office (phone ). SDR is located on the main floor of the Student Services Building, Room *Syllabus is always subject to change*
4 Course Outline the professor retains the right to modify this outline: Unit 1 January 9th Introduction to financial planning a. Financial planning process and introduction to CFP Board s 1 2 Financial Planning Practice Standards b. Economic, social, political, and technological environmental impacts to financial planning c. Evolution of financial planning d. Content of a comprehensive plan a. Certification, designations, licenses, and key participants b. Role of the planner Unit 2 January 16th Client attitudes, behavioral characteristics, household 2 characteristics and client communications a. Principles of communication b. Counseling techniques trust building c. Client idiosyncrasies (e.g., compulsive spending, gambling, addictions) d. Subjective risk preference and client psychology (includes culture) e. Household composition and its impact on financial status f. Role of economy when developing a financial plan g. Establishing client objectives and goals h. Mechanics of data gathering Unit 3 January 23rd Time value of money and applications 3 a. Review of basics (financial calculator, spreadsheets) b. Uneven cash flows c. Sensitivity of interest rates and time d. Growing annuities (geometric varying annuities) e. APR f. Real vs. nominal g. Structured and legal settlements h. Monetary windfalls i. Business valuation (DCF) Unit 4 January 30th Personal financial statements a. Statement of financial position 1. Treatment of retirement resources 2. Treatment of taxation and liquidation costs on net worth b. Cash flow statements c. Interpretation of statements (e.g. financial ratios) 7
5 Unit 5 February 6th Budgeting and emergency fund 7 a. Income projection and purchasing power b. Discretionary and non-discretionary c. Budgeting techniques d. Planning discretionary cash flow e. Emergency fund adequacy f. Liquidity vs. marketability g. Liquidity substitutes Unit 6 February 13th a. Submission 1-Comprehensive Financial Plan (Financial Statement Analysis) b. Assignment 1 Due c. Review d. Exam 1 Unit 7 February 20th Credit and debt management (depository/lending institutions) 7 a. Financing strategies b. Credit reports and FICO c. Types of credit d. Bankruptcy Consumer protection laws Financing asset acquisitions a. Buying vs. leasing 1. Computation of lease payment 2. Impact on financial statements b. Mathematics of installment loans c. Mortgage types and selection d. How much home is affordable? e. Mortgage math (e.g., amortization) e. Refinancing Unit 8 February 27th Educational funding a. Needs analysis b. Financing education 1. Financial aid process and determinants of financial aid 2. Sources of financial aid (e.g., loans, grants, scholarships) Plans, Coverdell ESAs 4. UTMA/UGMA 5. Treasury bonds 6. Retirement plans 7. Strategies c. Taxes and education (credits, deductions) d. Education planning policy statement 6
6 Unit 9 March 5th Risk management a. Introductory topics 1. Protecting standard of living (disability, life insurance, long-term care) 2. Protecting wealth and property (auto, homeowners, liability, umbrella, disaster) 3. Health Care coverage (HMOs, PPOs) b. Applications 1. Introduction to insurance needs analysis 2. Policy selection (group, government, and private) 4 5 Unit 10 March 19th Retirement a. Sources of income 1. Pensions 2. Social Security and other government plans 3. Personal savings 4. Reverse annuity mortgages b. Retirement needs analysis c. Tax-advantaged accounts d. Techniques for retirement projections Unit 11 March 26th a. Submission 2-Comprehensive Financial Plan (Financial Statement Analysis) b. Assignment 2 Due c. Review d. Exam 2 Unit 12 April 2nd Investments e. Introductory topics 1. Review of investment vehicles 2. Difference between insurance risk and investment risk 3. Risk and return 4. Types of investment risk 5. Measurement of risk 6. Efficient Market Theory f. Applications 1. Objective risk tolerance 2. Matching goals and risk tolerance to portfolio allocation 3. Passive vs. active management Unit 13 April 9th Tax overview and analysis a. Review the interrelationship between taxes and financial planning recommendations b. Determine possible tax planning opportunities and threats to a client within the context of the financial planning topic areas
7 Unit 14 April 16th Estate planning a. Documents 8 9 b. Types of ownership c. Trusts d. Gifting strategies e. Estate tax f. Probate Unit 15 April 23rd a. Cast Study Presentations b. Final Case Study Submission c. Assignment 3 Due Unit 16 April 30th a. Final Exam as shown on university schedule
Course Title: Personal Financial Planning Instructor: Contact: Course Description: Course Objectives Intellectual Development: Required Materials:
Course Title: Personal Financial Planning Human Development and Family Studies 483 Instructor: Jeanna Hennick 1337 Palmer 515-294-5215 (office) Contact: Tuesday/Thursday 9:30-10:45 88 LeBaron Course Description:
More informationBusiness Administration
Business Administration Course Outline COURSE NUMBER: BUAD 234 COURSE TITLE: CREDITS: 3 RISK AND RETIREMENT PLANNING: Contemporary Practices CALENDAR DESCRIPTION: This course examines the issues related
More informationPELLISSIPPI STATE COMMUNITY COLLEGE MASTER SYLLABUS PRINCIPLES OF ACCOUNTING I ACC 2000
PELLISSIPPI STATE COMMUNITY COLLEGE MASTER SYLLABUS PRINCIPLES OF ACCOUNTING I ACC 2000 Class Hours: 3.0 Credit Hours: 3.0 Laboratory Hours: 0.0 Date Revised: Fall 09 * Intended for transfer. Catalog Course
More informationPELLISSIPPI STATE TECHNICAL COMMUNITY COLLEGE MASTER SYLLABUS PRINCIPLES OF ACCOUNTING II ACC 2030
PELLISSIPPI STATE TECHNICAL COMMUNITY COLLEGE MASTER SYLLABUS PRINCIPLES OF ACCOUNTING II ACC 2030 Class Hours: 3.0 Credit Hours: 3.0 Laboratory Hours: 0.0 Revised: Spring 07 * Intended for transfer. Catalog
More informationBusiness Administration
Business Administration Course Outline COURSE NUMBER: BUAD 234 COURSE TITLE: CREDITS: 3 RISK AND RETIREMENT PLANNING: Contemporary Practices CALENDAR DESCRIPTION: This course examines concepts related
More informationPELLISSIPPI STATE TECHNICAL COMMUNITY COLLEGE MASTER SYLLABUS INCOME TAXATION ACC 2410
PELLISSIPPI STATE TECHNICAL COMMUNITY COLLEGE MASTER SYLLABUS INCOME TAXATION ACC 2410 Class Hours: 3.0 Credit Hours: 3.0 Laboratory Hours: 0.0 Revised: Spring 07 NOTE: This course is not designed for
More informationPELLISSIPPI STATE TECHNICAL COMMUNITY COLLEGE MASTER SYLLABUS COST ACCOUNTING ACC 2360
PELLISSIPPI STATE TECHNICAL COMMUNITY COLLEGE MASTER SYLLABUS COST ACCOUNTING ACC 2360 Class Hours: 3.0 Credit Hours: 3.0 Laboratory Hours: 0.0 Revised: Fall 04 NOTE: This course is NOT designed for transfer
More informationSAMPLE Course Syllabus (students should use current syllabus from current professor)
SAMPLE Course Syllabus (students should use current syllabus from current professor) Title: Finance 6100.30, Business Finance Term: Fall 2015 Instructor: Email: John S. Gonas, PhD john.gonas@belmont.edu
More informationPELLISSIPPI STATE COMMUNITY COLLEGE MASTER SYLLABUS PRINCIPLES OF ACCOUNTING II ACCT Laboratory Hours: 0.0 Date Revised: Fall 2012
PELLISSIPPI STATE COMMUNITY COLLEGE MASTER SYLLABUS PRINCIPLES OF ACCOUNTING II ACCT 1020 Class Hours: 3.0 Credit Hours: 3.0 Laboratory Hours: 0.0 Date Revised: Fall 2012 Catalog Course Description: A
More informationPELLISSIPPI STATE COMMUNITY COLLEGE MASTER SYLLABUS PRINCIPLES OF ACCOUNTING II ACC 2030
PELLISSIPPI STATE COMMUNITY COLLEGE MASTER SYLLABUS PRINCIPLES OF ACCOUNTING II ACC 2030 Class Hours: 3.0 Credit Hours: 3.0 Laboratory Hours: 0.0 Revised: Spring 2011 * Intended for transfer. Catalog Course
More informationIntroduction to Financial Management
Introduction to Financial Management Course Number: FIN 765 Semester: Fall 2017B (30OCT2017 14DEC2017) Meeting: (LEC 005) Mon/Wed 9:30AM 10:45AM; Thu 8:00AM 9:15AM (LEC 006) Mon/Wed/Thu 11:00AM 12:15PM
More informationPELLISSIPPI STATE COMMUNITY COLLEGE MASTER SYLLABUS PRINCIPLES OF ACCOUNTING II ACCT 1020
PELLISSIPPI STATE COMMUNITY COLLEGE MASTER SYLLABUS PRINCIPLES OF ACCOUNTING II ACCT 1020 Class Hours: 3.0 Credit Hours: 3.0 Laboratory Hours: 0.0 Date Revised: Fall 2014 Catalog Course Description: A
More informationFRL Managerial Finance I. P. Sarmas Fall Quarter
FRL 300 - Managerial Finance I Section 06: Class #70485 10:45 a.m. - 12:00 p.m. Tuesday & Thursday Building 163 Room 1005 P. Sarmas Fall Quarter 2016 www.cpp.edu/~psarmas Catalog Description: This is the
More informationRMIN PRINCIPLES OF RISK MANAGEMENT AND INSURANCE FALL 2015
RMIN 2500.001 PRINCIPLES OF RISK MANAGEMENT AND INSURANCE FALL 2015 Instructor: Class Periods: Dale Sharpe Jenkins, M.S., CIC, AINS Monday and Wednesday 3:30 4:50 p.m. BLB 035 E-Mail: dale.sharpejenkins@unt.edu
More informationADVANCED FINANCIAL MANAGEMENT FIN 400(FACE to FACE) 5:30 PM 6:45 PM: M W FH310
ADVANCED FINANCIAL MANAGEMENT FIN 400(FACE to FACE) 5:30 PM 6:45 PM: M W FH310 Instructor Info: Name: Dr. Kevin Lee; Assistant Professor of Finance Office: Founder s Hall, 323Q Phone: 254.519.5772 Email:
More informationDerivatives (Futures and Options) (MGMT ; CRN: 34067) Spring 2016
Derivatives (Futures and Options) (MGMT 476-001; CRN: 34067) Spring 2016 Instructor: Dr. Hsuan-Chi Chen Class Schedule: Tuesday and Thursday; 2:00 pm -- 3:15 pm Classroom: ASM 1065 Office Location: ASM
More informationCOURSE SYLLABUS & OUTLINE Survey of Personal Financial Planning, Spring, 2016
Department of Business & Management COURSE SYLLABUS & OUTLINE Survey of Personal Financial Planning, Spring, 2016 Course Title: Course Number: Quarter: Instructors: Survey of Personal Financial Planning
More informationPELLISSIPPI STATE TECHNICAL COMMUNITY COLLEGE MASTER SYLLABUS PRINCIPLES OF ACCOUNTING II ACC 2120
PELLISSIPPI STATE TECHNICAL COMMUNITY COLLEGE MASTER SYLLABUS PRINCIPLES OF ACCOUNTING II ACC 2120 Class Hours: 3.0 Credit Hours: 3.0 Laboratory Hours: 0.0 Date Revised: Spring 02 Catalog Course Description:
More informationFINA0106A/ FINA2342A Insurance: Theory and Practice A
THE UNIVERSITY OF HONG KONG FACULTY OF BUSINESS AND ECONOMICS School of Economics and Finance FINA0106A/ FINA2342A Insurance: Theory and Practice A K. S. Tse E-mail: ktse@hku.hk Class Hours and Venue:
More informationIf you choose to include discussion in your grade, your grade composition will be as follows:
University of Wisconsin Madison School of Business Department of Actuarial Science, Risk Management and Insurance Spring 2008 Professor Teaching Assistants Dr. Martin Halek Shinichi Kamiya Office: Grainger,
More informationDelaware State University College of Business Department of Accounting, Economics and Finance Spring 2013 Course Outline
I. Course Delaware State University College of Business Department of Accounting, Economics and Finance Spring 2013 Course Outline Course Number: FIN 445 90 CRN 18013 Course Title: Security Analysis and
More informationHOFSTRA UNIVERSITY FRANK G. ZARB SCHOOL OF BUSINESS Educating for Personal and Professional Achievement
HOFSTRA UNIVERSITY FRANK G. ZARB SCHOOL OF BUSINESS Educating for Personal and Professional Achievement DEPARTMENT OF FINANCE FINANCE 402- MANAGERIAL FINANCE (Graduate course) Spring 2014, Section 01,
More informationPELLISSIPPI STATE COMMUNITY COLLEGE MASTER SYLLABUS MACROECONOMICS ECON Class Hours: 3.0 Credit Hours: 3.0
PELLISSIPPI STATE COMMUNITY COLLEGE MASTER SYLLABUS MACROECONOMICS ECON 2010 Class Hours: 3.0 Credit Hours: 3.0 Laboratory Hours: 0 Date Revised: Fall 2012 Catalog Course Description: A presentation of
More informationFIN-1061: PERSONAL FINANCE
FIN-1061: Personal Finance 1 FIN-1061: PERSONAL FINANCE Cuyahoga Community College Viewing:FIN-1061 : Personal Finance Board of Trustees: March 2018 Academic Term: Fall 2018 Subject Code FIN - Financial
More informationFIN3560 Financial Markets & Instruments Spring 2018
Class Meetings FIN3560-01: TR 11:30am-1:05pm FIN3560-02: TR 1:15pm-2:50pm FIN3560 Financial Markets & Instruments Spring 2018 Instructor Patrick C. Gregory, CFA Managing Director, Cutler Center for Investments
More informationNational Performance Management Advisory Commission; A Performance Measurement Framework for State and Local Government
URBPLAN 630 - Budgeting and Finance in the Public Sector Fall, 2017 Adjunct Professor: Steven Kreklow e-mail: kreklows@uwm.edu Required Texts: Bland, Robert L. 2013. A Budgeting Guide for Local Government,
More informationDRAFT SYLLABUS SUBJECT TO CHANGE RUTGERS, THE STATE UNIVERSITY OF NEW JERSEY SCHOOL OF PUBLIC AFFAIRS AND ADMINISTRATION
RUTGERS, THE STATE UNIVERSITY OF NEW JERSEY SCHOOL OF PUBLIC AFFAIRS AND ADMINISTRATION PUBLIC BUDGETING SYSTEMS Spring 2017 Unit/Subject/Course 20:834:542 Instructor: Cleopatra Charles, PhD Class Times:
More informationCENTRAL TEXAS COLLEGE SYLLABUS FOR ACNT 1331 Federal Income Tax: Individual Semester Hours Credit: 3 INSTRUCTOR: OFFICE HOURS:
I. INTRODUCTION CENTRAL TEXAS COLLEGE SYLLABUS FOR ACNT 1331 Federal Income Tax: Individual Semester Hours Credit: 3 INSTRUCTOR: OFFICE HOURS: A. A study of the federal tax law for preparation of individual
More informationContact information Instructor: Andrew Chupp Office: SPEA 375C Phone:
Course Information Course: SPEA V186 Introduction to Public Budgeting and Finance for Public Affairs Semester: Fall 2018 Class Times: MW 8-9:15 Classroom: CH 101 Office Hours: MW 9:30-11, 1-2:15. Contact
More informationTeaching Methodology:
Semester: Spring 2018 - MSVCC Term II Course Title: ACC2213 Principles of Accounting I Instructor: Gretta Biggs Prerequisite: None Instructor Contact Information: Co-requisite: None Phone: (228) 326-4642
More informationSYLLABUS & OUTLINE UCLA EXTENSION - Business & Management
SYLLABUS & OUTLINE UCLA EXTENSION - Business & Management Course Title: Estate Planning Course Number: X 439.3 Quarter: Instructor: Andrea Kushner Ross Phone: (310) 553-8844 Meeting Times: Mondays at 6:30
More informationJEFFERSON COLLEGE COURSE SYLLABUS BUS245 COST ACCOUNTING. 3 Credit Hours. Prepared by Mary E. Baricevic April 18, 2013
JEFFERSON COLLEGE COURSE SYLLABUS BUS245 COST ACCOUNTING 3 Credit Hours Prepared by Mary E. Baricevic April 18, 2013 Ms. Linda Abernathy, Math, Science and Business Division Chair Ms. Shirley Davenport,
More informationJEFFERSON COLLEGE COURSE SYLLABUS BUS245 COST ACCOUNTING. 3 Credit Hours. Prepared by: Mary E. Baricevic, Ph.D. April 18, 2013
JEFFERSON COLLEGE COURSE SYLLABUS BUS245 COST ACCOUNTING 3 Credit Hours Prepared by: Mary E. Baricevic, Ph.D. April 18, 2013 Updated by: Mary E. Baricevic, Ph.D. November 4, 2018 Dr. Terry Kite, Interim
More informationRES/FIN 9776 Real Estate Finance Spring 2014 M/W 05:50-7:05pm Room: building 22, 137 East 22nd, Room 203
RES/FIN 9776 Real Estate Finance Spring 2014 M/W 05:50-7:05pm Room: building 22, 137 East 22nd, Room 203 Instructor: Professor Ko Wang Office: C-412, building 22, 137 East 22nd Street Phone: (646) 660-6930
More informationUNIVERSITY OF MARYLAND. Robert H. Smith School of Business BMGT343 Investments Fall 2014
UNIVERSITY OF MARYLAND Robert H. Smith School of Business Investments Fall 2014 I. Information on Instructor Instructor: Professor Email: xiaohui@rhsmith.umd.edu (preferred method of contact) Office: 4426
More informationDelaware State University College of Business Department of Accounting, Economics and Finance Fall 2010 Tentative Course Outline
Delaware State University College of Business Department of Accounting, Economics and Finance Fall 2010 Tentative Course Outline I. Course Course Number: MBA 641 Course Title: Investments and Portfolio
More informationACCOUNTING 5370 Fall Text: 1. CCH Federal Estate & Gift Taxes Code and Regulations (March, 2014) or Internal Revenue Code (IRC) and Regulations.
ACCOUNTING 5370 Fall 2014 Instructor: Bob Widmer Office: Hours: Telephone: E-mail: Classroom: BLB 050 Thursday 6:30-9:20pm 513 West Oak. St. Denton, TX 76201 Saturday 10a.m. 12p.m by appointment and such
More informationHuntingdon College W. James Samford, Jr. School of Business and Professional Studies
BUS 311-Foundations of Finance Page 1 Huntingdon College W. James Samford, Jr. School of Business and Professional Studies COURSE NUMBER: BUS311 COURSE NAME: Foundations of Finance Fall 2014, Session III,
More informationFinancial Decision-Making Implications for the Consumer and the Professional
Financial Decision-Making Implications for the Consumer and the Professional INSTRUCTOR Professor Annamaria Lusardi Denit Trust Distinguished Scholar and Chair Professor of Economics and Accountancy Academic
More informationInstructor/TA Info. Course Information. Instructor Information. Description. Materials. Prerequisites. Learning Outcomes
Instructor/TA Info Instructor Information Name: Scott Condie Office Location: 136 FOB Office Phone: 801-422-5306 Office Hours: Tue, Thu 1:30pm-2:45pm Or By Appointment Email: scott_condie@byu.edu Course
More informationPrinciples of Managerial Accounting Syllabus ACG 2071, summer 2018, June 25 - July 27
Principles of Managerial Accounting Syllabus ACG 2071, summer 2018, June 25 - July 27 Course & Faculty Information Lecturer: E-mail: Time: Monday through Friday (1.8 contact hours each day) Contact hour:
More informationBUSINESS FINANCE 3300 INSURANCE AND RISK. Course Syllabus
BUSINESS FINANCE 3300 INSURANCE AND RISK Course Syllabus Autumn Semester 2017 Knowlton, Room 195 Mondays 3:00 5:45 PM Instructors: Office: E-Mails: Office Hours: Lynda Weaver Fisher Hall Weaver.984@osu.edu
More informationNEW YORK CITY COLLEGE OF TECHNOLOGY The City University of New York School of Arts & Sciences Department of Social Science Course Outline
Course code: ECON 201 Course title: Money and Banking Class hours/credits: class hours, credits Prerequisite: ECON 1101 Pathways: not applicable NEW YORK CITY COLLEGE OF TECHNOLOGY The City University
More informationFIN : Principles of Risk Management and Insurance
CALIFORNIA STATE UNIVERSITY, FULLERTON MIHAYLO COLLEGE OF BUSINESS AND ECONOMICS DEPARTMENT OF FINANCE (657) 278-2217 Fall 2012 FIN 360-03: Principles of Risk Management and Insurance Instructor: Professor
More informationPELLISSIPPI STATE TECHNICAL COMMUNITY COLLEGE MASTER SYLLABUS PRINCIPLES OF ACCOUNTING I ACC 2110
PELLISSIPPI STATE TECHNICAL COMMUNITY COLLEGE MASTER SYLLABUS PRINCIPLES OF ACCOUNTING I ACC 2110 Class Hours: 3.0 Credit Hours: 3.0 Laboratory Hours: 0.0 Date Revised: Fall 1999 Catalog Course Description:
More informationSchool of Business and Nonprofit Management Course Syllabus
School of Business and Nonprofit Management Course Syllabus Course: SBNM 5130-B2 Corporate Tax Accounting Academic Year: 2016/17 Semester/Quad: Fall 2016 Quad B Credit Hours: 2 Prerequisites: 5110 Instructor:
More informationUNIVERSITY OF MASSACHUSSETS DARTMOUTH College of Business Department of Accounting and Finance
UNIVERSITY OF MASSACHUSSETS DARTMOUTH College of Business Department of Accounting and Finance Summer 2018 COURSE: FIN 670, Investment Analysis, Online section PREREQUISITES: FIN 500 and graduate standing
More informationCOURSE SYLLABUS FINA 311 FINANCIAL MANAGEMENT FALL Section 618: Tu Th 12:30-1:45 pm (PH 251) Section 619: Tu Th 2:00-3:15 pm (PH 251)
COURSE SYLLABUS FINA 311 FINANCIAL MANAGEMENT FALL 2013 Section 618: Tu Th 12:30-1:45 pm (PH 251) Section 619: Tu Th 2:00-3:15 pm (PH 251) As this is a hybrid course, some of the class meetings will be
More informationSAMPLE. FIN350: Principles of Finance for the Public Sector Credit Hours: 3. Course Description and Outcomes
FIN350: Principles of Finance for the Public Sector Credit Hours: 3 Contact Hours: This is a 3-credit course, offered in accelerated format. This means that 16 weeks of material is covered in 8 weeks.
More informationBA Insurance and Risk Management Spring 2011 MW 9:30-10:45 PM Room: SOM 2.115
BA 4354-001 Insurance and Risk Management Spring 2011 MW 9:30-10:45 PM Room: SOM 2.115 Professor Contact Information David M. Cordell, PhD, CFA, CFP, CLU Office: SM 3.805, 972-883-2718 David.Cordell@UTDallas.edu
More informationJohnson County Community College, Mathematics Division Syllabus, Fall 2014 MATH (CRN #81777), MATH (CRN #81778)
Johnson County Community College, Mathematics Division Syllabus, Fall 2014 MATH 120-350 (CRN #81777), MATH 120-351 (CRN #81778) Course: Business Mathematics (3 credit hours) Description: This is a course
More informationUniversity of Jordan Jordan University Business School (JUBS)
University of Jordan Jordan University Business School (JUBS) Course Syllabus Form 1. Department: Finance 2. Program: Bachelor of Finance 3. Course code: 03. Course title: Financial Markets 5. Course credits:
More informationECON Financial Economics
ECON 450 - Financial Economics Winter 2017 Section 001: 3712 HBLL on T Th from 12:05 pm - 1:20 pm Course Information Description The course will explain the role and functioning of asset markets from an
More informationModule I - Introduction to Financial Planning
Marks Category Module I - Introduction to Financial Planning Embedded in Exam 1/2/3/4 to the extent of 20% of Total Marks (150) of respective exams, i.e. 30 marks Course Description: This module would
More informationCALIFORNIA POLYTECHNIC STATE UNIVERSITY ORFALEA COLLEGE OF BUSINESS FIXED INCOME SECURITIES AND MARKETS
CALIFORNIA POLYTECHNIC STATE UNIVERSITY ORFALEA COLLEGE OF BUSINESS FIXED INCOME SECURITIES AND MARKETS BUS439 SECTION 1&2, Room 03-302 Fall 2013 Tues. & Thurs. 9-11 & 2-4 Instructor: Mahdi Rastad (http://www.cob.calpoly.edu/faculty/mahdi-rastad/)
More informationUpon successful completion of this course, the student should be competent to perform the following tasks:
COURSE INFORMATION Course Prefix/Number: BAF 201 Course Title: Principles of Finance Lecture Hours/Week 3.0 Lab Hours/Week 0.0 Credit Hours/Semester 3.0 VA Statement/Distance Learning Attendance Textbook
More informationCourse Syllabus. Course Pre-requisites, Co-requisites, and/or Other Restrictions
Course Syllabus Course Information ECO 3311 INTERMEDIATE MACROECONOMIC THEORY AND POLICY Professor Contact Information Professor L.J. Dumas Office: GR3.218 Tel. 972-883-2010 ljdumas@utdallas Office Hours:
More informationPSC 713: PUBLIC BUDGETING & FINANCE Summer 2014 Central Michigan University Atlanta, GA Center. Friday, 6:00pm 10:00 pm Saturday, 8:00 am 5:00 pm
PSC 713: PUBLIC BUDGETING & FINANCE Summer 2014 Central Michigan University Atlanta, GA Center Friday, 6:00pm 10:00 pm Saturday, 8:00 am 5:00 pm July 11-12, 2014 July 25-26, 2014 August 8-9, 2014 Professor:
More informationIR603: Economics for Global Policy Frederick S. Pardee School of Global Studies Fall 2017 Course Syllabus
IR603: Economics for Global Policy Frederick S. Pardee School of Global Studies Fall 017 Course Syllabus The Formalities: Course Instructor: Mahesh Karra (mvkarra@bu.edu) Instructor Office Hours (at 15
More informationUNIVERSITY OF MASSACHUSSETS DARTMOUTH College of Business Department of Accounting and Finance. FIN 484, Advanced Investment Analysis, Online section
UNIVERSITY OF MASSACHUSSETS DARTMOUTH College of Business Department of Accounting and Finance Fall 2016 COURSE: FIN 484, Advanced Investment Analysis, Online section PREREQUISITES: FIN 383 Investment
More informationNUS Business School. FIN2004X Finance. Semester II 2017/2018
NUS Business School FIN2004X Finance Semester II 2017/2018 COURSE INSTRUCTOR: Dr. Jumana Zahalka COURSE TUTORS: As well, depending on your assigned tutorial section, you will be assigned one of a number
More informationJEFFERSON COLLEGE COURSE SYLLABUS BUS 241 MANAGERIAL ACCOUNTING. 3 Credit Hours. Prepared by: Mary E. Baricevic March 30, 2014
JEFFERSON COLLEGE COURSE SYLLABUS BUS 241 MANAGERIAL ACCOUNTING 3 Credit Hours Prepared by: Mary E. Baricevic March 30, 2014 Ms. Linda Abernathy, Math, Science and Business Division Chair Ms. Shirley Davenport,
More informationMCJ 6240 ONLINE Criminal Justice Planning, Budgeting, and Evaluation SYLLABUS Fall Lap top if available and flash drive
MCJ 6240 ONLINE Criminal Justice Planning, Budgeting, and Evaluation SYLLABUS Fall 2015 Instructor: Mike Chabries, MPA Cellphone 801 865-9500 (Please use for this course only) Instructor available upon
More informationPROPERTY AND LIABILITY INSURANCE
BUSINESS FINANCE 4310 PROPERTY AND LIABILITY INSURANCE Online Course Syllabus Spring Semester 2018 Instructor: Dr. Bill Rives E-Mail: rives.4@osu.edu (preferred means of communication) Office Hours: On
More informationMGMT X BOOKKEEPING & ACCOUNTING ESSENTIALS II COURSE SYLLABUS
Quarter: Fall, 2017 MGMT X 423.431-357850 BOOKKEEPING & ACCOUNTING ESSENTIALS II Instructor: Shael B. Jacobson, CPA Email: sbjacobson@ucla.edu COURSE SYLLABUS Instructor s Phone: Office (310) 475-5910
More informationACT3230 A01 Actuarial Models 2 Winter 2019 Drake Centre 115, TR 10:00 am 11:15 am
ACT3230 A01 Actuarial Models 2 Winter 2019 Drake Centre 115, TR 10:00 am 11:15 am CONTENTS INSTRUCTOR... 1 COURSE DESCRIPTION... 1 COURSE OBJECTIVES... 1 COURSE MATERIALS... 2 COURSE FORMAT... Error! Bookmark
More informationOffice Hours: Thursday 3-5pm
University of Wisconsin Madison School of Business Department of Actuarial Science, Risk Management and Insurance Spring 2011 Professor Teaching Assistants Dr. Martin Halek Joyce Lin (Sections 301 304)
More informationActuarial Control Cycle A1
ACST4031 Actuarial Control Cycle A1 The aim of the Actuarial Control Cycle is to provide students with an understanding of underlying actuarial principles that may be applied to a range of problems and
More informationFI 8200: DERIVATIVE MARKETS (Spring 2018)
FI 8200: DERIVATIVE MARKETS (Spring 2018) Class Information: Instructor Information: 5:30-9:45 pm Wednesday; Room 1215 Buckhead Center (January 10 through April 18; every other Wednesday) Professor Gerald
More informationCOURSE OUTLINE. Course Number Course Title Credits BUS109 Personal Finance 3. Pre-requisites: MAT125 or advisor approved equivalent IST101 or 102
COURSE OUTLINE Course Number Course Title Credits BUS109 Personal Finance 3 Hours: lecture/lab/ Other 3 Lecture Pre-requisites: MAT125 or advisor approved equivalent IST101 or 102 Implementation sem/ year
More informationCourse Syllabus FINANCE International Financial Management (3 hrs) Summer 2017 The semester runs from May 22, 2017 to Aug, 04, 2017.
Course Syllabus FINANCE 400-301 International Financial Management (3 hrs) Summer 2017 The semester runs from May 22, 2017 to Aug, 04, 2017. Instructor: Mahfuzul Haque Office: Federal Hall: 311 Telephone:
More informationHealth Economics Policy. ECP3990 (12534), Syllabus, Spring 2017
Health Economics Policy ECP3990 (12534), Syllabus, Spring 2017 Class Hours: Tue / Thu, 1:00pm - 2:15pm 01/09 05/06/2017 Class Room: Building 74, Room 104 Final Exam Date: May 4 th, 2017: 11:00am 1:30pm
More informationAccounting Spring 2018 Federal Income Taxation
Accounting 341-001 Spring 2018 Federal Income Taxation Classroom: Beatty 214, 4:00 pm 5:15 pm Tuesday, Thurs Instructor: Linda Jacobsen Bradley McKee, Ph.D., CPA Office: 5 Liberty Street, Room 435 (Beatty
More informationFIN550: Financial Markets & Institutions
FIN550: Financial Markets & Credit Hours: 3 Contact Hours: This is a 3-credit course, offered in accelerated format. This means that 16 weeks of material is covered in 8 weeks. The exact number of hours
More informationCOURSE SYLLABUS & OUTLINE
Department of Business & Management COURSE SYLLABUS & OUTLINE Course Title: Quarter: Instructor: Meeting Times: Location: Office Hours: X 430.326 The Science and Art of Investing Summer 2011 Darius G.
More informationNEW YORK UNIVERSITY STERN SCHOOL OF BUSINESS. FOUNDATIONS OF FINANCIAL MARKETS C Spring Professor Yoram Landskroner
NEW YORK UNIVERSITY STERN SCHOOL OF BUSINESS FOUNDATIONS OF FINANCIAL MARKETS C15.0002.03 Spring 2009 Professor Yoram Landskroner Dates: Jan 20- May 14, 2009 No Class on Mon, Feb 16 (Presidents Day) Mon,
More informationEconomics 325 (Section 020*) Intermediate Macroeconomic Analysis 1. Syllabus Professor Sanjay Chugh Fall 2009
Department of Economics University of Maryland Economics 325 (Section 020*) Intermediate Macroeconomic Analysis Syllabus Professor Sanjay Chugh Lectures: Tuesdays and Thursdays, 2:00pm-2:50pm, Tydings
More informationACCOUNTING. Accounting Degree. Accounting Certificate
Area: Business & Computer Science Dean: Dr. Derrick Booth Phone: (916) 484-8361 Counseling: (916) 484-8572 Degree The degree focuses on preparation for careers in various accounting professions. The program
More informationCOWLEY COLLEGE & Area Vocational Technical School
COWLEY COLLEGE & Area Vocational Technical School COURSE PROCEDURE FOR Student Level: This course is open to students on the college level in either the freshman or the sophomore year. Catalog Description:
More informationPrinciples of Macroeconomics ECO 2251-THWA Fall 2011 MW 2:00 3:15 pm Bibb Graves 221
TROY UNIVERSITY SORRELL COLLEGE OF BUSINESS Principles of Macroeconomics ECO 2251-THWA Fall 2011 MW 2:00 3:15 pm Bibb Graves 221 Instructor: Dr. George R. Crowley Office Location: Bibb Graves 137C Office
More informationThe University of Western Ontario Department of Statistical and Actuarial Sciences ACTUARIAL SCIENCE 2053
The University of Western Ontario Department of Statistical and Actuarial Sciences ACTUARIAL SCIENCE 2053 Mathematics for Financial Analysis -- 2018-19 Instructor Sec Day/Time Location email Office/Phone
More informationCOURSE OUTLINE. School of Business COURSE CODE: FINA 341 TOTAL COURSE HOURS: 60
COURSE OUTLINE SCHOOL: DEPARTMENT: PROGRAM (if applicable): COURSE TITLE: School of Business Accounting Financial Services Corporate Credit COURSE CODE: FINA 341 TOTAL COURSE HOURS: 60 PRE-REQUISITES/CO-REQUISITES:
More informationTextbooks (both are available in the UWO bookstore) Mathematics of Finance, NEW 8th Edition, by Brown-Kopp ($91.75) Study note package (about $25)
The University of Western Ontario Department of Statistical and Actuarial Sciences ACTUARIAL SCIENCE 2053 Mathematics for Financial Analysis -- 2017-18 Instructor Sec Day/Time Location email Office/Phone
More informationAccounting Spring 2017 Federal Income Taxation
Accounting 341-001 Spring 2017 Federal Income Taxation Classroom: TCFE 315, 10:50 am-12:05 pm Tuesday, Thursday Instructor: Linda Jacobsen Bradley McKee, Ph.D., CPA Office: 5 Liberty Street, Room 435 (Beatty
More informationFoundations of Finance
Foundations of Finance Instructor: Prof. K. Ozgur Demirtas Office: KMC 9-150 Office Hours: Tuesday: 1:00-2:00 pm, Thursday: 1:00-2:00 pm, or by appointment Telephone: 646-312-3484 Email: kdemirta@stern.nyu.edu
More informationJEFFERSON COLLEGE COURSE SYLLABUS BUS 240 FINANCIAL ACCOUNTING. 3 Credit Hours. Prepared by: Scott Cazadd August 1, 2013
JEFFERSON COLLEGE COURSE SYLLABUS BUS 240 FINANCIAL ACCOUNTING 3 Credit Hours Prepared by: Scott Cazadd August 1, 2013 Ms. Linda Abernathy, Math, Science and Business Division Chair Ms. Shirley Davenport,
More informationEDAD 5314 School-Based Budgeting Spring Session II, 2015 (7 weeks)
EDAD 5314 School-Based Budgeting Spring Session II, 2015 (7 weeks) Instructor: E-mail: Dr. Richard Sorenson, Associate Professor-Retired rsorenson@utep.edu Class Meetings: Saturday 8:30 A.M. 1:50 P.M.
More informationA. Course:37:575:250:05 Finance for Personal and Professional Success (Tentative Syllabus)
A. Course:37:575:250:05 Finance for Personal and Professional Success (Tentative Syllabus) Instructor: Mary Evans Email ID: mevans@work.rutgers.edu Meeting time and Location Thursdays,7:40 pm to 10:30pm
More informationCourse Title: Investments & Portfolio Management. Section: A. Semester/year: Fall 2014
Subject: Economics & Business Number: EBGN546 Course Title: Investments & Portfolio Management Section: A Semester/year: Fall 2014 Instructor or Coordinator: Professor John Cuddington Contact information
More informationA. Course:37:575:250:05 Finance for Personal and Professional Success (Tentative Syllabus)
A. Course:37:575:250:05 Finance for Personal and Professional Success (Tentative Syllabus) Instructor: Mary Evans Email ID: mary.evans@rutgers.edu Mailbox: 50 Labor Center Way, Labor Education Center (LEC)
More informationAccounting I Class Schedule
Accounting I Class Schedule Accounting I Instructor: Dr. Ben Mahdavian Time: Tuesday 1:00 3:30 PM Thurs. 1:00 3:30 PM Room: BJ 106 02/09/2016 through 06/02/2016 Office Hours: Thursday 12:30-1:00 P.M in
More informationACTL5105 Life Insurance and Superannuation Models. Course Outline Semester 1, 2016
Business School School of Risk and Actuarial Studies ACTL5105 Life Insurance and Superannuation Models Course Outline Semester 1, 2016 Part A: Course-Specific Information Please consult Part B for key
More informationNUS Business School. FIN2004X Finance. Semester II 2015/2016
NUS Business School FIN2004X Finance Semester II 2015/2016 COURSE INSTRUCTOR: Dr. Jumana Zahalka COURSE TUTORS: As well, depending on your assigned tutorial section, you will be assigned one of a number
More informationAccounting Fall 2017 Federal Income Taxation
Accounting 341-001 Fall 2017 Federal Income Taxation Classroom: Beatty 214, 4:00 pm 5:15 pm Tuesday, Thursday Instructor: Linda Jacobsen Bradley McKee, Ph.D., CPA Office: 5 Liberty Street, Room 435 (Beatty
More informationPAD 5208 Budget and Finance in Nonprofit Organizations. Instructor: David Berlan, PhD. Room: Bellamy 114 Office Phone:
PAD 5208 Budget and Finance in Nonprofit Organizations Spring 2016 Instructor: David Berlan, PhD Mondays 5:30 to 8:15 pm Office: 650 Bellamy Room: Bellamy 114 Office Phone: 850-645-1914 Office Hours: Tuesdays
More informationAPPENDIX 1: Information on Examination Papers and Examination Syllabus
APPENDIX 1: Information on Examination Papers and Examination Syllabus Part 1: EXAMINATION QUESTION DISTRIBUTION Number of questions and percentage distribution by broad subject area: Foundation 15 Duration
More informationEnvironmental Policy U8201 Financial Management Syllabus Call # 99779, Section 001, Spring 2015 Martha E. Stark, Adjunct Professor
Environmental Policy U8201 Financial Management Syllabus Call 99779, Section 001, Spring 2015 Martha E. Stark, Adjunct Professor The 411: Class Time: Mondays 6:10 pm - 8:00 pm, except: March 16, 2014 Spring
More informationSAULT COLLEGE OF APPLIED ARTS AND TECHNOLOGY SAULT STE. MARIE, ONTARIO COURSE OUTLINE
SAULT COLLEGE OF APPLIED ARTS AND TECHNOLOGY SAULT STE. MARIE, ONTARIO Sault College COURSE OUTLINE COURSE TITLE: FINANCIAL & MANAGERIAL CODE NO. : SEMESTER: PROGRAM: HUMAN RESOURCES PRACTICES CERTIFICATE
More informationBUSI 1307 Personal Finace. Revision Date: 10/17/16
Course Syllabus BUSI 1307 Personal Finace Revision Date: 10/17/16 Catalog Description: Personal and family accounts, budgets and budgetary control, bank accounts, charge accounts, borrowing, investing,
More informationSAMPLE. FIN550: Financial Markets and Institutions. Course Description and Outcomes. Participation & Attendance. Credit Hours: 3
FIN550: Financial Markets and Institutions Credit Hours: 3 Contact Hours: This is a 3-credit course, offered in accelerated format. This means that 16 weeks of material is covered in 8 weeks. The exact
More information