MASTER COURSE SYLLABUS
Date:
January 2002
Course Number:
FIN 100
Course Title:
Personal Financial Planning
Instructor(s):
Burnett, Evans, Hall
Typical Textbook:
Gitman and Joehnk, 9th ed., Personal Financial
Planning, Southwest, 2002; Keown, 2nd ed., Personal
Finance: Turning Money into Wealth, Prentice-Hall,
2001.
Catalog Description:
An introduction to the study of personal money
management. Topics include budgeting, home
ownership, insurance, investments, and retirement
benefits. Not open for credit as a finance major
course.
Prerequisites:
None
Course Objectives:
The course is oriented toward students who have no
background in finance. The objective is to introduce students
to the major financial decisions they will make throughout
their lifetimes. They will learn basic terminology and decision
approaches for personal cash budgeting, purchasing a car or
home, life and health insurance, personal investments, and
retirement plans.
Because the course introduces basic financial concepts, the
course is not available for credit as a finance major course.
Business majors may use it as an elective, however.
MASTER COURSE SYLLABUS
FIN 100
January 2002
Subject Matter (based on 28 eighty-minute sessions):
Item
Sessions
1.
Foundations of Financial Planning
Measuring Financial Worth, Budgeting, Managing Taxes
6.0
2.
Time Value of Money
5.0
3.
Managing Basic Assets
Savings and Liquid Assets, Housing and Other Major Assets
4.0
4.
Managing Credit
Credit Cards, Consumer Loans
3.0
5.
Managing Insurance Needs
Life Insurance, Health Insurance, Property Insurance
2.0
6.
Managing Investments
Stocks, Making Security Investments, Mutual Funds
4.0
7.
Retirement Planning
2.0
8.
Examinations
2.0
Computer Usage:
Course is offered via video on the Internet and students collect
information on Internet sites as homework.
Writing:
None
Ethical Issues:
Ethics will be discussed primarily from the orientation of the
consumer’s being wary of unethical financial service providers.
Global Issues:
None
Diversity:
None
Technology:
Issues are covered in reference to new ways of providing financial
services.
Environment:
None