Undergraduate University Curriculum Committee
Course Proposal Form for Courses Numbered 0001 – 4999
(Faculty Senate Resolution #8-16, March 2008)
Guidelines for submission may be accessed via the web at:
www.ecu.edu/cs-acad/fsonline/cu/curriculum.cfm.
Note: Before completing this form, please carefully read the accompanying instructions.
1.
Course Prefix and Number:
2.
Date:
3.
Requested Action (check only one box):
FINA 4854
11/06/2008
New Course
X
Revision of Active Course
Unbanking of a Banked Course
Renumbering of Existing Course from:
4.
#
to
#
Justification for new course, revision, unbanking, or renumbering:
As a result of our ongoing assessment efforts, feedback
from our Business Advisory Council and a recent grant
we propose a new concentration in Risk Management and
Insurance (RMI). This course has been taught as part of
the Financial Services Concentration. The revision
permits this course to fit within both concentrations rather
than create a new course.
5.
Course description exactly as it should appear in the next catalog:
4854. Employee Benefits and Retirement Planning (3) (S) Registration
preference given to declared and intended majors with a minimum 2.5 GPA. P:
FINA 3724. Benefit regulations and estate planning strategies, including legal
constraints and tax issues.
6.
If this is a course revision, briefly describe the requested change:
The revision places less emphasis on design of
employee benefit plans and more on the contents of
employee benefit plans and considered and substance of
estate planning strategies.
405
7.
Page Number from current undergraduate catalog:
8.
The Writing Across the Curriculum Committee must approve Writing Intensive (WI) Credit for all
courses prior to their consideration by the UCC. If WI credit is requested, has this course been
approved for Writing Intensive (WI) credit (yes/no)?
If Yes, will all sections be Writing Intensive (yes/no)?
No
1.
10.
The Academic Standards Committee must approve Foundations Curriculum Credit for all courses prior
to their consideration by the UCC. If FC credit has been approved by the ASC, then check the
appropriate box (check at most one):
English (EN)
Science (SC)
Humanities (HU)
Social Science (SO)
Fine Arts (FA)
Mathematics (MA)
Health (HL)
Exercise (EX)
Course Credit:
Lecture Hours
Weekly
or
Lab
Weekly
Studio
45
3
s.h.
Per Term
Credit Hours
or
Per Term
Credit Hours
s.h.
Weekly
or
Per Term
Credit Hours
s.h.
Practicum
Weekly
or
Per Term
Credit Hours
s.h.
Internship
Weekly
or
Per Term
Credit Hours
s.h.
Total Credit Hours
s.h.
Other (e.g., independent study):
11.
Anticipated yearly student enrollment:
12.
Affected Degrees or Academic Programs:
50
Degree(s)/Course(s)
Catalog Page
Finance
Concentration in
Risk Management
and Insurance
13.
Change in Degree Hours
191,192
Overlapping or Duplication with Affected Units or Programs:
X
Not Applicable
Applicable (Notification and/or Response from Units Attached)
14.
Approval by the Council for Teacher Education (required for courses affecting teacher education
programs):
x
Not Applicable
Applicable (CTE has given their approval)
15.
Instructional Format: please identify the appropriate instructional format(s):
X
16.
Lecture
Internship
Lab
Studio
Student Teaching
Clinical
Correspondence
Honors
Seminar
Colloquia
Practica
Other
Statements of Support:
X
Current staff is adequate
Additional Staff is needed (describe needs in the box below):
X
Current facilities are adequate
Additional Facilities are needed (describe needs in the box below):
X
Initial library resources are adequate
Initial resources are needed (in the box below, give a brief explanation and estimate
for cost of acquisition of required resources):
X
Unit computer resources are adequate
Additional unit computer resources are needed (in the box below, give a brief
explanation and an estimate for the cost of acquisition):
X
ITCS Resources are not needed
Following ITCS resources are needed (put a check beside each need):
Mainframe computer system
Statistical services
Network connections
Computer lab for students
Describe any computer or networking requirements of this program that are not
currently fully supported for existing programs (Includes use of classroom,
laboratory, or other facilities that are not currently used in the capacity being requested).
Approval from the Director of ITCS attached
17.
Syllabus – please insert course syllabus below. Do not submit course syllabus as a
separate file. You must include (a) the name of the textbook chosen for the course, (b)
the course objectives, (c) the course content outline, and (d) the course assignments
and grading plan.
(a) COURSE OBJECTIVES:
1. Students should be able to demonstrate an understanding of the basic principles of estate and retirement
planning.
2. Students should be able to demonstrate the use and application of pension plans, other savings methods, wills,
trusts, estates, as well as taxation considerations.
3. Students should be able to explain and discuss the legal problems that exist in estate and retirement planning
decisions.
4. Students should be able to recognize and analyze estate and retirement planning decisions and employ the
appropriate management techniques for such problems.
(b) COURSE GOALS: Each student will study financial, business and legal analyses and information and their uses
in decision-making regarding employee benefits and individual retirement planning. First, each student will know
and use fundamental information and analyses of employee benefit plans and estate and retirement planning.
This information and analyses include welfare benefit and retirement plans, retirement planning, wills, trusts, and
federal tax principles. Second, each student will understand the impact of employee benefit plans, retirement
planning and estate planning on individuals and their spouses and dependents. Third, each student will use
financial, legal, business and other analyses and information to analyze employee benefit plans and to find
solutions and opportunities in designing or making retirement and estate plans. The Course Goals implement the
Course Objectives above.
(c) TEXTBOOKS, STUDY GUIDES, AND SUPPLEMENTS:
1. David A. Littell & Kenn Beam Tacchino, Planning for Retirement Needs, 9th ed., The American College, Bryn
Mawr, Pennsylvania, 2008, ISBN: 978-1932819441.
2. Constance J. Fontaine, Editor, Fundamentals of Estate Planning, 11th ed., The American College, Bryn
Mawr, Pennsylvania, 2008, ISBN: 978-1932819571.
(d) COURSE GRADING :The scale is as follows:
A = 100-90,
B = 89-80,
C = 79=70,
D = 69-60, and
F = Below 60.
(e) EXAMINATIONS AND COURSE WEIGHTS FOR ASSIGNMENTS:
The course requires two (2) examinations (exam). All examinations consist of multiple-choice and essay
questions. The multiple-choice questions cover employee benefits and retirement planning information. The
essay problems cover analysis and information for employee benefit administration and retirement planning
problems. Each examination is worth one hundred points. The grading summary is as follows:
Examination (2)
40% (Multiple-Choice and Essay)
Business Cases (2)
25% (Written Reports & Presentations)
Final Examination (1)
25% (Multiple-Choice and Essay)
Class Participation (2 or more) 10% (Discussions & Attendance)
Your final course grade is a weighted average of examinations, business cases, final examination and class
participation.