City College of San Francisco
Finance 136 – INTRODUCTION TO FINANCIAL PLANNING
3 Units, Section 501, CRN 70306
Fall 2013
Tuesday evenings, August 20th – December 17th, 6:00pm – 9:00pm
No class Tuesday September 17th
Room: Cloud 103
Instructor: Mr. Mario Yrun
Background:
BA, Pomona College, Economics, 1982
MBA, University of Chicago, Finance/Statistics, 1988
Financial Derivatives Structuring/Marketing 1988-2000
Citicorp, Credit Lyonnais, Salomon Smith Barney
Consultant/Product Manager, Knowmadic Inc. 2000 – 2003
Consultant/Marketer, Phelan Capital LLC 2006 - 2007
Instructor, City College of San Francisco 2001 – present
Golden Gate University, 2003 - 2004
Email:
myrun@ccsf.edu
Website:
go to: fog.ccsf.edu/myrun, then click FIN136 for course page
Office hours: Cloud 220, Mondays and Wednesdays 9am – 10am
Textbook:
“Personal Finance – Turning Money into
Wealth”, 6th Ed., by Arthur J. Keown,
Pearson/Prentice Hall
The following policies and deadlines apply equally to all students, including international
students:
Student Attendance Requirement:
Students are expected to attend all sessions.
Students who miss more than 3 sessions
may be subject to instructor initiated
withdrawal. This policy applies to all
students, including international students.
Student Preparation for Class:
Read text chapter before class. Be prepared
to discuss the text, homework and relevant
news.
Examinations:
Midterm 1: Oct 15th
Midterm 2: Nov 26th
Project Due Date: December 10th
Final: December 17th
No make-up exams given
Grading System:
Project 35%, Midterm and Final Exams 50%
Class Participation 15%: 90–100 = A, 80–
89 = B, 70–79 = C, 60–69 = D and <60 = F
Late submission of project is docked one full
grade point. No project is accepted after
December 17th final examination date.
Important Dates:
August 27, 2013: Last day to withdrawal,
drop or reduce course load in order to obtain
enrollment fee and 100% nonresident and
foreign student tuition fee refund
August 30, 2013: Last day to add credit
classes
September 5, 2013: Last day to drop credit
classes with no “W” on transcript, Last day
to drop classes to qualify for 50%
nonresident tuition fee refund;
September 12, 2013: Last day to request
pass/no-pass grading option
November 14, 2013: Last day for studentinstructor initiated withdrawal. Instructor
must assign grade or incomplete after this
date.
It is your responsibility to withdraw from the class by November 14th if you should chose
not to continue for any reason. To receive an incomplete grade you must submit a
request in writing to the instructor on or before December 10th with your reason and
supporting documentation. You must also receive written approval for the incomplete.
Reasonable accommodation of disabled students is required by law under the Americans
with Disabilities Act. Any disabled student who would like disability related
accommodations (special arrangements of any sort) must register with DSPS (Disabled
Students Programs and Services) and receive an official document from DSPS that
outlines reasonable accommodations determined by the DSPS counselor. The document
from DSPS should be shown to the instructor. If you do not have this document or you
have yet to register with DSPS, please call a counselor at (415) 452-5481. DSPS is
located in room 323 of the Rosenberg Library.
FIN 136 CLASS SCHEDULE
Fall 2013
8/20:
Course Introduction and Chapter 1 – Financial Planning
8/27:
Chapter 2 – Measuring Your Financial Health and Making a Plan
9/3:
Chapter 3 – Understanding the Time Value of Money
Motley Fool Video Documentary: “The Motley Fool Money-Making
Life-Changing Special”
9/10:
Chapter 3 – Understanding the Time Value of Money (con’t)
Homework due: Time Value of Money problems from text Ch 3
Chapter 4 – Tax Planning and Strategies
9/17:
no class
9/24:
Chapter 4 – Tax Planning and Strategies (con’t)
Frontline Video Documentary: “Inside the Meltdown”
10/1:
Homework due: Case - IRS 1040A and schedule A tax forms
Chapter 5 - Cash or Liquid Asset Management
PBS documentary: “The Credit Card Game”
10/8:
Chapter 6 – Using Credit Cards: The Role of Open Credit
Midterm Review
10/15:
Midterm Exam #1: Chapters 1 - 6
10/22:
Chapter 7 – Using Consumer Loans
NOW on PBS – “Credit and Credibility”
10/29:
Chapter 8 – The Home and Automobile Decision
Frontline documentary: “Mind over Money”
11/5:
Homework due: Buy vs Rent analysis
Chapter 9 – Life and Health Insurance
11/12:
Chapter 10 – Property and Liability Insurance
Chapter 11 - Investment Basics
11/19:
Chapter 11 – Investment Basics (con’t)
Chapter 12 – Securities Markets
Midterm Review
FIN 136 CLASS SCHEDULE (con’t)
Fall 2013
11/26:
Midterm Exam #2: Chapters 7 - 12
12/3:
Chapter 13 – Investing in Stocks
Chapter 14 – Investing in Bonds and Other Alternatives
Frontline Documentary “The Retirement Gamble”
12/10:
Projects Due
Chapter 16 – Retirement Planning
Chapter 15 – Mutual Funds: An Easy Way to Diversify
Final Exam Review
12/17:
Final Exam