Download BUSN 1300 Personal Finance

Date Revised: August 2015
COURSE SYLLABUS
Syllabus for:
BUSN 1300 Personal Finance
Former Semester Course(s):
Catalog Description:
BUS 1300 Personal Money Management
This course helps students to define and reach personal financial goals.
Topics may include planning, budgeting, taxes, credit, housing,
insurance, investing, and retirement planning.
Credit Hours:
3
Contact Hours:
Prerequisite(s):
None
Required Text:
Focus on Personal Finance, 5th edition. Kapoor, Dlabay, Hughes, and Hart.
McGraw-Hill/Irwin, 2016. ISBN-13: # 978-0-07-786174-2.
Required Supplies/Material(s):
3
Lab Hours:
0
None
Recommended Supplementary Material(s):
None
Student Group for Whom Course is Required/Intended:
This course is designed as an elective course for students following any program of study.
Student Learning Outcomes: Upon completion of this course, students will demonstrate the ability to:
1.
2.
3.
4.
5.
6.
7.
Develop a tentative comprehensive financial plan for the student and/or the family unit.
Prepare a short-term budget for the student and/or the family unit.
Recognize the impact of financial decisions on the student’s personal income tax situation.
Develop a plan for managing debt and the student’s creditworthiness.
Analyze the process for making appropriate purchasing decisions, specifically in the areas of
transportation, housing, and household-item purchases.
Select appropriately from among various insurance options, including property and liability
insurance, health and disability insurance, and life insurance.
Select appropriately from among various saving and investing options, with consideration for
retirement and estate planning.
BUSN 1300 Course Syllabus
August 2015
Suggested Evaluation Plan:
Task
Unit I Test (Chapters 1-3)
Unit II Test (Chapters 4-7)
Unit III Test (Chapters 8-10)
Unit IV Test (Chapters 11-14)
Homework/Projects
Weight
15-20%
15-20%
15-20%
15-20%
20-40%
Student Learning Outcomes
1-3
4-5
6
7
1-7
Final Grading Plan: The grading scale for all examinations and the final coruse grade will be
based on the following percentages:
A=
B=
C=
D=
F=
90 – 100%
80 - 89%
70 - 79%
60 - 69%
0 - 59%
Instructional Schedule:
Week
1
2
3
4
5
6
7
8
9
Student Learning
Outcomes
Content to Be Covered
Supplementary
Material(s) Financial
Chapter 1—“Personal
1
Planning in Action”
Chapter 2—“Money
2-3
Management Skills”
Chapter 3—“Taxes in Your
Financial Plan”
Chapter 3—“Taxes in Your
3
Financial Plan”
Test I—Chapters 1-3
Chapter 4—“Savings and
7
Payment Services”
Chapter 5—“Consumer Credit”
4
Chapter 6—“Consumer
5
Purchasing Strategies and
Wise Buying of Motor Vehicles”
Chapter 7—“Selecting and
5
Financing Housing”
Test II—Chapters 4-7
Chapter 8—“Home and
6
Automobile Insurance”
Chapter 8 (Continued)
6
Chapter 9—“Health and
Disability Income Insurance”
Student Assignments/
Supplementary Materials
Appropriate learning activities as
determined by the instructor.
Appropriate learning activities as
determined by the instructor.
Appropriate learning activities as
determined by the instructor.
Appropriate learning activities as
determined by the instructor.
Appropriate learning activities as
determined by the instructor.
Appropriate learning activities as
determined by the instructor.
Appropriate learning activities as
determined by the instructor.
Appropriate learning activities as
determined by the instructor.
Appropriate learning activities as
determined by the instructor.
BUSN 1300 Course Syllabus
August 2015
Week
Student Learning
Outcomes
10
6
11
7
12
7
13
7
14
7
15
7
Content to Be Covered
Chapter 9 (Continued)
Chapter 10—“Financial
Planning with Life Insurance”
Test III—Chapters 8-10
Chapter 11—“Investing Basics
and Evaluating Bonds”
Chapter 11 (Continued)
Chapter 12—“Investing in
Stocks”
Chapter 12 (Continued)
Chapter 13—“Investing in
Mutual Funds
Chapter 13 (Continued)
Chapter 14—“Retirement and
Investment Planning”
Chapter 14 (Continued)
Test IV—Chapters 11-14
Student Assignments/
Supplementary Materials
Appropriate learning activities as
determined by the instructor.
Appropriate learning activities as
determined by the instructor.
Appropriate learning activities as
determined by the instructor.
Appropriate learning activities as
determined by the instructor.
Appropriate learning activities as
determined by the instructor.
Appropriate learning activities as
determined by the instructor.