Download FINE2070 Personal Finance

MASTER SYLLABUS
A.
Academic Division: Business, Industry and Technology
B.
Department: Business
Discipline: Finance
C.
Course Number and Title: FINE2070 – Personal Finance
D.
Course Coordinator: Jen Adkins
Department Chair: Lynn Jones
E.
Credit Hours: 3
F.
Prerequisites: ACCT1010 Financial Accounting
G.
Syllabus Effective Date: Fall, 2012
H.
Textbook(s) Title:
Focus on Personal Finance




Author: Kapoor, Dlabay, Hughes
Year: 2009
Edition: 3rd
ISBN #9780073382425
I.
Workbook(s) and/or Lab Manual: Readings from The Wall Street Journal, Money,
Kiplinger’s Personal Finance Magazine, and other personal finance and general business
periodical found online for various assignments.
J.
Course Description: This course is an overview of personal and family financial
planning with an emphasis on financial record keeping, planning your spending, tax
planning, consumer credit, making purchase/lease decisions, purchasing insurance,
selecting investments, and retirement and estate planning.
K.
Core Learning Outcomes
Core Learning Outcomes
Communication – Written
Assessments - - How it is met & When it is met
All listed assignments are graded
Final Project – week 16
Core Learning Outcomes
Communication – Speech
Culture and Community
Critical Thinking
Computer Literacy
Computation
L.
Assessments - - How it is met & When it is met
All listed assignments are graded
Homework/cases – weekly
Exams- weeks 5, 8, 12, 16
Final project – week 16
Homework/cases – weekly
Final project – week 16
Homework/cases – weekly
Exams- weeks 5, 8, 12, 16
Final project – week 16
Course Outcomes and Assessment Methods:
Upon successful completion of this course, the student shall:
Outcomes
1. Assemble a basic budget.
2. Analyze the importance of tax planning
on personal finance and examine basic tax
terminology.
3. Compare and contrast different payment
and savings sources, and evaluate which
product is best in different circumstances.
4. Compare and contrast different types of
consumer credit, and calculate the cost of
credit.
5. Compare and contrast buying vs. renting
housing and calculate various costs
associated with each.
6. Analyze home, auto, life, health and
disability insurances and their importance
to financial planning.
7. Analyze the basics of different
investment alternatives, including stocks,
bonds, and mutual funds, and the
importance of all on personal finance
decisions.
8. Analyze the importance of retirement
and estate planning on personal finance.
Assessments – How it is met
& When it is met
Homework/cases – weeks 2-3
Exam – week 5
Final project – week 16
Homework/cases – weeks 3-4
Exam – week 5
Final project – week 16
Homework/cases – weeks 3-4
Exam – week 5
Final project – week 16
Homework/cases – weeks 6-8
Exam – week 8
Final project – week 16
Homework/cases – weeks 6-8
Exam – week 8
Final project – week 16
Homework/cases – weeks 10-12
Exam – week 12
Final project – week 16
Homework/cases – weeks 12, 13-14
Exam – week 12, 16
Final project – week 16
Homework/cases – weeks 15-16
Exam – week 16
Final project – week 16
M.
Course Topical Outline:

Planning Your Personal Finances

Managing Your Personal Finances

Making Your Purchasing Decisions

Insuring Your Resources

Investing Your Financial Resources

Controlling Your Financial Future
N.
Course Assignment:
1.
Homework/case preparation
2.
Exam preparation
3.
Final project research
O.
Recommended Grading Scale:
100-95
94-92
91-89
88-86
85-83
82-80
A
AB+
B
BC+
79-77
76-74
73-71
70-68
67-65
64-Below
C
CD+
D
DF