Download FIN 2100 - Florida State College at Jacksonville

FLORIDA STATE COLLEGE AT JACKSONVILLE
COLLEGE CREDIT COURSE OUTLINE
COURSE NUMBER:
FIN 2100
COURSE TITLE:
Personal Finance
PREREQUISITE(S):
None
COREQUISITE(S):
None
CREDIT HOURS:
3
CONTACT HOURS/WEEK:
3
CONTACT HOUR BREAKDOWN:
Lecture/Discussion:
Laboratory:
Other ____________:
3
FACULTY WORKLOAD POINTS:
3
STANDARDIZED CLASS SIZE
ALLOCATION:
35
CATALOG COURSE DESCRIPTION:
This course is a study of personal finance and goal setting including personal budgeting, credit buying,
borrowing money, banking facilities, the nature of investments. Students will also understand the use of life
insurance, casualty insurance, medical insurance, home ownership, stocks and bonds, and retirement plans.
SUGGESTED TEXT(S):
Personal Finance, Forgue, Houghton Mifflin, Latest Edition.
Personal Finance: Turning Money into Wealth, Keown,
Prentice Hall, Latest Edition.
IMPLEMENTATION DATE:
November 14, 1987
REVIEW OR MODIFICATION DATE:
Fall Term, 2002 (20031)
Fall Term, 2008 (20091) – Outline Review 2007
Fall Term, 2015 (20161) – Outline Review 14-15
Fall Term, 2015 (20161) – Proposal 2014-81
1
COURSE TOPICS
CONTACT HOURS
PER TOPIC
I. Introduction to Financial Planning
2
II. Career Aspects
1
III. Developing Financial Statements, Plans & Budgets
3
IV. Tax Planning
2
V. Cash Management
3
VI. Credit Management
2
VII. Consumer Purchasing & Legal Protection
2
VIII. Housing
3
IX. Insurance
A.
B.
C.
D.
Property & Liability Insurance
Auto Insurance
Life Insurance
Health & Disability Insurance
X. Investing
A.
B.
C.
D.
E.
F.
9
13
Stocks
Bonds
Mutual Funds
Real Estate
Time Value of Money
Other
XI. Retirement Planning
3
XII. Estate Planning
2
2
PROGRAM TITLE:
Accounting Technology
COURSE TITLE:
Personal Finance
CIP NUMBER:
1552030200
Program Frameworks can be found at the following website: http://www.fldoe.org/workforce/dwdframe/
3
Florida State College at Jacksonville
Course Learning Outcomes and Assessment
SECTION 1
Semester Credit Hours (Credit):
Contact Hours (Workforce):
Course Prefix and Number:
FIN 2100
Course Title:
Personal Finance
3
SECTION 2a (To be completed for General Education courses only.)
TYPE OF COURSE (Place an “X” in the box next to those that are applicable.)
General Education Core (If selected, core discipline area will be identified in Section 4.)
General Education (If selected, you must also complete Section 4, Section 5, and Section 8)
SECTION 2b
TYPE OF COURSE (Place an “X” in the box next to those that are applicable.)
A.A. Elective
A.S. Required Course
X A.S. Professional Elective
A.A.S. Required Course
PSAV/Clock Hour/Workforce
Upper Division/Bachelors
A.A.S. Professional Elective
Technical Certificate
Development Education
Apprenticeship
Other:
If selected, use this space to title “other” option.
SECTION 3
INTELLECTUAL COMPETENCIES (Place an “X” in the box next to those that are applicable.)
X
Reading
Speaking
X
Writing
Listening
X
Critical Analysis
X
Information
Literacy
Qualitative Skills
Ethical Judgement
Scientific Method of
Inquiry
Working
Collaboratively
SECTION 4 (To be completed for General Education courses only.)
GENERAL EDUCATION DISCIPLINE AREA (Place an “X” in the box next to those that are applicable.)
Communications
Humanities
Mathematics
Social and Behavioral Sciences
Natural Sciences
SECTION 5 (To be completed for General Education courses only.)
GENERAL EDUCATION LEARNING OUTCOME AREA (Place an “X” in the box next to those that are applicable.)
Communication
Critical Thinking
Information Literacy
Scientific and Quantitative Reasoning
Global Sociocultural Responsibility
SECTION 6
LEARNING OUTCOMES
TYPE OF OUTCOME
(General Education,
Course or Program)
METHOD OF ASSESSMENT
Recognize the importance of financial planning
and budgeting.
Course
Discussion boards, projects or exams
Discuss ways to better manage personal assets
and current and long-term liabilities.
Course
Discussion boards, projects or exams
Understand the financial markets, institutions
and their role in the investment environment.
Course
Discussion boards, projects or exams
4
SECTION 6 (Continued)
LEARNING OUTCOMES
TYPE OF OUTCOME
(General Education,
Course or Program)
METHOD OF ASSESSMENT
Discuss investment basics like risk and return
and be able to research stocks, bonds, and
mutual funds.
Course
Discussion boards, projects or exams
List and define the steps in calculating the time
value of money.
Course
Discussion boards, projects or exams
Compare and explain different ways to protect
wealth (through insurance and retirement
planning).
Course
Discussion boards, projects or exams
SECTION 7
Faculty name(s):
Jon Lyon
Date:
9/29/2014
CS20150615
5