...FP/101 FOUNDATIONS OF PERSONAL FINANCE Start Date: 04/23/2012 Print COURSE DESCRIPTION This course provides an overview of the elements necessary for effective personal financial planning and the opportunity to apply the techniques and strategies essential to this understanding. Primary areas of study include creating and managing a personal budget, understanding and paying taxes, working with financial institutions, wise use of credit cards and consumer loans, financing automobiles and homes, and the use of insurance for protecting one’s family and property. WEEK 1 - TOPIC 1: PERSONAL FINANCIAL PLANNING Objectives List the five steps in the personal financial planning process. Summarize what influences personal financial planning. Identify parts of a financial plan. Materials READING: Read Ch. 1 of Personal finance - Personal Financial Planning in Action: Developing a Personal Financial Plan. SUPPLEMENT: Appendix A: How to Install Quick Time Movie Player SUPPLEMENT: Appendix B: Personal Financial Planning Worksheet WEB LINK: Decision to Own a Home vs. Rent Video SUPPLEMENT: Video Transcript - Decision to Own a Home vs. Rent Assessment Please see instructor's syllabus for details on assignments. Participation/Discussion Questions WEEK 2 - TOPIC 1: MONEY MANAGEMENT Objectives Describe how to organize and prepare personal financial statements. Identify cash management products and services. Complete a personal cash flow statement. Materials ...
Words: 1051 - Pages: 5
...Australian School of Business School of Banking and Finance FINS 2624 Portfolio Management Course Outline Semester 2, 2012 Part A: Course-Specific Information Part B: Key Policies, Student Responsibilities and Support Table of Contents 0 PART A: COURSE-SPECIFIC INFORMATION 1 2 2.1 2.2 2.3 2.4 2.5 3 STAFF CONTACT DETAILS COURSE DETAILS Teaching Times and Locations Units of Credit Summary of Course Course Aims and Relationship to Other Courses Student Learning Outcomes LEARNING AND TEACHING ACTIVITIES 1 1 1 1 1 1 2 2 3 3 4 4 4 5 6 6 5 6 7 1 2 2.1 2.2 2.3 2.4 2.5 3 4 COURSE RESOURCES COURSE EVALUATION AND DEVELOPMENT COURSE SCHEDULE ACADEMIC HONESTY AND PLAGIARISM STUDENT RESPONSIBILITIES AND CONDUCT Workload Attendance General Conduct and Behaviour Occupational Health and Safety KeepingInformed SPECIAL CONSIDERATION AND SUPPLEMENTARY EXAMINATIONS STUDENT RESOURCES AND SUPPORT 7 7 8 1 1 1 1 1 2 2 2 2 4 3.1 Approach to Learning and Teaching in the Course 3.2 Learning Activities and Teaching Strategies 4 ASSESSMENT 4.1 Formal Requirements 4.2 Assessment Details 4.3 Late Submission PART B: KEY POLICIES, STUDENT RESPONSIBILITIES AND SUPPORT PART A: COURSE-SPECIFIC INFORMATION 1 STAFF CONTACT DETAILS Lecturer-in-charge: Joakim Bang Room 311 Phone No: 9385 55484 Mobile: 04 0870 7830 (please keep it roughly within office hours) Email: j.bang@unsw.edu.au Consultation Times: Mondays 15:00 to 17:00, ASB 311. That's in my office in the west wing of the ASB building. Please...
Words: 4844 - Pages: 20
...A.s schedule on our Blackboard site REQUIRED TEXTS: Ross, Westerfield and Jordan (RWJ), Fundamentals of Corporate Finance (Alternate Edition), 10/e , Note: Custom book based on RWJ edition 10/e available at SMU Bookstore only Malkiel, Burton G. (Malkiel), A Random Walk Down Wall Street, 2011, Norton Publishers. RECOMMENDED READING: Wall Street Journal and the business section of the Dallas Morning News. OTHER RESOURCES: The use of a business function or financial calculator is required. The Hewlett-Packard 10-B II and Texas Instruments BA II Plus are popular choices. The HP-12C is my personal choice mostly because it has stood the test of time. Beyond your operating manual, we will support each of these calculators if you have questions. CLASS ATTENDANCE AND WEBSITE: One of the best things about teaching and learning is the interaction between us. That can only be accomplished when you attend. I expect you to attend class and use a name tent. Also important to our class is our website. You’ll need your SMU i.d. for both your username and initial password. If you have used Blackboard before your username is your student i.d.; your password is something known to you. Today: Go to courses.smu.edu and log on! Because class notes, etc., are so important to effective learning, if you do not access the class website within two weeks from the start of the semester you may be dropped from the class. THIS COURSE IS...
Words: 2206 - Pages: 9
...Business Banking and Finance FINS5513 INVESTMENTS AND PORTFOLIO SELECTION This Version: 12 July 2013 Course Outline Semester 2, 2013 Part A: Course-Specific Information Please consult Part B for key information on ASB policies (including those on plagiarism and special consideration), student responsibilities and student support services. Table of Contents PART A: COURSE-SPECIFIC INFORMATION 1 2 2.1 2.2 2.3 2.4 2.5 3 STAFF CONTACT DETAILS COURSE DETAILS Teaching Times and Locations Units of Credit Summary of Course Course Aims and Relationship to Other Courses Student Learning Outcomes LEARNING AND TEACHING ACTIVITIES 1 1 1 1 1 1 2 2 4 4 4 4 4 4 5 5 6 7 8 8 3.1 Approach to Learning and Teaching in the Course 3.2 Learning Activities and Teaching Strategies 4 4.1 4.2 4.3 4.4 4.5 5 6 7 ASSESSMENT Formal Requirements Assessment Details Assessment Format Assignment Submission Procedure Late Submission COURSE RESOURCES COURSE EVALUATION AND DEVELOPMENT COURSE SCHEDULE FINS5513 Investments and Portfolio Selection PART A: COURSE-SPECIFIC INFORMATION 1 STAFF CONTACT DETAILS Lecturer Ning Ding Ah Boon Sim Thuy To Office ASB 302 ASB 331 ASB359B Phone 9385-7864 9385-5868 9385-5865 Consultation Hours Thursday 4-6pm Thursday 4-6pm Wednesday 2-4pm E-mail n.ding@unsw.edu.au a.sim@unsw.edu.au td.to@unsw.edu.au Associate Professor Ah Boon Sim is the course lecturer-in-charge (LIC). Consultation hours will be held by lecturers during their teaching weeks (see course schedule...
Words: 3797 - Pages: 16
... |Foundations of Personal Finance | Copyright © 2011, 2010, 2009 by University of Phoenix. All rights reserved. Course Description This course provides an overview of the elements necessary for effective personal financial planning and the opportunity to apply the techniques and strategies essential to this understanding. Primary areas of study include creating and managing a personal budget, understanding and paying taxes, working with financial institutions, wise use of credit cards and consumer loans, financing automobiles and homes, and the use of insurance for protecting one’s family and property. Policies Faculty and students/learners will be held responsible for understanding and adhering to all policies contained within the following two documents: • University policies: You must be logged into the student website to view this document. • Instructor policies: This document is posted in the Course Materials forum. University policies are subject to change. Be sure to read the policies at the beginning of each class. Policies may be slightly different depending on the modality in which you attend class. If you have recently changed modalities, read the policies governing your current class modality. Course Materials Bajtelsmit, V. L. & Rastelli, L. G. (2008). Personal...
Words: 2008 - Pages: 9
...|[pic] |Syllabus | | |College of Natural Sciences | | |MTH/208 Version 5 | | |College Mathematics I | | | | | |Group Number: ON11BCJ01 | | |Course Start Date: 07/28/2011 | | |Course End Date: 08/25/2011 | Copyright © 2011, 2008, 2007, 2006, 2005 by University of Phoenix. All rights reserved. Course Description This course begins a demonstration and examination of various concepts of algebra. It assists in building skills for performing specific mathematical operations and problem solving...
Words: 2247 - Pages: 9
....1 | UNIVERSITI TUNKU ABDUL RAHMAN (UTAR)FACULTY OF BUSINESS AND FINANCE (FBF) | Unit Plan 1. | Unit Code &Unit Title: | UBMM1011 SUN ZI’S ART OF WAR AND BUSINESS STRATEGIES | 2. | Course of Study: | Bachelor of Commerce (Hons) Accounting (AC)Bachelor of Business Administration (Hons) (BBA)Bachelor of Business Administration (Hons) Banking & Finance (BF)Bachelor of Business Administration (Hons) Entrepreneurship (EN)Bachelor of Economics (Hons) Financial Economics (FE)Bachelor of Finance (Hons) (FN)Bachelor of Marketing (Hons) (MK)Bachelor of Social Science (Hons) Psychology (PY)Bachelor of Arts (Hons) English Education (EL)Bachelor of Arts (Hons) English Education (ED)Bachelor of Science (Hons) Chemistry (CE)Bachelor of Science (Hons) Statistical Computing and Operations Research (SC)Bachelor of Science (Hons) Biotechnology (BT)Bachelor of Science (Hons) Microbiology (MB)Bachelor of Science (Hons) Construction Management (CM)Bachelor of Engineering (Hons) Electronic Engineering (EE)Bachelor of Information Tchnology (Hons) Communications And Networking (CN)Bachelor of Computer Science & Information Systems (Hons) (CS) | 3. | Year of Study: | Y2T1/T2 (BAC) Y1T2/T3 (BBA) Y2T1/T2 (BBF) Y2T1/T2 (BEN)Y2T1/T2 (BFE) Y1T3 (BFN) Y2T1/T2 (BMK) Y3T2 (PY)Y3T1/T2 (EL) Y1T1/T2/T3 (ED) Y1T1/T2/T3 (CE) Y2T1/T2 (SC) Y1T1/T2 (BT) Y1T1/T2 (MB) Y1T1/T2 (CM) ...
Words: 2233 - Pages: 9
...research and reporting on the results of such inquiries. e) The Institute, singly or in collaboration with others, shall bring to bear the world's vast store of knowledge in science, engineering and other realms on the problems of the industry and the community in order to make the Philippines and the world a better place. MISSION a 1. To prepare students for a professional Engineering Management career including a vital role in the overall management of organizations with an orientation to manufacturing, engineering, technology or production. 2. To provide students knowledge and skills in the areas of management of technology, product and process, quality, organizational management, operations management, program management, marketing and finance. 3. To educate...
Words: 1774 - Pages: 8
...LAW 531 Week 5 Quiz To Buy This material Click below link http://www.uoptutors.com/LAW-531/LAW-531-Week-5-Quiz LAW 531 Week 5 Quiz 1.) Which of the following powers do administrative agencies typically have? Statute interpretation, law enforcement, and mediation Law enforcement, statute interpretation, and dispute resolution Dispute adjudication, mediation, and rulemaking Rulemaking, statute interpretation, and dispute adjudication 2.) Which of the following is true of the Federal Trade Commission? It is a federal agency created by Congress It is a branch of the U.S. Supreme Court It is a temporary commission created by executive order that has become permanent It is a corporation subsidized by the federal government 3.) If a corporate officer or director acts in a manner to make use of an advantage that he or she knows will only benefit himself or herself and deprives the corporation of that advantage, what breach of fiduciary duty has been committed? Duty of care by violation of the business judgment rule Duty of loyalty by self-dealing Duty of obedience by competing with the corporation Duty of loyalty by usurping a corporate opportunity 4.) If a corporate officer in the position of secretary intentionally takes over the powers provided to the treasurer in the corporate documents, what fiduciary duty does that corporate secretary breach? Duty of care Duty of good faith and fair dealing Duty of obedience Duty of loyalty 5.) Under what system...
Words: 770 - Pages: 4
...|[pic] |Course Syllabus | | |School of Business | | |QRB/501 Version 2 | | |Quantitative Reasoning for Business | Copyright © 2010, 2008 by University of Phoenix. All rights reserved. Course Description This course applies quantitative reasoning skills to business problems. Students learn to analyze data using a variety of analytical tools and techniques. Other topics include formulas, visual representation of quantities, time value of money, and measures of uncertainty. Policies Faculty and students/learners will be held responsible for understanding and adhering to all policies contained within the following two documents: • University policies: You must be logged into the student website to view this document. • Instructor policies: This document is posted in the Course Materials forum. University policies are subject to change. Be sure to read the policies at the beginning of each class. Policies may be slightly different depending on the modality in which you...
Words: 1723 - Pages: 7
...financial problems. To benefit most from this method of teaching, you will want to come prepared to discuss the cases in detail. By the end of the semester, students should be able to: (1) describe essential characteristics of the finance profession and institutions, (2) be conversant in basic financial jargon, (3) value paper assets (stocks and bonds) and tangible assets (capital budgeting) using the tools of time value of money, including NPV and IRR, (4) explain the various sources of financing, their associated costs, and their advantages and disadvantages, (5) calculate and use financial statements and ratios to analyze a business and create and use pro forma statements for planning and decision-making purposes, (6) appreciate the complexities international business, and (7) demonstrate team skills by actively participating in group written cases. Course Materials Text: Background readings and problem sets are from Ross, Westerfield and Jordan (RWJ), Fundamentals of Corporate Finance, 9th Alternate Edition, Richard D. Irwin, Inc., 2010 (ISBN 978-0-07-724612-9). You will sometimes find that the readings are not necessarily highly correlated with the cases. This is because the cases tend to bring together many aspects of finance at once. Be patient, the concepts will gradually all fall into place as you move through the semester. Computers and Calculators: You will need...
Words: 2388 - Pages: 10
...Outline Semester 1, 2014 Part A: Course-Specific Information Students are also expected to have read and be familiar with Part B Supplement to All Course Outlines. This contains Policies on Student Responsibilities and Support, Including Special Consideration, Plagiarism and Key Dates. It also contains the ASB PROGRAM LEARNING GOALS. Table of Contents 1 STAFF CONTACT DETAILS 1 1 1 2 2 2 2 2 3 3 5 5 5 5 6 7 7 8 8 8 8 9 10 11 11 11 12 13 13 15 1.1 Communications with staff 1.2 Pitstop and PASS 2 COURSE DETAILS 2.1 Teaching Times and Locations 2.2 Units of Credit 2.3 Summary of Course 2.4 Aims and Relationship to Other Courses 2.5 Presumed Knowledge 2.6 Student Learning Outcomes 3 LEARNING AND TEACHING ACTIVITIES 3.1 Approach to Learning and Teaching in the Course 3.2 Learning Activities and Teaching Strategies 3.2.1 Lectures 3.2.2 3.2.3 3.2.4 4 Tutorials Computing component Out-of-Class Study ASSESSMENT 4.1 Formal Requirements 4.2 Assessment Details 4.3 Tutorial Participation 4.4 Online Quizzes 4.5 In-tutorial Tests 4.6 Final Exam Format 4.7 Quality Assurance 5 6 7 COURSE EVALUATION AND DEVELOPMENT COURSE RESOURCES COURSE SCHEDULE 7.1 Lecture Schedule 7.2 Tutorial Schedule 1 STAFF CONTACT DETAILS Lecturer-in-charge: Dr Arpita Chatterjee Room: ASB 430C Phone: No: 9385 4314 Email: arpita.chatterjee@unsw.edu.au Consultation Times: Tuesday 2 – 5 pm Lecturer: Dr April Cai Room 432, ASB Building Ph 9385 3367 Email: april.cai@unsw.edu.au Consultation Times: Tuesday 9am...
Words: 5473 - Pages: 22
...business environment. This course is intended to show students the format and content of corporate annual financial statements. Financial statement analysis will be highlighted with an emphasis on cash flow analysis and the cash budget. The use of financial ratios will be introduced along with the time value of money. There is an introduction to managerial accounting concepts, relevant costs in managerial decision-making, and capital budgeting techniques. ACKNOWLEDGEMENT This course was developed by Dr. Geoffrey Goldsmith and Dr. Marsha James of the graduate faculty of the School of Business at Belhaven University (Jackson, MS, campus). TOPICS Application of honesty and business ethics in corporate finance Biblical perspective on investing and risk/return Contents of the corporate annual reports Financial statements and cash flow Cash budget Analysis of financial statements through the use of financial ratios Time value of money Flexible budgeting Managerial accounting concepts Capital budgeting techniques COURSE OBJECTIVES Identify the Christian principles of honesty and greed as they relate to financial reporting and ethical business practices. Discuss the importance of Biblical principles related to the accumulation of wealth through investing and the giving to others. Describe the purpose and content of financial statements. Understand how the basic financial statements articulate to each...
Words: 8379 - Pages: 34
...------------------------------------------------- Course Syllabus FP/101 Foundations of Personal Finance Course Start Date: 08/13/12 Course End Date: 10/14/12 Please print a copy of this syllabus for handy reference. Whenever there is a question about what assignments are due, please remember this syllabus is considered the ruling document. Copyright Copyright ©2010, 2009 by University of Phoenix. All rights reserved. University of Phoenix© is a registered trademark of Apollo Group, Inc. in the United States and/or other countries. Microsoft©, Windows©, and Windows NT© are registered trademarks of Microsoft Corporation in the United States and/or other countries. All other company and product names are trademarks or registered trademarks of their respective companies. Use of these marks is not intended to imply endorsement, sponsorship, or affiliation. Edited in accordance with University of Phoenix© editorial standards and practices. Facilitator Information Carol Ward, MBA, DBA cward123@email.phoenix.edu (University of Phoenix) ciward123@yahoo.com (Personal) (901) 270-9434 (Central Standard Time) Facilitator Availability Dr. Ward is available from 9 a.m.-9 p.m. Central Time on most days, but I attempt to reserve Sunday for my family. During the week, I am online most of the time during that 9 a.m.-9 p.m. time frame. On Saturdays...
Words: 3617 - Pages: 15
...Masters in Taxation from the University of Tulsa. I am currently a DBA student in Business Administration at Northcentral University. I have recently attained ABD (All But Dissertation) status. In my spare time, I like to grill outdoors, throw horseshoes, play Fantasy Football (Go Saints!), and listen to a wide variety of music—my favorites being vocal jazz and 90s alternative. I have been teaching here at Devry for over five years. I also have extensive course writing and development experience in the business and management field. I look forward to working with each of you for the next eight weeks. http://syllabus.next.ecollege.com/CurrentCourse/__System/__mainSyl.html&S=9373bb7ca... 3/11/2015 Untitled Document Page 2 of 12 Please feel free to e-mail with any issues or questions you may have. I will be extremely accessible to you over the next 8 weeks and look forward to the journey. See you in the Discussion Boards! Print This Page Course Text Intermediate Accounting 15th Edition by Donald E. Kieso, Jerry J. Weygandt & Terry D. Warfield © 2013 John Wiley & Sons, Inc. First Time Using VitalSource? Already...
Words: 3315 - Pages: 14
