...------------------------------------------------- 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...
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... |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...
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...Family Budget Basics It's not always easy to meet our financial obligations each month, and that's where creating a family budget can help. Nearly every day, we have multiple financial demands placed upon us. Whether it is grocery shopping or paying the monthly electric bill, we're faced with family budget decisions all the time. Family Budgeting It's sometimes difficult to deal with financial planning matters such as family budgeting. There is one more bill to pay, or a big decision needs to be made on an expensive family vacation. But no matter how people might try to deny it, this is a hard rule of life: We make decisions all the time that affect our ability to stay out of debt. Additional Resources Household Budget Basics Budget Worksheet Budget Worksheet Part II Family Budget Basics Saving Money Surviving a Recession Staying Out of Debt Financial Planning After a Death Family budgeting is all about choosing between the options available to us, including those that help us to stay out of debt. One of those important options we have includes creating a family budget that meets our individual needs. Unfortunately, for many of us, budgets are a reality check that we try to avoid. For example, our family budget might tell us that we make enough money each month to pay that electric bill, but we need to give up going out to eat twice a week, or eliminate a habit of buying such expensive clothing. These are the types of decisions we are talking...
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...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 ...
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...|Participant Guide: GPS Core | |Personal Financial Planning for Transition | |Preparation and Readiness | This Page Intentionally Left Blank TAPS GPS Road Map [pic] K – Capstone Service members will attend Capstone which validates and verifies that the service member is prepared to be successful following their military service by producing documentation that they meet all Career Readiness Standards. J - Entrepreneurship Track Service members pursuing self-employment in the private or non-profit sector will learn about the challenges faced by entrepreneurs, the benefits and realities of entrepreneurship, and the steps toward business ownership. I - Technical Training Track Service members pursuing further technical training will receive guidance and help in selecting schools and technical fields. H - Education Track Service members pursuing college education will receive guidance to prepare for the college application process. The Education track addresses such topics as identifying one’s educational goals, education funding, and researching and comparing institutions. G - DOL Employment Workshop Address the nine key factors that contribute to a successful employment transition...
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...processing of multiple transcations with in system daily • Develop naming and definitions for NAVSEA (FSE), Navy (FNN), NAVSUP (FSU), Planning (PLN), Personnel (PER), and Acquisition (ACQ), Strategic Systems Planning (FSP or SSP) • Create metadata for NAVSEA (FSE), NAVSUP (FSU), Planning (PLN), Personnel (PER), and Acquisition (ACQ), Financial Navy (FNN), Financial SSP (FSP). • Review documentation for proper accuracy and standard before entering information into Star Team. • Swapp Source Analysis Worksheets (SAWs) in Star Team on both Change Request (CR) section and Document Analysis sections, and swapp metadata in the Change Request (CR) section, as for it is no longer being stored in the Document Analysis section. • Link worksheets from Change Request section to Document Analysis sections in Star Team. • Review and analyze materials for data dictionaries. • Change Metadata, Worksheets, for Data Element name changes, Source name changes and updated definitions. • Correct metadata for various tables. • Approve new/modified data element names prior to physical implementation. • Update Data Element Metadata Collection • Verify definitions in Business Objects PROD (Production) to match any corrections made in dictionaries. • Maintain Metadata for operational and data warehouse • Verify correct changes were made to all worksheets and metadata. Assistant Facility Security Officer/Finanical Management Analyst; March 2009 to February 2014 • Implementing of security...
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...Axia College Material Appendix B Personal Financial Planning Worksheet Directions: Based on your readings and discussions in class this week, answer the following questions completely. 1. The process of creating a detailed plan to meet your financial needs and prepare for the future is called: a. Developing goals. b. Personal financial planning. c. Collecting financial information. d. Personal finance. 2. Which of the following is not one of the five major steps of the financial planning process? a. Analyze your current finances. b. Establish and implement your plan. c. Collect and organize your financial information. d. Reevaluate and revise your plan as needed. 3. Which phase in life is commonly associated with focus on marriage, family, purchasing a home, and career development? a. Teenage years b. Between your 50s and 60s c. Late 20s through your 40s d. During retirement 4. Which of the following are some benefits of having a college degree that can affect your financial planning? a. The potential to make a higher salary b. Jobs with retirement plans and benefits c. The ability to receive promotions and wage increases d. All of the above 5. Which of the follows elements of a comprehensive financial plan discuss analyzing future needs, such as saving for retirement or college funding for dependants? a. Building wealth b. Securing basic needs c. Establishing a firm foundation d. Protecting wealth and dependants 6. People...
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...BUS 599 Complete Course BUS599 Complete Course Click Link for the Answer: http://workbank247.com/q/bus-599-complete-course-bus599-complete-course/21454 http://workbank247.com/q/bus-599-complete-course-bus599-complete-course/21454 BUS 599 Week 1 Discussion "Company Description" Throughout this course, you will develop a series of written papers / projects that you will later combine into a complete business plan for a Non-Alcoholic Beverage company. For this discussion, you must first review the “NAB Company Portfolio”. The mentioned portfolio contains the company parameters and details you must follow when developing your company. Provide the following information to set the foundation for your non-alcoholic beverage (NAB) business plan. Please respond to the following: * Create your NAB company name and explain its significance. * Develop your company’s Mission Statement and provide a rationale for its components. BUS 599 Week 2 Discussion "Growing Honest Tea" Please respond to the following: * Review the following documents: * Honest Tea’s business plan for 1999 (PDF). * A strengths, weaknesses, opportunities, and threats (SWOT) analysis based on Honest Teas’ business plan (PDF). * Suppose Honest Tea has hired you as a consultant to evaluate the completeness of their strategy for future growth. Base your evaluation on the provided SWOT analysis. Provide a rationale for your response. BUS 599 Week 3 Discussion "Don't Miss the Mark" Please respond...
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...BUS 599 Complete Course BUS599 Complete Course Click Link for the Answer: http://workbank247.com/q/bus-599-complete-course-bus599-complete-course/21454 http://workbank247.com/q/bus-599-complete-course-bus599-complete-course/21454 BUS 599 Week 1 Discussion "Company Description" Throughout this course, you will develop a series of written papers / projects that you will later combine into a complete business plan for a Non-Alcoholic Beverage company. For this discussion, you must first review the “NAB Company Portfolio”. The mentioned portfolio contains the company parameters and details you must follow when developing your company. Provide the following information to set the foundation for your non-alcoholic beverage (NAB) business plan. Please respond to the following: * Create your NAB company name and explain its significance. * Develop your company’s Mission Statement and provide a rationale for its components. BUS 599 Week 2 Discussion "Growing Honest Tea" Please respond to the following: * Review the following documents: * Honest Tea’s business plan for 1999 (PDF). * A strengths, weaknesses, opportunities, and threats (SWOT) analysis based on Honest Teas’ business plan (PDF). * Suppose Honest Tea has hired you as a consultant to evaluate the completeness of their strategy for future growth. Base your evaluation on the provided SWOT analysis. Provide a rationale for your response. BUS 599 Week 3 Discussion "Don't Miss the Mark" Please...
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...BUS 599 Complete Course BUS599 Complete Course Click Link for the Answer: http://workbank247.com/q/bus-599-complete-course-bus599-complete-course/21454 http://workbank247.com/q/bus-599-complete-course-bus599-complete-course/21454 BUS 599 Week 1 Discussion "Company Description" Throughout this course, you will develop a series of written papers / projects that you will later combine into a complete business plan for a Non-Alcoholic Beverage company. For this discussion, you must first review the “NAB Company Portfolio”. The mentioned portfolio contains the company parameters and details you must follow when developing your company. Provide the following information to set the foundation for your non-alcoholic beverage (NAB) business plan. Please respond to the following: * Create your NAB company name and explain its significance. * Develop your company’s Mission Statement and provide a rationale for its components. BUS 599 Week 2 Discussion "Growing Honest Tea" Please respond to the following: * Review the following documents: * Honest Tea’s business plan for 1999 (PDF). * A strengths, weaknesses, opportunities, and threats (SWOT) analysis based on Honest Teas’ business plan (PDF). * Suppose Honest Tea has hired you as a consultant to evaluate the completeness of their strategy for future growth. Base your evaluation on the provided SWOT analysis. Provide a rationale for your response. BUS 599 Week 3 Discussion "Don't Miss the Mark" Please respond...
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...BUS 599 Complete Course BUS599 Complete Course Click Link for the Answer: http://workbank247.com/q/bus-599-complete-course-bus599-complete-course/21454 http://workbank247.com/q/bus-599-complete-course-bus599-complete-course/21454 BUS 599 Week 1 Discussion "Company Description" Throughout this course, you will develop a series of written papers / projects that you will later combine into a complete business plan for a Non-Alcoholic Beverage company. For this discussion, you must first review the “NAB Company Portfolio”. The mentioned portfolio contains the company parameters and details you must follow when developing your company. Provide the following information to set the foundation for your non-alcoholic beverage (NAB) business plan. Please respond to the following: * Create your NAB company name and explain its significance. * Develop your company’s Mission Statement and provide a rationale for its components. BUS 599 Week 2 Discussion "Growing Honest Tea" Please respond to the following: * Review the following documents: * Honest Tea’s business plan for 1999 (PDF). * A strengths, weaknesses, opportunities, and threats (SWOT) analysis based on Honest Teas’ business plan (PDF). * Suppose Honest Tea has hired you as a consultant to evaluate the completeness of their strategy for future growth. Base your evaluation on the provided SWOT analysis. Provide a rationale for your response. BUS 599 Week 3 Discussion "Don't Miss the Mark" Please...
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...BUS 599 Complete Course BUS599 Complete Course Click Link for the Answer: http://workbank247.com/q/bus-599-complete-course-bus599-complete-course/21454 http://workbank247.com/q/bus-599-complete-course-bus599-complete-course/21454 BUS 599 Week 1 Discussion "Company Description" Throughout this course, you will develop a series of written papers / projects that you will later combine into a complete business plan for a Non-Alcoholic Beverage company. For this discussion, you must first review the “NAB Company Portfolio”. The mentioned portfolio contains the company parameters and details you must follow when developing your company. Provide the following information to set the foundation for your non-alcoholic beverage (NAB) business plan. Please respond to the following: * Create your NAB company name and explain its significance. * Develop your company’s Mission Statement and provide a rationale for its components. BUS 599 Week 2 Discussion "Growing Honest Tea" Please respond to the following: * Review the following documents: * Honest Tea’s business plan for 1999 (PDF). * A strengths, weaknesses, opportunities, and threats (SWOT) analysis based on Honest Teas’ business plan (PDF). * Suppose Honest Tea has hired you as a consultant to evaluate the completeness of their strategy for future growth. Base your evaluation on the provided SWOT analysis. Provide a rationale for your response. BUS 599 Week 3 Discussion "Don't Miss the Mark" Please respond...
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...BUS 599 Complete Course BUS599 Complete Course Click Link for the Answer: http://workbank247.com/q/bus-599-complete-course-bus599-complete-course/21454 http://workbank247.com/q/bus-599-complete-course-bus599-complete-course/21454 BUS 599 Week 1 Discussion "Company Description" Throughout this course, you will develop a series of written papers / projects that you will later combine into a complete business plan for a Non-Alcoholic Beverage company. For this discussion, you must first review the “NAB Company Portfolio”. The mentioned portfolio contains the company parameters and details you must follow when developing your company. Provide the following information to set the foundation for your non-alcoholic beverage (NAB) business plan. Please respond to the following: * Create your NAB company name and explain its significance. * Develop your company’s Mission Statement and provide a rationale for its components. BUS 599 Week 2 Discussion "Growing Honest Tea" Please respond to the following: * Review the following documents: * Honest Tea’s business plan for 1999 (PDF). * A strengths, weaknesses, opportunities, and threats (SWOT) analysis based on Honest Teas’ business plan (PDF). * Suppose Honest Tea has hired you as a consultant to evaluate the completeness of their strategy for future growth. Base your evaluation on the provided SWOT analysis. Provide a rationale for your response. BUS 599 Week 3 Discussion "Don't Miss the Mark" Please respond...
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...BUS 599 Complete Course BUS599 Complete Course Click Link for the Answer: http://workbank247.com/q/bus-599-complete-course-bus599-complete-course/21454 http://workbank247.com/q/bus-599-complete-course-bus599-complete-course/21454 BUS 599 Week 1 Discussion "Company Description" Throughout this course, you will develop a series of written papers / projects that you will later combine into a complete business plan for a Non-Alcoholic Beverage company. For this discussion, you must first review the “NAB Company Portfolio”. The mentioned portfolio contains the company parameters and details you must follow when developing your company. Provide the following information to set the foundation for your non-alcoholic beverage (NAB) business plan. Please respond to the following: * Create your NAB company name and explain its significance. * Develop your company’s Mission Statement and provide a rationale for its components. BUS 599 Week 2 Discussion "Growing Honest Tea" Please respond to the following: * Review the following documents: * Honest Tea’s business plan for 1999 (PDF). * A strengths, weaknesses, opportunities, and threats (SWOT) analysis based on Honest Teas’ business plan (PDF). * Suppose Honest Tea has hired you as a consultant to evaluate the completeness of their strategy for future growth. Base your evaluation on the provided SWOT analysis. Provide a rationale for your response. BUS 599 Week 3 Discussion "Don't Miss the Mark" Please respond...
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...Axia College Material Appendix B Personal Financial Planning Worksheet Directions: Based on your readings and discussions in class this week, answer the following questions completely. 1. The process of creating a detailed plan to meet your financial needs and prepare for the future is called: a. Developing goals. b. Personal financial planning. c. Collecting financial information. d. Personal finance. 2. Which of the following is not one of the five major steps of the financial planning process? a. Analyze your current finances. b. Establish and implement your plan. c. Collect and organize your financial information. d. Reevaluate and revise your plan as needed. 3. Which phase in life is commonly associated with focus on marriage, family, purchasing a home, and career development? a. Teenage years b. Between your 50s and 60s c. Late 20s through your 40s d. During retirement 4. Which of the following are some benefits of having a college degree that can affect your financial planning? a. The potential to make a higher salary b. Jobs with retirement plans and benefits c. The ability to receive promotions and wage increases d. All of the above 5. Which of the follows elements of a comprehensive financial plan discuss analyzing future needs, such as saving for retirement or college funding for dependants? a. Building wealth b. Securing basic...
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