TENTATIVE SCHEDULE
|
WEEK |
DATE |
CLASS DISCUSSION TOPIC |
READING ASSIGNMENT |
HOMEWORK ASSIGNMENT |
|
One Note: Assignments and
due on Sunday and Tuesday, by midnight |
Jan 7 -Jan 11 |
Introduction/Syllabus/Schedule
Chapter 1: Personal Financial Planning: An Introduction |
Chapter 1 |
Introduction
Assignment--Due on or before
Sunday, Jan 13, midnight. Post to the Discussion Board Chapter 1 Financial Planning Problems1;2 a,b,c,;6 a,b,c,d,
pg 26 Due on or before
Tuesday, Jan 15, midnight |
|
Two Note: Assignments and
due on Sunday and Tuesday, by midnight |
Jan 14-Jan 18 |
Chapter 2: Financial Aspects of Career Planning Chapter 3: Money Management Strategy |
Chapter 2 Chapter 3 |
Chapter 2 Financial Planning Problems 2;3;4;6, pg 63 Due on or before
Sunday, Jan 20, midnight Chapter 3 Financial Planning Problems 2;3;4;5, pg100 Due on or
before Tuesday, Jan 22, midnight |
|
Three |
Jan 22 - Jan 25 |
Chapter 4: Planning Your Tax Strategy |
Chapter 4 |
Chapter 4 Financial Planning Problems 1;2;3;4;5 a,b,c. pg
132 Due on or before
Sunday, Jan 27, midnight |
|
Go to Quiz Icon Do not miss these
critical 30 possible points |
Test Set Chapters 1,
2, 3, and 4 |
Window: Fri., Jan 25
- Fri., Feb 1 Hint: (Take
early to avoid last minute problems) |
Tests for Chapters
1, 2, 3, and 4 |
Tests are timed so
once you begin, plan to finish each chapter's test
before getting up. |
|
Four Note: Assignments and
due on Sunday and Tuesday, by midnight |
Jan 28 - Feb 1 |
Chapter 5: Financial Services: Savings Plans and Payment
Accounts Chapter 6: Introduction to Consumer Credit |
Chapter 5 Chapter 6 |
Chapter 5 Financial Planning Problems 4;5;6;9 pg 162 Due on or before
Sunday, Feb 3, midnight Chapter 6 Visit web site re: consumer credit info, send
5 bullet points of learning via Web CT- Due on or before
Tuesday, Feb 5, midnight |
|
WEEK |
DATE |
CLASS DISCUSSION TOPIC |
READING ASSIGNMENT |
HOMEWORK ASSIGNMENT |
|
Five |
Feb 4- Feb 8 |
Chapter 7: Choosing a Source of Credit: The Costs of
Credit Alternatives |
Chapter 7 |
Chapter 7 Financial Planning Problems 1;2;3;5;9 a,b,c,d, pg 235 Due on or before
Sunday, Feb 10, midnight |
|
Go to Quiz Icon Do not miss these
critical 30 possible points |
Test Set Chapters 5,
6, and 7 |
Window: Fri., Feb 8-
Fri., Feb 15 Hint: (Take
early to avoid last minute problems) |
Tests for
Chapters 5, 6, and 7 |
Tests are timed so
once you begin, plan to finish each chapter's test
before getting up. |
|
Six Note: Assignments and
due on Sunday and Tuesday, by midnight |
Feb 11 - Feb 15 |
Chapter 8: Making Your Purchasing Decisions Chapter 9: The Housing Decision |
Chapter 8 Chapter 9 |
Chapter 8 Visit web site re: fraud info, send 5 bullet points of learning
via Web CT- Due on or before
Sunday, Feb 17, midnight Chapter 9 Financial Planning Problems 5 a,b,c,, pg 300 Due on or before
Tuesday, Feb 19, midnight |
|
Go to Quiz Icon Do not miss these
critical 30 possible points |
Test Set Chapters 8
and 9 |
Window: Fri., Feb 15
- Fri., Feb 22 Hint: (Take
early to avoid last minute problems) |
Tests for
Chapters 8 and 9 |
Tests are timed so
once you begin, plan to finish each chapter's test
before getting up. |
|
WEEK |
DATE |
CLASS DISCUSSION TOPIC |
READING ASSIGNMENT |
HOMEWORK ASSIGNMENT |
|
Seven |
Feb 18 - Feb 22 |
Chapter 10: Home and Automobile Insurance Chapter 11: Health and Disability Insurance |
Chapter 10 Chapter 11 |
Chapter 10 Financial Planning Problems 1;2;3,5 a,b,c, 6, pg 329 Due on or before
Sunday, Feb 24, midnight Chapter 11 Financial Planning Problems 2;5, pg 366 Due on or before
Tuesday, Feb 26, midnight |
|
WEEK |
DATE |
CLASS DISCUSSION TOPIC |
READING ASSIGNMENT |
HOMEWORK ASSIGNMENT |
|
Eight |
Feb 25- Feb 29 |
Chapter 12: Life Insurance |
Chapter 12 |
Chapter 12 Financial Planning Problems 1;2;3, page 401 Due on or before
Sunday, Mar 2, midnight |
|
Go to Quiz Icon Do not miss these
critical 30 possible points |
Test Set Chapters 10, 11, and 12 |
Window: Fri., Feb
29 - Fri., Mar 7 Hint: (Take
early to avoid last minute problems) |
Tests for
Chapters 10, 11, and 12 |
Tests are timed so
once you begin, plan to finish each chapter's test
before getting up. |
|
Nine Note: Assignments and
due on Sunday and Tuesday, by midnight |
Mar 3 -Mar 7 |
Chapter 13: Investing Fundamentals Chapter 14: Investing in Stocks |
Chapter 13 Chapter 14 |
Chapter 13 Visit web site re: any site on investments, send 5 bullet
points of learning via Web CT- Due on or before
Sunday, Mar 9, midnight Chapter 14 Financial Planning Problems 1;2;3;6 a,b,c,;11 a,b,c; 12 a,b,c, pgs 475-476 Due on or before
Tuesday, Mar 11, midnight |
|
Ten |
Mar 10- Mar 14 |
Chapter 15: Investing in Bonds |
Chapter 15 |
Chapter 15 Visit web site re: any site on bonds, send 5 bullet points of
learning via Web CT- Due on or before
Sunday, Mar 23, midnight |
|
Eleven |
Mar 17 - Mar 21 |
College Closed |
Spring Break |
|
|
WEEK |
DATE |
CLASS DISCUSSION TOPIC |
READING ASSIGNMENT |
HOMEWORK ASSIGNMENT |
|
Twelve |
Mar 24 - Mar 28 |
Chapter 16: Investing in Mutual Funds |
Chapter 16 |
Chapter 16 Financial Planning Problems 1;4;5;6 pg 539 Due on or before
Sunday, Mar 30, midnight |
|
Thirteen |
Mar 31 - Apr 4 |
Chapter 17: Investing in Real Estate and Other Investment
Alternatives |
Chapter 17 |
Chapter 17 Financial Planning Problems 1;2, pg 563 Due on or before
Sunday, Apr 6, midnight |
|
Go to Quiz Icon Do not miss these
critical 30 points |
Test Set Chapters 13, 14, 15, 16, and 17 |
Window: Fri., Apr 4
- Fri., Apr 11 Hint: (Take
early to avoid last minute problems) |
Tests for Chapters
13, 14, 15, 16, and 17 |
Tests are timed so
once you begin, plan to finish each chapter's test
before getting up. |
|
Fourteen |
Apr 7 - Apr 11 |
Chapter 18: Retirement Planning |
Chapter 18 |
Chapter 18 Financial Planning Problem 5 a,b, pg 606 Due on or before
Sunday, Apr 13, midnight |
|
Fifteen |
Apr 14 - Apr 18 |
Chapter 19: Estate Planning |
Chapter 19 |
Chapter 19 No homework |
|
Go to Quiz Icon Do not miss these
critical 30 points |
Test Set Chapters 18 and 19 |
Window: Fri., Apr 18
- Fri., Apr 25 Hint: (Take
early to avoid last minute problems) |
Tests for Chapters
18 and 19 |
Tests are timed so
once you begin, plan to finish each chapter's test
before getting up. |
|
Sixteen |
Apr 21 - Apr 25 |
You are done, except
to study for and complete the final exam, Congratulations!!! |
|
|
|
Go to Quiz Icon Do not miss these
critical 30 points Note: Test runs from
Sunday to Sunday |
Final Exam |
Window: Sun ., Apr
20 - Sun, 27 Hint: (Take
early to avoid last minute problems) |
Final Exam |
Tests are timed so
once you begin, plan to finish each chapter's test
before getting up. |
|
Seventeen |
Apr 28 |
Classes End |
|
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