TENTATIVE SCHEDULE
WEEK
|
DATE |
DAY |
CLASS DISCUSSION TOPIC |
READING ASSIGNMENT |
HOMEWORK ASSIGNMENT |
|
One |
Jan 7 |
Mon |
Introduction/Syllabus/ Schedule Chapter 1: Personal Financial Planning: An Introduction |
Chapter 1 |
|
|
|
Jan 9 |
Wed |
Chapter 1 Continued Chapter 2: Financial Aspects of Career Planning |
Chapter 2 |
Chapter 1 Problems 1;2 a,b,c,;6 a,b,c,d, pg 26 Chapter 2 Problems 2;3;4;6, pg 63 |
|
|
Jan 11 |
Fri |
Chapter 1&2 Problems Chapter 3: Money Management Strategy |
Chapter 3 |
Chapter 3 Problems 2;3;4;5, pg 100 |
|
|
|
|
|
|
|
|
Two |
Jan 14 |
Mon. |
Chapter 3: Continued |
|
|
|
|
Jan 16 |
Wed. |
Chapter 3 Problems Chapters 1 - 3 Continued |
Chapter 4 |
|
|
|
Jan 18 |
Fri. |
Chapter 4: Planning Your Tax Strategy |
|
Chapter 4 Problems
1;2;3;4;5. pg 132 |
|
|
|
|
|
|
|
|
Three |
Jan 21 |
Mon |
Labor Day |
College Closed |
|
|
|
Jan 23 |
Wed |
Chapter 4 Problems Test Review |
|
|
|
|
Jan 25 |
Fri |
Test 1: Chapters 1-4 |
|
|
|
|
|
|
|
|
|
|
Four |
Jan 28 |
Mon |
Chapter 5: Financial Services: Savings Plans and Savings Accounts |
Chapter 5 |
Chapter 5 Problems 4;5;6;9 pg 162 |
|
|
Jan 30 |
Wed |
Chapter 5 Problems Chapter 6: Introduction to Consumer Credit |
Chapter 6 |
Web Activity: any site on consumer
credit-print and highlight interesting stuff Be prepared to discuss in class |
WEEK
|
DATE |
DAY |
CLASS DISCUSSION TOPIC |
READING ASSIGNMENT |
HOMEWORK ASSIGNMENT |
|
|
Feb 1 |
Fri |
Chapter 6 Web-Site Discussion Chapter 7: Choosing a Source of Credit: The Cost of Credit Alternatives |
Chapter 7 |
Chapter 7 Problems 1;2;3;5;9 a,b,c,d, pg 235 |
|
|
|
|
|
|
|
|
Five |
Feb 4 |
Mon |
Chapter 7:
Problems
Chapters 5-7 Continued Test Review |
|
|
|
|
Feb 6 |
Wed |
Test 2:
Chapters 5-7 |
|
|
|
|
Feb 8 |
Fri |
Chapter 8: Consumer Purchasing Strategies and Legal Protection |
Chapter 8 |
Visit the web site, www.fraud.org or similar website-print and highlight interesting stuff Be prepared to discuss in class |
|
|
|
|
|
|
|
|
Six |
Feb 11 |
Mon |
Fraud Discussion Chapter 9: The Housing Decision |
Chapter 9 |
Chapter 9 Problems. 5 a,b,c,, pg 300 |
|
|
Feb 13 |
Wed |
Mortgage Rate Discussion
Chapters 8-9 Continued Test Review |
|
|
|
|
Feb 15 |
Fri |
Test 3: Chapters 8-9 |
|
|
|
|
|
|
|
|
|
|
Seven |
Feb 18 |
Mon |
Chapter 10: Home and Automobile Insurance |
Chapter 10 |
Chapter 10 Problems 1;2;3,5 a,b,c; 6 pg 329 |
|
|
Feb 20 |
Wed |
Chapter 10: Problems
Chapter 11: Health and Disability Insurance |
Chapter 11 |
Chapter 11 Problems 2;5, pg 366 |
|
|
Feb 22 |
Fri |
Chapter
12: Life Insurance
|
Chapter 12 |
Chapter 12 Problems, 1;2;3, page 401 |
|
|
|
|
|
|
|
WEEK
|
DATE |
DAY |
CLASS DISCUSSION TOPIC |
READING ASSIGNMENT |
HOMEWORK ASSIGNMENT |
|
Eight |
Feb 25 |
Mon |
Chapter 12
Problems Chapters 10-12
Continued Test Review |
|
|
|
|
Feb 27 |
Wed |
Test 4: Chapters 10-12 |
|
|
|
|
Feb 29 |
Fri |
Chapter 13: Investing Fundamentals |
Chapter 13 |
Web Activity: any site on
investments-print and highlight interesting stuff Be prepared to discuss in class |
|
|
|
|
|
|
|
|
Nine |
Mar 3 |
Mon |
Portfolio Ready? Chapter 14: Investing in Stocks |
Chapter 14 |
Chapter 14 Problems, 1;2;3;6 a,b,c,;11 a,b,c; 12 a,b,c, pgs 475-476 |
|
|
Mar 5 |
Wed |
Chapter 14 Continued |
Come to class with stock portfolio investments of $100,000, approximately |
|
|
|
Mar 7 |
Fri |
Chapter 14 Problems |
|
|
|
|
|
|
|
|
|
|
Ten |
Mar 10 |
Mon |
Chapter 14 Problems Chapter 15: Investing in Bonds |
Chapter 15 |
Web Activity: any site on bonds-print
and highlight interesting stuff Be
prepared to discuss in class |
|
|
Mar 12 |
Wed |
Chapter 15 Continued Discussion |
|
|
|
|
Mar 14 |
Fri |
Chapter 15: Problems Chapter 16: Investing in Mutual Funds |
Chapter 16 |
Chapter 16 Problems: 1;4;5;6 pg 539 |
|
|
|
|
|
|
|