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FIN 335 (Personal Portfolio and Risk Management)
Course
OUTLINE
:
| Week of
Quarter |
Date | Reading Assignments
(Chapters in Text) |
Pages
in Text |
|
| 1 | Sept. 21 | None: Lecture & discussion | N / A | |
| 2 | Sept. 28 | 1: Financial Planning | 1 - 19 | |
| 2: Financial Statements and Budgets | 21 - 50 | |||
| 3 | Oct 5 | 3: Cash Management | 51 - 74 | |
| 4: Consumer Credit | 75 - 107 | |||
| 4 | Oct. 12 | 5: Taxes | 109-138 | |
| (Note: Examination No. 1 most likely will be | ||||
| given during the latter session this evening.) | ||||
| 5 | Oct. 19 | 6: Life Insurance | 141-172 | |
| 7: Health Care and Disability Insurance | 173-197 | |||
| 6 | Oct. 26 | 8: Property and Liability Insurance | 199-224 | |
| 9: Financial Markets and Institutions | 227-249 | |||
| 7 | Nov. 2 | 10: Investment Basics | 251-271 | |
| (Note: Examination No. 2 will most likely be | ||||
| given during the latter session this evening.) | ||||
| 8 | Nov. 9 | 13: Mutual Funds and Other Pooling Arrangements | 321-343 | |
| 14: Other Investments | 345-364 | |||
| 9 | Nov. 16 | 15: Housing | 367-397 | |
| 16: Consumer Durables | 399-421 | |||
| 10 | Nov. 23 | Holiday: campus closed. | ||
| 11 | Nov. 30 | 17: Retirement and Pension Planning | 423-447 | |
| (Note: Personal Financial plan is due at the | ||||
| beginning of this session.) | ||||
| Appendix B: The Social Security System | 477-485 | |||
| 18: Estate Planning | 449-467 | |||
| 12 | Dec. 7 | Examination No. 3 (Final) | ||
| (Time: 7:30 p.m. to 10:00 p.m.) |