Microsoft Word - BUS317_H1

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Microsoft Word - BUS317_H1

  1. 1. ROLLINS COLLEGE HAMILTON HOLT SCHOOL BILL WEST BUS 317H PERSONAL FINANCE FALL, 2005 Assignments DATE SUBJECT . 1 AUG. 25 Introduction 2 SEP. 1 Chapter 1 Personal Financial Planning in Action (omit pp. 10-12) Chapter 2 Money Management Skills (omit pp. 39-44) Personal Financial Statements (in class); Study PFS terms and guidelines in Supplement 3 8 PFS Assignment: Sally Yuppie Chapter 10 Financial Planning with Life Insurance 9 Health and Disability Insurance 4 15 Chapter 8 Home and Automobile Insurance; Suppl.Review Quiz due 5 22 EXAM 1 Chapters 1,2, 8-10, PFS (approx. 1 hr.) Introduction to Investing - second hour 6 29 Chapter 11 Investing Basics and Evaluating Bonds (thru. p. 302) 12 Investing in Stocks Find DJIA in financial pages of paper or WSJ. 7 OCT. 6 Chapter 11 Bonds (p. 303 ) Chapter 13 Investing in Mutual Funds 8 13 Exam Review Questions due Time Value of Money (in class). Bring calculator! 9 20 EXAM 2 Chapters 11 - 13 (1 hour) Time Value of Money (continued second hour) 10 27 Time Value of Money assignment problems due Chapter 3 Taxes in Your Financial Plan Individual Tax Computation (in class) 11 NOV. 3 Individual Taxation (continued); Tax Problems due 12 10 EXAM 3 Chapter 3, Time Value of Money and Individual Taxation (1 hr.) Introduction to Retirement Planning (second hour) 13 17 Chapter 14 Retirement Planning and Estate Planning Case and Review Questions due 14 DEC. 1 Review Questions/Gift Tax Problem; Will Substitutes (see supplement) 15 8 EXAM 4 Chapters 14 and Supplement
  2. 2. BUS 317H PERSONAL FINANCE PURPOSE: The purpose of this course is to provide knowledge of the fundamentals of planning for the achievement of personal financial objectives. It also serves as an introduction to personal financial planning as a profession. GOALS: As a result of the successful completion of this course, a student should know the language associated with and be able to utilize and/or evaluate: • Personal Financial Statements • Insurance and Social Security • Basic Investments • Time Value of Money • Tax, Retirement, and Estate Planning OBJECTIVES: Objectives are listed at the beginning of each chapter. TEXTS: Focus on Personal Finance by Kapoor,Dlabay,Hughes.(McGraw Hill, 2006) Supplemental Materials by Bill West ADDITIONAL READING LIST: VIDEO OPPORTUNITIES : Daily Paper Nightly News Money magazine (monthly) Washington Week in Review (PBS, 9 p.m., Friday) Kiplinger's Personal Finance Magazine, etc. CNBC, etc. (financial news) EVALUATION: Exams (4) 85% Class participation, attendance*, homework, etc. 15% 100% *over 3 unexcused absences will result in a grade of F for the course. INSTRUCTOR: Bill West Office: Hauck 209 Office phone: 646-1582 Home phone: 365-6267 Office hours: 5:30-6:30 Thur. E-Mail: bwest@rollins.edu. ROLLINS COLLEGE HAMILTON HOLT SCHOOL
  3. 3. BILL WEST BUS 317H PERSONAL FINANCE SUMMER, 2005 Assignments DATE CHAPTER AND SUBJECT 1 JUN. 2 Th Introduction 2 7 T Chapter 1 Personal Financial Planning in Action (omit pp.10-12) 2 Money Management Skills (omit pp. 39-44) Personal Financial Statements (in class); Study PFS terms and guidelines in Supplement 3 9 Th PFS Assignment: Sally Yuppie Chapter 10 Financial Planning with Life Insurance 9 Health and Disability Income Insurance 4 14 T Chapter 8 Home and Automobile Insurance; Suppl. Review Quiz due 5 16 Th EXAM 1 Chapters 1, 2, 8-10, PFS(approx. 1 hr.) Introduction to Investing-second hour 6 21 T Chapter 11 Investing Basics and Evaluating Bonds (thru. p. 302) 12 Investing in Stocks Find DJIA in financial pages of paper. 7 23 Th Chapter 11 Bonds (p. 303 ) Chapter 13 Investing in Mutual Funds 8 28 T Exam Review Questions due Time Value of Money (in class - bring calculator) 9 30 Th EXAM 2 Chapters 11 - 13 (1 hour) Time Value of Money (continued second hour) 10 JUL 5 T TVM assignment problems due Chapter 3 Taxes in Your Financial Plan Individual Tax Computation (in class) 11 7 Th Individual Taxation (continued); Tax Problems due 12 12 T EXAM 3 Chapter 3, Time Value of Money and Indiv.Taxation (1 hr.) Introduction to Retirement Planning (second hour) 13 14 Th Chapter 14 Retirement and Estate Planning Case and Review Questions due 14 19 T Review Questions/GiftTax Problem 15 21 Th Will Substitutes (in class)/Review for Final 16 26 T EXAM 4 Chapters 14 and Supplement BUS 317H PERSONAL FINANCE SUMMER, 2005
  4. 4. PURPOSE: The purpose of this course is to provide knowledge of the fundamentals of planning for the achievement of personal financial objectives. It also serves as an introduction to personal financial planning as a profession. GOALS: As a result of the successful completion of this course, a student should know the language associated with and be able to utilize and/or evaluate: • Personal financial statements • Insurance and Social Security • Basic Investments • Time Value of Money • Tax, Retirement, and Estate Planning OBJECTIVES: Objectives are listed at beginning of each chapter. TEXTS: Focus on Personal Finance by Kapor, Dlabay and Hughes (McGraw-Hill Irwin, 2006) Supplemental Materials by Bill West ADDITIONAL READING LIST: VIDEO OPPORTUNITIES: Daily Paper Nightly News Money magazine (monthly) Washington Week in Review (PBS, p.m. Friday) Smart Money magazine (monthly) CNBC, etc. (financial news) U.S. News and World Report, etc. EVALUATION: Exams (4) 85% Class participation, attendance*, homework, etc. 15% 100% *over 3 unexcused absences will result in a grade of F for the course. INSTRUCTOR: Bill West Office: CSS 152 Office phone: 646-1582 Home phone: 365-6267 E-Mail: bwest@rollins.edu.

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