UNIVERSITY OF CINCINNATI – CLERMONT COLLEGE
                 COURSE SYLLABUS AND SCHEDULE OUTLINE FOR

                   ...
topic provided by the instructor. Two groups will face off at a time with the non-participating
class members providing co...
Grading Scale

The following plus/minus grading system will apply:

92 - 100% = A     91 - 89% = A-     88 - 87% = B+     ...
COURSE SCHEDULE OUTLINE – PERSONAL FINANCE

Week of
03/31     Chapter One – Personal Financial Planning in Action
        ...
COURSE SCHEDULE OUTLINE – PERSONAL FINANCE

Week of
05/12     Chapter Eleven – Investing Basics and Evaluating Bonds
     ...
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Personal Finance - Online

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Personal Finance - Online

  1. 1. UNIVERSITY OF CINCINNATI – CLERMONT COLLEGE COURSE SYLLABUS AND SCHEDULE OUTLINE FOR PERSONAL FINANCE SPRING 2008 34-FIN-281 (Sections 707 and 708) Instructor Information Instructor: Dr. Jeff Bauer, Associate Professor of Management and Marketing Office: Snyder Building 252F Phone: Office: 732-5257 24-HR Voicemail Fax: 732-5304 Division Office: 732-5255 E-Mail: Jeff.Bauer@UC.Edu Website: http://www.ucclermont.edu/~bauerj Office Hours: M and F 11:00A – 12:00Noon, W 11:00A – 12:00Noon in the Learning Center, M 1:00P – 2:00P. Other times by appointment. Text Information Focus on Personal Finance, Kapoor, Dlabay, & Hughes, 2nd Edition, 2008. ISBN: 978-0-07-353063-5 Course Description Planning and management of personal financial problems; personal finance plans, budgets. Credit and savings institutions in family financing; insurance, real estate, health insurance and other financial issues. Learning Objective To educate students about the practical application of personal financial planning, budgeting, insurance and other personal financial issues. Course Requirements Reading Assignments: The student is expected to read all assignments. He/she should be prepared to use the material from the readings to respond to the discussion questions, the cases, the debate, and the stock market game. Discussion Questions: For each lesson a question or questions will be posed for the student to respond to which relate to the readings. The questions will be posted on a weekly basis in the Communications section of Bb by the instructor(s) by Sunday at Midnight. You must post a thoughtful and grammatically correct response by Midnight on Wednesday of that week. Your response should be your opinion and your words, but be backed by material from the text or another source. You must respond or comment on at least one other post made by your fellow students. This follow-up posting must occur by Midnight on Friday. If an instructor follows-up with a question related to one of your posts, you should respond by Midnight on Friday. Debate Project: Each student will be assigned to a group (6 groups of approximately 4 students each) and each group will be responsible for planning, researching, and presenting a debate on a
  2. 2. topic provided by the instructor. Two groups will face off at a time with the non-participating class members providing comments and commentary on the performance of the debate teams (80% of the grade will be based on debate performance, 20% will be based on providing comments and commentary to the other team’s debate session). These debates will occur in the Communications section of Bb as a threaded discussion. A format for the process of the debate will be posted during the second week of class. Peer evaluations of performance will be conducted during the term and will factor into your individual grade for this project. Group Cases: Cases detailing various financial topics will be assigned. Groups will be formed during the second week of class. Case grades are assigned on a group vs. individual basis. You are expected to communicate with your teammates on a regular basis and to contribute equally to each case project. Peer evaluations of performance will be conducted during the term and will factor into your individual grade for the cases. The information for each case will be posted in the Assignments section of Bb by Midnight on Sundays. All cases must be delivered to the instructor by the date indicated using the Digital Drop Box in the Student Tools section of Bb. Use the Title, Assignment # (fill in the appropriate number) and attach the file. Make sure to list all group members names on the case document. Stocks Quest/Stock Market Game: Each student will be provided with a fictional account of $100,000 to invest in the stock market. Students will be force-ranked ordered based on their fictional portfolio’s return on investment achieved during the term. Details on this project will be provided during the second week of class. Personal Financial Plan: Each student will be responsible for preparing a personal financial plan. Details on this project will be provided the fifth week of class. Enhanced Cartridges: I strongly encourage you to utilize the Enhanced Cartridges found on the textbook’s website. You should at a minimum view the narrated PowerPoints for each chapter. The iPod podcasts/content will also greatly enhance your knowledge of the material. Evaluation The final grade will be determined as follows: Discussion Questions (10 @ 10 points each) 100 Points Debate Project 100 Points Group Cases (5 Cases @ 20 points each) 100 Points Stock Market Game 100 Points Personal Financial Plan 100 Points ------------- Total Points 500 Points The numerical average will be calculated by dividing total points by 5.
  3. 3. Grading Scale The following plus/minus grading system will apply: 92 - 100% = A 91 - 89% = A- 88 - 87% = B+ 86 - 82% = B 81 - 79% = B- 78 – 77% = C+ 76 – 72% = C 71 – 69% = C- 68 and Under = F GENERAL COURSE POLICIES Withdrawals The current withdrawal policy of the University of Cincinnati will apply. The withdrawal policy for this term is available in the Registrar’s Office. Cheating and Plagiarism The policy as stated in the University of Cincinnati Student Handbook will be enforced. A copy of the Student Handbook is available in the Student Development Office. ADA Students with Disabilities: The policy of the University of Cincinnati requires students to self- identify and provide proper documentation to the Director of Disability Services for appropriate academic assistance. Note: The course schedule and procedures are tentative and subject to change depending upon the progress of the class.
  4. 4. COURSE SCHEDULE OUTLINE – PERSONAL FINANCE Week of 03/31 Chapter One – Personal Financial Planning in Action Chapter Two – Money Management Skills Discussion Question Response due via Communications Discussion Board by Midnight Wednesday, April 2nd Follow-up responses due by Midnight, Friday, April 4th 04/07 Chapter Four – Savings and Payment Services Case One due via DD by Midnight on Saturday, April 12th Discussion Question Response due via Communications Discussion Board by Midnight Wednesday, April 9th Follow-up responses due by Midnight, Friday, April 11th 04/14 Chapter Five – Consumer Credit: Advantages, Disadvantages, and Costs Case Two due via DD by Midnight on Saturday, April 19th Discussion Question Response due via Communications Discussion Board by Midnight Wednesday, April 16th Follow-up responses due by Midnight, Friday, April 18th 04/21 Chapter Seven – Selecting and Financing Housing Case Three due via DD by Midnight on Saturday, April 26th Discussion Question Response due via Communications Discussion Board by Midnight Wednesday, April 23rd Follow-up responses due by Midnight, Friday, April 25th 04/28 Chapter Eight – Home and Auto Insurance Debate Project Groups 1 & 2 – Initial Posting due via Communications Discussion Board by Midnight on Saturday, May 3rd Discussion Question Response due via Communications Discussion Board by Midnight Wednesday, April 30th Follow-up responses due by Midnight, Friday, May 2nd 05/05 Chapter Nine – Health and Disability Income Insurance Chapter Ten – Financial Planning with Life Insurance Debate Project Groups 5 & 6 – Initial Posting due via Communications Discussion Board by Midnight on Saturday, May 10th Discussion Question Response due via Communications Discussion Board by Midnight Wednesday, May 7th Follow-up responses due by Midnight, Friday, May 9th
  5. 5. COURSE SCHEDULE OUTLINE – PERSONAL FINANCE Week of 05/12 Chapter Eleven – Investing Basics and Evaluating Bonds Debate Project Groups 3 & 4 – Initial Posting due via Communications Discussion Board by Midnight on Saturday, May 17th Discussion Question Response due via Communications Discussion Board by Midnight Wednesday, May 14th Follow-up responses due by Midnight, Friday, May 16th 05/19 Chapter Twelve – Investing in Stocks Case Four due via DD by Midnight on Saturday, May 24 Discussion Question Response due via Communications Discussion Board by Midnight Wednesday, May 21st Follow-up responses due by Midnight, Friday, May 23rd 05/26 Chapter Thirteen – Investing in Mutual Funds Case Five due via DD by Midnight on Saturday, May 31st Discussion Question Response due via Communications Discussion Board by Midnight Wednesday, May 28th Follow-up responses due by Midnight, Friday, May 30th 06/02 Chapter Fourteen – Retirement and Estate Planning Stock Market Game ROI Assessment and Personal Financial Plan due by Midnight, Wednesday, June 4th Discussion Question Response due via Communications Discussion Board by Midnight Wednesday, June 4th Follow-up responses due by Midnight, Friday, June 6th

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