FINN 3003 Personal Financial Management

Schedule and Notes

Date

Topic

Readings

May 14

Personal Finance Basics

Lecture 1, PF 1

May 14

Financial Aspects of Career Planning

Lecture 2, PF 2

May 14

Money Management: Financial Statements and Budgeting

Lecture 3, PF 3

May 14

Planning Your Tax Strategy

Lecture 4, PF 4

May 15

Financial Services

Lecture 5, PF 5

May 15

Introduction to Consumer Credit

Lecture 6, PF 6

May 15

Choosing Your Credit

Lecture 7, PF 7

May 16

Consumer Purchases

Lecture 8, PF 8

May 16

Housing Decisions

Lecture 9, PF 9

May 17

Insurance: Property and Motor Vehicle

Lecture 10, PF 10

May 17

Insurance: Health

Lecture 11, PF 11

May 17

Insurance: Life

Lecture 12, PF 12

May 18

Midterm Exam at 10:00AM - 11:30AM in class

May 21

Investing: Fundamentals

Lecture 13, PF 13

May 22

Investing: Stocks

Lecture 14, PF 14

May 23

Investing: Bonds

Lecture 15, PF 15

May 23

Mutual Funds

Mutual Fund Lecture

May 23

Investing: Mutual Funds

Lecture 16, PF 16

May 24

Investing: Real Estate

Lecture 17, PF 17

May 24

Retirement Planning

Lecture 18, PF 18

May 24

Estate Planning

Lecture 19, PF 19

May 25

Final Exam at 9:30AM - 11:30AM in class