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FINN 3003 Personal Financial Management
Schedule and Notes |
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Date
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Topic
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Readings
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May 13
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Personal Finance Basics
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Lecture 1, PF 1
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May 13
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Financial Aspects of Career Planning
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Lecture 2, PF 2
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May 13
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Money Management: Financial Statements and Budgeting
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Lecture 3, PF 3
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May 14
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Planning Your Tax Strategy
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Lecture 4, PF 4
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May 14
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Financial Services
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Lecture 5, PF 5
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May 15
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Introduction to Consumer Credit
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Lecture 6, PF 6
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May 15
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Choosing Your Credit
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Lecture 7, PF 7
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May 16
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Consumer Purchases
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Lecture 8, PF 8
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May 16
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Housing Decisions
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Lecture 9, PF 9
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May 17
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Insurance: Property and Motor Vehicle
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Lecture 10, PF 10
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May 17
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Insurance: Health
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Lecture 11, PF 11
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May 17
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Insurance: Life
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Lecture 12, PF 12
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May 18
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Midterm Exam at 10:00AM - 11:30AM in class
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May 20
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Investing: Fundamentals
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Lecture 13, PF 13
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May 21
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Investing: Stocks
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Lecture 14, PF 14
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May 22
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Investing: Bonds
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Lecture 15, PF 15
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May 22
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Mutual Funds
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Mutual Fund Lecture
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May 22
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Investing: Mutual Funds
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Lecture 16, PF 16
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May 23
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Investing: Real Estate
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Lecture 17, PF 17
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May 23
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Retirement Planning
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Lecture 18, PF 18
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May 23
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Estate Planning
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Lecture 19, PF 19
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May 24
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Final Exam at 9:30AM - 11:30AM in class
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