COURSE SCHEDULE-SUMMER 2014 DATE TOPICS ASSIGNED ASSIGNED HOMEWORK May 8th Introduction to Financial Planning Introduction to the Students to course. purchase course Course Outline. textbook. York U. SAS Finance Stream. Introduction to the financial planning profession. Topic areas in financial planning. The Financial Planning Process. May 15th More on the financial Chapter #1 planning profession. Chapter #3, & Ch.#3, All Multiple Introduction to Chapter #6 Choice Questions financial planning Problem #2 (Pg.64) standards. Setting Goals and the Financial Planning Process. May 22nd Time of Money Chapter #2 Ch.#2, All Multiple Choice (MC), Problem #1, 4 & 5. Key Documents in Financial Planning Chapter #4 Ch.4-MC Personal Financial #12-Problem #6 Statements. Credit & Debt Management Chapter #12 (pages 276-290) May 29th Family Law Chapter #5 QUIZ #1 Chapters #7 & #8 Introduction To Tax Group Assignment CGA Tax Planning Planning #1 Handed out. Guide (Handout/On line) DATE TOPICS
COURSE SCHEDULE-SUMMER 2014 DATE TOPICS ASSIGNED ASSIGNED HOMEWORK May 8th Introduction to Financial Planning Introduction to the course. Course Outline. York U. SAS Finance Stream. Introduction to the financial planning profession. Topic areas in financial planning. The Financial Planning Process. Students to purchase course textbook. May 15th More on the financial planning profession. Introduction to financial planning standards. Setting Goals and the Financial Planning Process. Chapter #1 Chapter #3, & Chapter #6 Ch.#3, All Multiple Choice Questions Problem #2 (Pg.64) May 22nd Time of Money Key Documents in Financial Planning Personal Financial Statements. Credit & Debt Management Chapter #2 Chapter #4 Chapter #12 (pages 276-290) Ch.#2, All Multiple Choice (MC), Problem #1, 4 & 5. Ch.4-MC #12-Problem #6 May 29th DATE Family Law Introduction To Tax Planning TOPICS Chapter #5 Chapters #7 & #8 CGA Tax Planning Guide (Handout/On line) QUIZ #1 Group Assignment #1 Handed out.