Topical Coverage (tentative) Each week has some assigned problems in addition to readings. You should attempt all the problems assigned by the instructor, and all the multiple choice questions, before the class. During the lecture, the instructor will solve the problems and discuss what you should have learned from them. Week Topics Readings Problems Assigned*/Reminders May 19th Introduction to Financial Planning Chapter #1 Introduction to the course, financial planning profession. The process of Financial Planning: Introduction to Goal Setting Goal Setting cont’d May 26th Chapter #3 Chapter #3 All multiple choice (MC) Chapter #2 Time value of money Chapter #2 All MC, Problems #1,3,5,7 The Life Cycle Hypothesis Chapter #6 Key Documents in Financial June 2nd Chapter #6 All MC Planning Chapter #4 All MC Financial Statements: Chapter #4 - Statement of Net Worth, Income Statement, Budgets June 9th Debt and Credit Management Chapter #12 Assignment #1 handed out Chapter #13 Mortgage Financing & Home Quiz #1 Ownership June 16th Family Law Chapter #5 Chapter #7 Personal Income Taxation Chapter #7 Problem 1,2 Chapter #8 June 23rd Tax Planning Chapter #8 Assignment #1 due Chapter #17 (p.465-472) Chapter #18 Quiz #2 (p.519-524) MIDTERM EXAM Covers all material to date – June 27th Risk Management I June 30th Chapter #9 Chapter #9 All MC Week Readings Problems Topics Assigned*/Reminders July 7th Risk Management II Chapter #10 Chapter #10 All MC Chapter #11 Chapter #11 All MC July 14th Investment Principles and Basics Chapter #14 Chapter #14 All MC Chapter #15 Chapter #15 All MC Assignment #2 handed out
Topical Coverage (tentative) Each week has some assigned problems in addition to readings. You should attempt all the problems assigned by the instructor, and all the multiple choice questions, before the class. During the lecture, the instructor will solve the problems and discuss what you should have learned from them. Week Topics Readings Problems Assigned*/Reminders May 19th Introduction to Financial Planning Introduction to the course, financial planning profession. The process of Financial Planning: Introduction to Goal Setting Chapter #1 May 26th Goal Setting cont’d Time value of money The Life Cycle Hypothesis Chapter #3 Chapter #2 Chapter #6 Chapter #3 All multiple choice (MC) Chapter #2 All MC, Problems #1,3,5,7 June 2nd Key Documents in Financial Planning Financial Statements: - Statement of Net Worth, Income Statement, Budgets Chapter #4 Chapter #6 All MC Chapter #4 All MC June 9th Debt and Credit Management Mortgage Financing & Home Ownership Chapter #12 Chapter #13 Assignment #1 handed out Quiz #1 June 16th Family Law Personal Income Taxation Chapter #5 Chapter #7 Chapter #8 Chapter #7 Problem 1,2 June 23rd Tax Planning Chapter #8 Chapter #17 (p.465-472) Chapter #18 (p.519-524) Assignment #1 due Quiz #2 June 27th MIDTERM EXAM – Covers all material to date June 30th Risk Management I Chapter #9 Chapter #9 All MC Week Topics Readings Problems Assigned*/Reminders July 7th Risk Management II Chapter #10 Chapter #11 Chapter #10 All MC Chapter #11 All MC July 14th Investment Principles and Basics Chapter #14 Chapter #15 Chapter #14 All MC Chapter #15 All MC Assignment #2 handed out
S15%20-%20ADMS%203541A%20-%20Course%20Outline%20-%20M.%20Perren.docx