ORIENTATION AND DEADLINE DATES
This is an information sheet only, not the course syllabus.
COURSE DESCRIPTION
An overview of
personal and family financial planning. Emphasis is placed on financial
recordkeeping, consumer spending, tax planning, making buying decisions,
purchasing insurance, selecting investments, and retirement and estate
planning. 3
Credit Hours
COURSE MATERIALS
Required Textbooks: Personal Finance, 8th Edition, by Drs. Jack R. Kapoor, Les R. Dlabay, and Robert J. Hughes, Irwin/McGraw-Hill, 2007.
Student Resource Manual for Personal Finance, 8th edition, by Kapoor, Dlabay, and Hughes, McGraw-Hill/Irwin, 2007.
VIDEOTAPES/AUDIOTAPES
Twenty audio lessons
OTHER MEDIA
None
ORIENTATION/ATTENDANCE
Not required
EVALUATION/GRADING
Six tests, four assignments
COURSE OUTLINE
|
Unit |
Required Text |
Audio Tapes
|
Activity
|
Exam
|
|
1 |
Chapters 1 - 4 |
Lessons 1, 2, 18 |
Student Resource Manual - Chapters 1- 4 Turn in Assignment 1 |
1
|
|
2 |
Chapters 5 - 7 |
Lessons 4 - 6 |
Student Resource Manual - Chapters 5-7 |
2
|
|
3 |
Chapters 8 & 9 |
Lessons 3, 10, 12, 13 |
Student Resource Manual - Chapters 8-9 Turn in Assignment 2 |
3
|
|
4 |
Chapters 10-12 |
Lessons 9, 7, 8 |
Student Resource Manual - Chapters 10-12 Turn in Assignment 3 |
4
|
|
5 |
Chapters 13-17 |
Lessons 14-17 |
Student Resource Manual - Chapters 13-17 Turn in Assignment 4 |
5
|
|
6 |
Chapters 18 & 19 |
Lessons 19-20 |
Student Resource Manual - Chapters 18-19 |
6
|