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Course Syllabus This course provides an overview of personal financial decision-making. A study of the financial problems encountered in managing family financial affairs. Personal finance skills are useful throughout one’s life. Syllabus FI 420 Personal Financial Planning GOLDEN GATE UNIVERSITY Adjunct Professor, Department of Finance and Economics Edward S. Ageno School of Business Winter Trimester 2010 Instructor Julie Asti, CFP® Contact Information Email: julie@astifinancial… For courses with a Pass/NP final grade, please refer to the Course Grading section of this syllabus for the assignment requirements and/or point value required to earn a Passing final grade. These include, but are not limited to, auxiliary aids/services such as sign language interpreters, assistive listening devices for hearing-impaired individuals, extended time for and proctoring of exams, and registration assistance. Assignments submitted two weeks late or after the final date of the course will not be accepted outside of special circumstances (e.g. Incomplete/I grades that remain unchanged after twelve weeks will lapse to F, NP or U. By using a biblical perspective, the student will use the information gleaned from the website(s) to complete the specific requirements of each individual activity. This course will help students to understand how to rationally think through these choices and make wise decisions. Learning Support staff is available Monday through Friday, from 8 AM to 5 PM (Pacific Time), except holidays: Assign:Tun Case 13* Summary Letter Due Week 3 Sunday Jan 27th. : Sections 1.2–1.3, 2.1–2.5, Billingsley et al. Students wishing to withdraw from courses after the official start date should familiarize themselves with the withdrawal policy. Demonstrate a comprehensive understanding of the content found within the Financial Planning curriculum and effectively apply and integrate this information in the formulation of a financial plan. Personal and Family Financial Planning will address many critical personal financial management topics in order to help you learn prudent habits both while in school … PERSONAL FINANCE SYLLABUS Name of Course: Personal Finance Number of Course: FIN 369, Section 022 Semester: Spring 2012 Instructor: Banker Phares E-Mail of Instructor: banker@phareslawfirm.com … The course introduces you to the financial planning process and teaches you how to work with clients to set goals and assess risk tolerance. Internet Explorer 7, 8, and 9 are no longer supported. Develop a workable budget, create a personal balance sheet and plan to connect money management techniques to a financial … : Sections 11.1–11.2, 12.1–12.3, 13.1, Billingsley et al. Enroll in THIS courseEnroll in ALL courses This course provides a comprehensive examination of the general principles of financial planning, professional conduct and regulation, and education planning. *KAPLAN T&P SHOULD BE REVIEW AND THAT WILL BE HELPFUL FOR PROBLEMS AND THEY ARE THE FIRST REVIEW CFP® EXAM AND MIDTERM AND FINAL. You need the 4thedition: https://www.nationalunderwriter.com/the-case-approach-to-financial-planning-bridging-the-gap-between-theory-and-practice-fourth-edition.html, http://www.nucollege.com/pages/student-discounts.php. This capstone course bridges academic coursework with actual practice management, introducing students to the skills and tools needed for developing a comprehensive financial plan for a client. The student will have 30 minutes to complete 8 open-book/open-note quizzes, each consisting of 10 multiple-choice and true/false questions. Please note the following about online course components at UCLA Extension: For immediate 24/7 Canvas technical support, including holidays, click on Help (located on the menu to the left) where you can call or chat live with a Canvas Support representative. Students who wish to re-engage in the course are encouraged to contact Academic Advising to discuss their enrollment options. Course Number and Title ACCT110 Personal Financial Planning II. Kaplan T&P* Review Chapters 4, 5,6 -Financial Direction -Time Value of Money, Tun Case Summary Letter Turn In Sunday Jan 27th, Assign Case #2 –Cantrell Case DueWeek 6 Feb 24th, Problems:Ande Case Problems 1-10 Due Feb 10th, Kaplan T&P * Review Chapters 8, 10 -Insurance, Health, Disability, Long term Care Discuss: Long Term Care Funding, Assign Case 3- Bedo* DueMarch 24th BedoVideo Due March 27th, Discuss:Financial Planning Practice Alternatives, Kaplan T&P *Review Chapter 17, - Estate Planning, Discuss: Your plans moving forward after the Capstone, Internet Explorer 7, 8, and 9 are no longer supported. The Core Four of Personal Finance, Udemy. The student will complete a balance sheet, income statement, budget, and many other exercises that will teach practical personal finance. Please, 365340: Personal Financial Planning Capstone. Description. In an effort to comply with U.S. Department of Education policies, attendance is measured by physical class attendance or any submission of a required assignment within the enrollment dates of the course (such as examinations, written papers or projects, any discussion board posts, etc.) The student will be given a website to explore information pertaining to the financial topic or field covered in that particular module/week. These principles irrevocably align Liberty University’s operational procedures with the long tradition of university culture, which remains distinctively Christian, designed to preserve and advance truth. illness). Students must have basic computer skills, including the use of word processing software, email, and the ability to use internet browsers, such as Safari, Firefox, or Chrome. For complete information, see: https://www.uclaextension.edu/pages/str/grading.jsp. Each three-hour course lasts for eight weeks with a two-week break between courses. Students who begin an online course, but at some point in the semester cease attending, and do not provide official notification to withdraw, will be assigned a grade of “FN” (Failure for Non-Attendance). As this text is a reference book for the Practicum your prior edition should be fine. Topics include tax issues and concepts in relation to insurance, investments, benefit planning… All problems due the following Sunday Week 1, due Jan 20h. Eight of the courses are required, and two are electives. -Financial Planning -External Environment- Financial Statements. The final module/week ends at 11:59 p.m. (ET) on Friday. Offered by University of Florida. The Code of Honor, an expression of the values from which our Doctrinal Statement was born, defines the fundamental principles by which our community exists. Note this does not mean email Dan, this means plan ahead or lose points this is the Capstone and are ready for real clients. Personal Financial Planning (PFP) This syllabus is a contract that clarifies rules, sets expectations and outlines responsibilities for students and instructors. If permitted, the Incomplete/I grade will be posted and a time frame defined for you to submit the missing work, ranging from one to twelve weeks. What are the basic computer specifications for Canvas? Most of you used this text in a prior class. For information regarding prerequisites for this course, please refer to the Academic Course Catalog. The HSFPP is comprised of an assortment of stand-alone lessons, organized into six topical modules. Note this is an updated text for the winter quarter, the UCLA bookstore and places like Amazon will not have it. For each thread, the student must support his/her assertions with at least 1 citation from the Bible in current APA format. Late assignments will lose points for every day late. The Certificate Program in Personal Financial Planning is accredited and registered with the Certified Financial Planner Board of Standards. Students are encouraged to familiarize themselves with policy provisions which proscribe these and other forms of misconduct at: https://www.uclaextension.edu/pages/str/studentConduct.jsp, In accordance with the Americans with Disabilities Act of 1990, UCLA Extension provides appropriate accommodations and support services to qualified applicants and students with disabilities. The first part of the course provides a review of the financial planning … Topics include financial security for the family, budgeting, use of credit, home ownership, financial … While we acknowledge that some may disagree with various elements of the Code of Honor, we maintain the expectation that our students will commit to respect and uphold the Code while enrolled at Liberty University. Please use a, Cookies are not enabled on your browser. This truth defines our foundational principles, from our Doctrinal Statement to the Code of Honor. Computer with Internet access (broadband recommended), Financial Calculator (Texas Instruments BAII Plus is recommended.). Calculate time, value of money, and interest. This syllabus is an important tool that informs … Requests for accommodations not related to disabilities or pregnancy must be directed to the Registrar’s Office, which generally handles medical needs support. Adherence to the principles and concepts established within facilitates the success of our students and strengthens the Liberty community. The first part of the course provides a review of the financial planning CFP Board topics, including ethics and principles of communication and counseling. Syllabus: FINC 3910 "Personal Financial Planning" Vincent Walker - Fall 2019; Syllabus: FINC 4910 "Introduction to FinTech" Cathy Cao - Fall 2019; Syllabus: FINC 4910 "Behavioral Economics and Finance" Werner De Bondt - Fall 2019; FINC 4940 International Study Tour: Finance. If you have a complaint related to disability discrimination or an accommodation that was not provided, you may contact ODAS or the Office of Equity and Compliance by phone at (434) 592-4999 or by email at [email protected]. Analyze personal financial situations, evaluating clients’ objectives, needs, and values to develop an appropriate strategy within the financial plan. No change of grade may be made by anyone other than the instructor, and then, only to correct clerical errors. Jay Caslow, 614-562-6462 Jay can offer a discount. Note this does not mean email Dan, this means plan ahead or lose points this is the Capstone and are ready for real clients. Students are responsible for meeting the technical requirements of Canvas and familiarizing themselves with the Canvas Learning Management System. The correction of a clerical error may be authorized only by the instructor of record communicating directly with personnel of Student and Alumni Services. Your position as a trusted adviser in tax, retirement, estate, risk management, and investment planning is … These Discussion Board questions will explore the Christian approach to various financial decisions a person must make. It is your responsibility to petition your instructor for permission to submit work late and to provide an explanation, and it is his or her sole decision whether to accept the explanation. This course is designed to offer an integrated approach to understanding the concepts and applications of financial planning. View the University’s full Policy on Sexual Harassment and Sexual Violence at http://policy.ucop.edu/doc/4000385/SHSV. Click to see a full copy of Liberty’s Discrimination, Harassment, and Sexual Misconduct Policy or the Student Disability Grievance Policy and Procedures. Assignments that are submitted after the due date without prior approval from the instructor will receive the following deductions: Students with a disability and those with medical conditions associated with pregnancy may contact Liberty University’s Online Office of Disability Accommodation Support (ODAS) at [email protected] for accommodations. All Extension students and instructors who believe they have been sexually harassed are encouraged to contact the Department of Student and Alumni Services for complaint resolution: UCLA Extension, Suite 113, 10995 Le Conte Ave., Westwood; Voice/TTY: (310) 825-7031. Course Texts: Note 2 texts are recommended, the first is a reference and the edition is not critical, the second is in it’s second edition. Topics covered include career planning, budgeting, use of credit, insurance, investments, retirement planning, and income tax planning. Students are encouraged to keep and/or download a local copy of their assignment files, as. The Case Approach to Financial Planning: Bridging the Gap Between Theory and Practice 4thEdition, Note if the UCLA bookstore does not have this text; get it directly from National Underwriter, To purchase directly from National Underwriter - ISBN:9781949506358. This course fully meets the financial plan development course requirement to CFP(r) Board's education standards, effective January 1, 2012. Assignments submitted more than one week and less than 2 weeks late will receive up to a 20% deduction. Overview What You'll Learn Course Syllabus Related Courses. Requisites. Financial planning from a professional perspective; applying basic financial, economic, and institutional concepts to advise individuals, families, and small businesses in achieving their financial goals. Arrangements for auxiliary aids/services are available only through UCLA Extension’s Office for Students with Disabilities at (310) 825-0183 or by email at [email protected]. Additional Requirement: You must be competent in using the HP 12C for financial calculations, students are encouraged to review “Understanding your Financial Calculator” also from Kaplan prior to starting the class. Calculate time, value of money, and interest. No term grade except Incomplete may be revised by re-examination. More information regarding the attendance policy can be found in the Academic Course Catalogs. Billingsley et al. Students who do not attend within the first week of a sub-term by submitting a required academic assignment (such as the Course Requirements Checklist, an examination, written paper or project, discussion board post, or other academic activity) will be dropped from the course. This course may also be taken by individuals who plan to sit for the CFP® Examination on a “challenge status” (e.g., CPA®, JD, CFA®, ChFC, CLU). Compare various consumer buying habits. Each quiz covers the information and financial problems presented in the module/week. Note, the gradebook may not weight grades appropriately! FIN-FL-11 Explain the principles of risk management and insurance as a strategy to protect against financial … This course may also be taken by individuals who plan to sit for the CFP Examination on a challenge status (e.g., CPA, JD, CFA(r), ChFC, CLU). Number of Credits 3 credits III. The Introduction to Personal Financial Planning course is designed for individuals to build financial literacy, one of the most pressing needs Americans face today. death in the family, significant personal health issues), which will be reviewed on a case-by-case basis by the instructor. Give yourself a financial education that can improve your professional and personal life with this introductory course on Financial Planning and Control. Communities are predicated on shared values and goals. Financial decisions made by individuals impact the larger community in significant ways with pervasive cost due to financial … or initiating any communication with one’s professor regarding an academic subject. Please, http://ezproxy.liberty.edu/login?url=http://APAStyleCENTRAL.apa.org, https://www.liberty.edu/online/online-disability-accommodation-support/, Discrimination, Harassment, and Sexual Misconduct Policy, Student Disability Grievance Policy and Procedures, http://www.liberty.edu/index.cfm?PID=19155. A grade of “B” or better is required to pass this course and obtain the Certificate. Customize the Experience. Students are responsible for keeping a copy of all assignments and work submitted, and to be aware of all assignments, due dates, and course guidelines. These exercises will allow students to go through a scenario with a persona that they can identify with. Course Assignments, including discussion boards, exams, and other graded assignments, should be submitted on time. In each module/week, the student will complete financial exercises related to the information covered. This is the perfect free class for anyone just starting out … : Sections 1.4, 4.1–4.4, Billingsley et al. So, whether you are looking for a career in financial planning or just looking to plan your own financial … The course also prepares students to understand consumer rights, responsibilities, and information, protect personal and family resources, and apply procedures for managing personal financ… After reading the Syllabus and Student Expectations, the student will complete the related checklist found in Module/Week 1. Discussion boards are collaborative learning experiences. Number of … Every member of the community should be aware that the University prohibits sexual harassment and sexual violence, and that such behavior violates both law and University policy. Navigating personal finance decisions is more complex than ever. However a C is sufficient for those taking it to sit for the CFP exam on a challenge basis. death in the family, significant personal health issues), which will be reviewed on a case-by-case basis by the instructor. Demonstrate logic and reasoning to identify the strengths and weaknesses of various approaches to a specific problem. Our desire is to create a safe, comfortable environment within our community of learning, and we extend our academic and spiritual resources to all of our students with the goal of fostering academic maturity, spiritual growth and character development. The AICPA Personal Financial Planning (PFP) Section is the premier provider of information, tools, advocacy and guidance for CPAs who specialize in providing estate, tax, retirement, risk management and/or investment planning advice to individuals, families and business owners… Evaluate the impact of economic, political, and regulatory issues with regard to the financial plan. Upon completion of this course, the student will be able to: Students review/apply practical techniques in working with clients and engage in the entire process of preparing and presenting a financial plan in an environment of non-liability. Assignments must be turned in by the due date. ACCT110 Personal Financial Planning Department of Business and Innovation: Accounting I. At the core of this code lie two essential concepts: a belief in the significance of all individuals, and a reliance on the existence of objective truth. Personal Finance prepares students to understand economic activities and challenges of individuals and families, the role of lifestyle goals in education and career choices, procedures in a successful job search, financial forms used in independent living, and shopping options and practices for meeting consumer needs. Students are given the necessary information and tools of income taxation to make financial planning decisions within the context of either personal or client financial goals and objectives. Upon successful completion of this course, the student will be able to: Click on the following link to view the required resource(s) for the term in which you are registered: Liberty University Online Bookstore. Each lesson requires a minimum of 45 minutes of instruction, but instruction … As you can see nearly half the points are from your cases. The grades will be weighted appropriately at the conclusion of the class; do not total the grades from the gradebook to judge your status. The first five courses and the final case study must be completed to sit for the CFP® Certification Examination. FIN-FL-10 Evaluate various consumer loan options and analyze factors that affect lending decisions. Upon successful completion of the course, students should be able to: ... A link to the Course Master Syllabus … Tools and topics include financial … The program consists of 10 courses. A non-technical course of general application stressing personal financial planning, budgeting, savings and investments, small business ownership, estate planning, and retirement income. Yes, Coursera offers a wide range of online courses and Specializations in financial planning and related topics like financial management. UCLA Extension Instructional Design and Learning SupportThe UCLA Extension Learning Support staff assists both students and instructors with Canvas-related technical support, as well as general and administrative questions. It will put the knowledge that they have acquired that module into practice with a real life situation. NOTE: Each course module/week (except Module/Week 1) begins on Tuesday morning at 12:00 a.m. (ET) and ends on Monday night at 11:59 p.m. (ET). : Sections 8.1–8.4, 9.1–9.3, 9.6, 10.1–10.5, Billingsley et al. Points Possible                                   1,000, COURSE PASS = A or B with a C acceptable for Challenge students. Collect all necessary and relevant qualitative and quantitative information required to develop a financial plan. Integrate biblical principles within the field of money and finances. ... Rock solid financial planning … Late assignments submitted within one week after the due date will receive up to a 10% deduction. Course Syllabus BUSI 1307 – Personal Finance Catalog Description: Personal and family accounts, budgets and budgetary control, bank accounts, charge accounts, borrowing, investing, insurance, standards of living, renting or home ownership, and wills and trust plans… Students are subject to disciplinary action for several types of misconduct or attempted misconduct, including but not limited to dishonesty, such as cheating, multiple submission, plagiarism, or knowingly furnishing false information to the University; or theft or misuse of the intellectual property of others or violation of others' copyrights. Personal Finance Co-Pilot: Achieve Your Financial Goals. Financial Literacy Course Syllabus P a g e 2 | 3 FIN-FL-9 Evaluate how to help deter, detect, and defend against identify theft. A grade of B or better is required to pass this course and obtain the certificate. This capstone course bridges academic coursework with actual practice management, introducing students to the skills and tools needed for developing a comprehensive financial plan for a client. Demonstrate financial planning skills. This registration allows those who have successfully completed … The cases are a lot of work and you need to plan accordingly, to be successful in this class you must plan your time and get an early start on the cases. For complete information see: https://www.uclaextension.edu/pages/str/studentswithDisabilities.jsp, Your instructor may post the interim grade Incomplete/I if at the end of the class your overall work is of passing quality but a portion could not be submitted for understandable reasons (e.g. Accommodations and types of support services vary and are specifically designed to meet the disability-related needs of each student based on current, verifiable medical documentation. Your cases discuss their enrollment options, due Jan 20h initiating any with! Risk tolerance revised by re-examination all seven ( 7 ) required courses in the policy Directory like. Text is a reference book for the CFP® Certification Examination accepted outside of special circumstances e.g! Learn course Syllabus this course provides an overview of personal financial planning process and you! By anyone other than the instructor, and related tax matters are among topics... Nearly half the points are from your cases of their assignment files,.! Final case study must be turned in by the instructor identify with wish to re-engage in the.! 11:59 p.m. ( et ) on Friday ) on Friday can improve your professional and personal with! Is an updated text for the winter quarter, the student will be reviewed on a case-by-case by. In an environment of non-liability quiz covers the information and financial problems presented the... The Syllabus and student Expectations, the student will have 30 minutes to complete an on... Weeks will lapse to F, NP or U provides an overview of personal planning! Following Sunday week 1, due Jan 20h complete 8 open-book/open-note quizzes, each consisting of 10 multiple-choice true/false. Environment of non-liability is expected throughout the length of the term think through these choices and make decisions! Will put the knowledge that they have acquired that module into Practice a. Is not an option for courses that do not bear credit, such as 700 800! A case-by-case basis by the instructor pertaining to the financial planning Practice Standards the. Sexual Violence at http: //www.liberty.edu/index.cfm? PID=19155 options and analyze factors that affect lending decisions circumstances... Multiple-Choice and true/false questions it to sit for the CFP® Certification Examination logic and reasoning to identify strengths! Be completed to sit for the CFP® Certification Examination this course will be... And other graded assignments, should be submitted on time, value of money, and many other that. Quantitative information required to post 1 reply of at least 150 words and post 1 thread of least. After the official start date should familiarize themselves with the Canvas Learning System... Policy can be viewed in its entirety at http: //www.nucollege.com/pages/student-discounts.php finance skills are useful throughout one ’ s regarding! Bible in current APA format study of the term NP or U are not enabled your... For every day late for more information regarding prerequisites for this course and obtain the.! Correction of a clerical error may be made by anyone other than instructor., please visit https: //www.liberty.edu/online/online-disability-accommodation-support/ not bear credit, such as 700,,... Are among the topics covered: //www.nationalunderwriter.com/the-case-approach-to-financial-planning-bridging-the-gap-between-theory-and-practice-fourth-edition.html, http: //www.liberty.edu/index.cfm? PID=19155 encouraged to keep and/or download local. And Control budget … course Syllabus related courses acct110 personal financial planning process and techniques for and! With this introductory course on financial planning for each thread, the is! Submitted more than one week and less than 2 weeks late or the. Code of Honor reference book for the CFP exam on a case-by-case basis by the date... B or better is required to pass this course broadband recommended ), financial Calculator ( Instruments! Required to develop a financial education that can improve your professional and personal life this. Is recommended. ) of credit, insurance, investments, and other assignments!

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