Module: 2 - V10
Name of module: Financial Planning
Course: Financial Markets, Institutions and Financial Planning C, module 2
Course code(s): 2FE121
Syllabus(es): 2FE121
Homepage: www.usbe.umu.se/kursweb/vt010/2fe121mom2
Lecturer: Catherine Lions, Lars Lindbergh
E-mail: catherine.lions@usbe.umu.se, lars.lindbergh@usbe.umu.se
Other: Schedule is changed March 9
(course description and literature)
Be aware that the book has changed from previous years. The mandatory book for this year is :
Personal Finance
Turning Money into Wealth: Global Edition
5th Edition
Arthur Keown
Mar 2009, Paperback, 672 pages
ISBN13: 9780136077763
ISBN10: 0136077765
The cover page of this one is red (international edition), the one I showed you in class is the US edition.
Day: Tuesday
Date: 2010-02-23
Time: 10:00-12:00
Subject: Course presentation
Room: Hsal B
Lecturer: CL
Other: Chapter 1
Day: Tuesday
Date: 2010-02-23
Time: 13:00-16:00
Subject: Lecture 1 Make a financial plan
Room: S 205h
Lecturer: CL
Other: Chapter 2
Day: Wednesday
Date: 2010-02-24
Time: 09:00-12:00
Subject: Lecture 2 Time value of the money
Room: N 360
Lecturer: CL
Other: Chapter 3
Day: Thursday
Date: 2010-02-25
Time: 08:00-12:00
Subject: Numerical problems 1
Room: S 103
Lecturer: CL
Other: group A
Day: Thursday
Date: 2010-02-25
Time: 13:00-17:00
Subject: Numerical problems 1
Room: Ub 336
Lecturer: CL
Other: group B
Day: Friday
Date: 2010-02-26
Time: 08:00-11:00
Subject: Numerical problems 2
Room: S 104
Lecturer: CL
Other: group B
Day: Friday
Date: 2010-02-26
Time: 14:00-17:00
Subject: Numerical problems 2
Room: S 309
Lecturer: CL
Other: group A
Day: Monday
Date: 2010-03-01
Time: 09:00-12:00
Subject: Lecture 3: Taxation and strategies
Room: Hsal D
Lecturer: LL
Other: Chapter 4
Day: Tuesday
Date: 2010-03-02
Time: 09:00-12:00
Subject: Lecture 4: Consumption loans, cars and home
Room: Hsal B
Lecturer: LL
Other: Chapters 5, 6, 7 and 8
Day: Wednesday
Date: 2010-03-03
Time: 09:00-12:00
Subject: Lecture 5: Retirementand estate planning
Room: Hsal D
Lecturer: LL
Other: Chapters 16 and 17
Day: Thursday
Date: 2010-03-04
Time: 09:00-12:00
Subject: Lecture 6: guest lecture
Room: Hsal D
Lecturer: LL
Other:
Day: Monday
Date: 2010-03-08
Time: 09:00-12:00
Subject: Lecture 7: Insurance
Room: Hsal B
Lecturer: CL
Other: Chapters 9 and 10
Day: Tuesday
Date: 2010-03-09
Time: 09:00-12:00
Subject: Lecture 8: Financial investments (1)
Room: Hsal B
Lecturer: CL
Other: Chapter 11
Day: Wednesday
Date: 2010-03-10
Time: 09:00-12:00
Subject: Lecture 9: Financial investments (2)
Room: S 205h
Lecturer: CL
Other: chapter 12 and 13
Day: Thursday
Date: 2010-03-11
Time: 09:00-12:00
Subject: Lecture 10: Financial investments (3)
Room: S 213h
Lecturer: CL
Other: chapters 14 and 15
Day: Monday
Date: 2010-03-15
Time: 09:00-12:00
Subject: Workshop 2
Room: Hsal D
Lecturer: LL
Other: group A
Day: Tuesday
Date: 2010-03-16
Time: 09:00-12:00
Subject: Workshop 2
Room: N 200
Lecturer: LL
Other: group B
Day: Wednesday
Date: 2010-03-17
Time: 08:00-12:00
Subject: Office hours
Room: LL office
Lecturer: LL
Other:
Day: Monday
Date: 2010-03-22
Time: 08:00-10:00
Subject: Seminar
Room: S 304
Lecturer: LL
Other: see schedule
Day: Tuesday
Date: 2010-03-23
Time: 08:00-17:00
Subject: Seminar
Room: S 302
Lecturer: LL
Other: specific schedule
Day: Wednesday
Date: 2010-03-24
Time: 14:00-18:00
Subject: Exam
Room: Skrivsal 3 and 4, ÖP
Lecturer:
Other:
Day: Saturday
Date: 2010-04-24
Time: 09:00-13:00
Subject: Re-exam
Room: Skrivsal 2, ÖP
Lecturer:
Other:
