Module: 2 - V11
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/vt11/2fe121mom2
Lecturer: Catherine Lions, Lars Lindbergh
E-mail: catherine.lions@usbe.umu.se, lars.lindbergh@usbe.umu.se
Other: Syllabus (course description and literature).
Schedule is updated 2011-02-22
Textbook: Keown A.J. et al., Personal Finance, 5th edition, Pearson. ISBN13: 9780136077763
Day: Monday
Date: 2011-02-21
Time: 09:00-12:00
Subject: Course Presentation and Lecture 1: The financial planning process
Room: Hsal D
Lecturer: CL
Other: Read chapters 1 and 2
Day: Tuesday
Date: 2011-02-22
Time: 09:00-12:00
Subject: Lecture 2: Time value of the money
Room: Hsal D
Lecturer: CL
Other: chapter 3
Day: Wednesday
Date: 2011-02-23
Time: 09:00-12:00
Subject: Lecture 3: Investments
Room: Hsal D
Lecturer: CL
Other: chapters 11, 12, 13, 14 and 15
Day: Monday
Date: 2011-02-28
Time: 09:00-12:00
Subject: Lecture 4: Cash management
Room: Hsal C
Lecturer: LL
Other: chapters 5, 6, 7, 8
Day: Tuesday
Date: 2011-03-01
Time: 09:00-12:00
Subject: Lecture 5: Insurance
Room: Hsal D
Lecturer: LL
Other: chapters 9, 10
Day: Wednesday
Date: 2011-03-02
Time: 09:00-12:00
Subject: Lecture 6: Life cycle issues
Room: Hsal D
Lecturer: LL
Other: chapters 16, 17 and 18
Day: Thursday
Date: 2011-03-03
Time: 09:00-12:00
Subject: Lecture 7: Tax and other strategies
Room: S 213h
Lecturer: LL
Other: chapter 4
Day: Monday
Date: 2011-03-07
Time: 08:00-17:00
Subject: Workshop
Lecturer:
Other: Problems will be posted
Day: Tuesday
Date: 2011-03-08
Time: 09:00-13:00
Subject: Workshop
Room: S 103
Lecturer: CL
Other: tutoring
Day: Wednesday
Date: 2011-03-09
Time: 09:00-17:00
Subject: Workshop
Room: S 103
Lecturer: CL
Other: tutoring
Day: Thursday
Date: 2011-03-10
Time: 13:00-17:00
Subject: Workshop
Room: S 305
Lecturer: CL
Other: tutoring
Day: Monday
Date: 2011-03-14
Time: 13:00-17:00
Subject: Workshop
Room: CL office
Lecturer: CL
Other: tutoring
Day: Tuesday
Date: 2011-03-15
Time: 09:00-12:00
Subject: Lecture 8: Guest lecture
Room: S 312
Lecturer: LL, CL
Other:
Day: Thursday
Date: 2011-03-17
Time: 09:00-12:00
Subject: Lecture 9: Conclusions of the module
Room: Hsal C
Lecturer: CL
Other:
Day: Monday
Date: 2011-03-21
Time: 08:00-17:00
Subject: Seminar
Room: UB340
Lecturer: LL
Other: Separate schedule will come for the seminars
Day: Thursday
Date: 2011-03-24
Time: 09:00-13:00
Subject: EXAMINATION
Room: ÖP, Skrivsal 3
Lecturer:
Other:
Day: Saturday
Date: 2011-04-16
Time: 09:00-13:00
Subject: Re-exam
Room: ÖP, Skrivsal 5
Lecturer:
Other:
