Module: 2 - V12
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/vt12/2fe121mom2
Lecturer: Catherine Lions, Stefan Anchev
E-mail: catherine.lions@usbe.umu.se
Other: Tentative schedule 2012-03-20
Syllabus (course description and literature).
Textbook: Personal Finance Turning Money into Wealth: Global Edition 5th Edition
Arthur Keown
Mar 2009, Paperback, 672 pages
ISBN13: 9780136077763
ISBN10: 0136077765
This textbook is also available in E-book.
Day: Monday
Date: 2012-02-27
Time: 12:00-15:00
Subject: Introduction/Instructions. Lecture 1: The financial planning process
Room: N450
Lecturer: CL
Other: Read chapters 1 and 2
Day: Tuesday
Date: 2012-02-28
Time: 12:00-15:00
Subject: Lecture 2: Cash management
Room: N450
Lecturer: CL
Other: Chapters 5, 6, 7, 8
Day: Wednesday
Date: 2012-02-29
Time: 12:00-15:00
Subject: Lecture 3: Insurance
Room: N450
Lecturer: CL
Other: Chapters 9 and 10
Day: Thursday
Date: 2012-03-01
Time: 09:00-12:00
Subject: Lecture 4: Investments
Room: N450
Lecturer: CL
Other: Chapters 11, 12, 13, 14, 15
Day: Friday
Date: 2012-03-02
Time: 09:00-12:00
Subject: Lecture 5: Life cycle issues
Room: N450
Lecturer: CL
Other: Chapters 16, 17, 18
Day: Thursday
Date: 2012-03-08
Time: 10:00-12:00
Subject: Open tutoring course project
Lecturer: SA
Other:
Day: Friday
Date: 2012-03-09
Time: 10:00-12:00
Subject: Open tutoring course project
Lecturer: SA
Other:
Day: Tuesday
Date: 2012-03-13
Time: 08:00-17:00
Subject: Seminar: Presentation of the course project
Room: S207
Lecturer: CL
Other: Small groups/ Separate schedule
Day: Wednesday
Date: 2012-03-14
Time: 08:00-17:00
Subject: Seminar: Presentation of the course project
Room: S210
Lecturer: CL
Other: Small groups/ Separate schedule
Day: Thursday
Date: 2012-03-15
Time: 09:00-12:00
Subject: Lecture 6: Time value of the money
Room: BiA201
Lecturer: CL
Other: Chapter 3
Day: Friday
Date: 2012-03-16
Time: 08:00-17:00
Subject: Workshop/ Numerical problems
Room: S104
Lecturer: SA
Other: Separate schedule
Day: Monday
Date: 2012-03-19
Time: 08:00-17:00
Subject: Workshop
Room: S104
Lecturer: SA
Other: Separate schedule
Day: Tuesday
Date: 2012-03-20
Time: 09:00-12:00
Subject: Lecture 7: Putting pieces together
Room: S205h
Lecturer: CL
Other: chapters 4 and 19
Day: Tuesday
Date: 2012-03-20
Time: 13:00-17:00
Subject: Workshop
Room: S104
Lecturer: SA
Other: Separate schedule
Day: Wednesday
Date: 2012-03-21
Time: 09:00-12:00
Subject: Workshop
Room: S104
Lecturer: CL
Other: Separate schedule
Day: Wednesday
Date: 2012-03-28
Time: 09:00-13:00
Subject: Written exam
Room: Sal 4 and 8, ÖP
Lecturer:
Other:
Day: Saturday
Date: 2012-04-28
Time: 09:00-13:00
Subject: Written re-exam
Room: Sal 3, ÖP
Lecturer:
Other:
