Module: 2 - V13
Name of module: Financial Planning
Course: Financial Markets, Institutions and Financial Planning C, mod 2
Course code(s): 2FE121
Syllabus(es): 2FE121
Lecturer: Catherine Lions, Nicha Lapanan, Anna Thorsell
E-mail: catherine.lions@usbe.umu.se, nicha.lapanan@usbe.umu.se, anna.thorsell@usbe.umu.se
Other: Updated schedule 2013-03-20
Mandatory textbook: Keown Arthur (2012) Personal Finance: Turning Money Into Wealth, 6th Edition, Pearson. Available in paper and electronic versions.
Day: Monday
Date: 2013-02-25
Time: 09:00-12:00
Subject: Course introduction. Lecture 1 The Financial Planning Process.
Room: Hall C
Lecturer: AT
Other: Mandatory. Chapters 1 and 2
Day: Tuesday
Date: 2013-02-26
Time: 09:00-12:00
Subject: Lecture 2 Cash Management
Room: Hall C
Lecturer: AT
Other: Chapters 5 to 8
Day: Thursday
Date: 2013-02-28
Time: 09:00-12:00
Subject: Lecture 3 Insurance
Room: Hall C
Lecturer: AT
Other: Chapters 9 and 10
Day: Monday
Date: 2013-03-04
Time: 09:00-12:00
Subject: Lecture 4 Investments
Room: Hall C
Lecturer: AT
Other: Chapters 11 to 15
Day: Tuesday
Date: 2013-03-05
Time: 09:00-12:00
Subject: Lecture 5 Life Cycle Issues
Room: Hall C
Lecturer: AT
Other: Chapters 16 and 17
Day: Thursday
Date: 2013-03-07
Time: 09:00-12:00
Subject: Lecture 6 Time Value of Money
Room: Hall C
Lecturer: AT
Other: Chapter 3
Day: Friday
Date: 2013-03-08
Time: 12:00-15:00
Subject: Office hours Course Project
Lecturer: CL
Other:
Day: Monday
Date: 2013-03-11
Time: 09:00-16:00
Subject: Workshop 1
Room: S313
Lecturer: NL
Other: Prepare numerical problems
Day: Wednesday
Date: 2013-03-13
Time: 09:00-16:00
Subject: Workshop 2
Room: Ub337
Lecturer: NL
Other: Prepare numerical problems
Day: Friday
Date: 2013-03-15
Time: 09:00-16:00
Subject: Workshop 3
Room: S313
Lecturer: NL
Other: Prepare numerical problems
Day: Monday
Date: 2013-03-18
Time: 08:00-17:00
Subject: Groupwork course project
Lecturer:
Other:
Day: Tuesday
Date: 2013-03-19
Time: 08:00-17:00
Subject: Groupwork course project
Lecturer:
Other:
Day: Wednesday
Date: 2013-03-20
Time: 08:00-17:00
Subject: Final seminar
Room: S302
Lecturer: CL
Other: Separate schedule
Day: Thursday
Date: 2013-03-21
Time: 08:00-17:00
Subject: Final seminar
Room: S207
Lecturer: CL
Other: Separate schedule
Day: Friday
Date: 2013-03-22
Time: 09:00-12:00
Subject: Lecture 7 Putting all pieces together. Conclusions
Room: Hall C
Lecturer: CL
Other: Articles
Day: Monday
Date: 2013-03-25
Time: 13:00-15:00
Subject: Consulting
Room: Office
Lecturer: AT, NL, CL
Other:
Day: Tuesday
Date: 2013-03-26
Time: 13:00-15:00
Subject: Consulting
Room: Office
Lecturer: AT, NL
Other:
Day: Thursday
Date: 2013-03-28
Time: 09:00-13:00
Subject: Written exam
Room: ÖP, room 6
Lecturer:
Other:
Day: Wednesday
Date: 2013-04-24
Time: 13:15-15:00
Subject: Exam review
Room: S306
Lecturer: CL
Other:
Day: Saturday
Date: 2013-04-27
Time: 09:00-13:00
Subject: Written Re-exam, Please NOTE! Obligatory registration must be done HERE, not later than 9 days before re-exam
Room: ÖP, room 1
Lecturer:
Other:
