Module: 2 - V14
Name of module: Financial Planning
Course: Financial Markets, Institutions and Financial Planning, mom 2
Course code(s): 2FE121
Syllabus(es): 2FE121
Lecturer: Catherine Lions, Anna Thorsell, Nicha Lapanan
E-mail: catherine.lions@usbe.umu.se, anna.thorsell@usbe.umu.se, nicha.lapanan@usbe.umu.se,
Other: Schedule updated 2014-02-26
Textbook: Charupat, Huang and Milevsky (2012). Strategic Financial Planning Over The Lifecycle. Cambridge Press, ISBN 978-0-521-14803-0
Day: Monday
Date: 2014-02-24
Time: 09:00-12:00
Subject: Course introduction. The Financial Planning Process.
Room: S104
Lecturer: AT
Other: Read ch. 3
Day: Tuesday
Date: 2014-02-25
Time: 09:00-12:00
Subject: Time value of money
Room: S104
Lecturer: AT
Other: Read ch. 2
Day: Thursday
Date: 2014-02-27
Time: 10:00-12:00
Subject: Cash management
Room: S104
Lecturer: AT
Other: Read ch. 5, 11
Day: Monday
Date: 2014-03-03
Time: 10:00-12:00
Subject: Insurance
Room: S104
Lecturer: AT
Other: Read ch. 7, 8
Day: Tuesday
Date: 2014-03-04
Time: 09:00-12:00
Subject: Investments
Room: S104
Lecturer: AT
Other: Read ch. 9, 10
Day: Thursday
Date: 2014-03-06
Time: 10:00-12:00
Subject: Life cycle issues
Room: S104
Lecturer: AT
Other: Read ch. 4, 12
Day: Wednesday
Date: 2014-03-12
Time: 09:00-16:00
Subject: Workshop 2
Room: S306
Lecturer: NL
Other:
Day: Monday
Date: 2014-03-17
Time: 08:00-17:00
Subject: Groupwork course project
Lecturer: CL
Other:
Day: Tuesday
Date: 2014-03-18
Time: 08:00-17:00
Subject: Groupwork course project
Lecturer: CL
Other:
Day: Wednesday
Date: 2014-03-19
Time: 08:00-17:00
Subject: Groupwork course project
Lecturer: CL
Other:
Day: Thursday
Date: 2014-03-20
Time: 08:00-17:00
Subject: Final seminar
Room: S207
Lecturer: CL
Other: Separate schedule
Day: Friday
Date: 2014-03-21
Time: 08:00-17:00
Subject: Final seminar
Room: S207
Lecturer: CL
Other: Separate schedule
Day: Wednesday
Date: 2014-03-26
Time: 09:00-13:00
Subject: Exam, Please NOTE! Obligatory registration must be done HERE, not later than 9 days before exam.
Room: 5, ÖP
Lecturer:
Other:
