Financial Planning

Module: 2 - V15

Name of module: Financial Planning

Course: Financial Markets, Institutions and Financial Planning, mod 2

Course code(s): 2FE121

Syllabus(es): 2FE121

Maps: www.umu.se/english/about-umu/campus-maps

Lecturer: Anna Thorsell

Telephone: 090-786 92 13

E-mail: anna.thorsell@usbe.umu.se

Other: Last update 2015-03-16

Day

Date

Time

Subject

Room

Lecturer

Note

WEEK 08

Day: Thursday

Date: 2015-02-19

Time: 10-12

Subject: Course introduction and the financial planning process

Room: N430

Lecturer: AT

Other: Read ch. 3

Day: Friday

Date: 2015-02-20

Time: 10-12

Subject: Time Value of Money

Room: s104

Lecturer: AT

Other: Read ch. 2

WEEK 09

Day: Monday

Date: 2015-02-23

Time: 10-12

Subject: Workshop 1 - group A

Room: N350

Lecturer: AT

Other: Print questions from Cambro

Day: Monday

Date: 2015-02-23

Time: 13-15

Subject: Workshop 1 - group B

Room: s307

Lecturer: AT

Other: Print questions from Cambro

Day: Tuesday

Date: 2015-02-24

Time: 10-12

Subject: Cash management and beginning Insurance

Room: s104

Lecturer: AT

Other: Read ch. 5 & 11

Day: Wednesday

Date: 2015-02-25

Time: 10-11

Subject: Guestlecturer: Financial Advisor from Swedbank

Room: s312

Lecturer: AT

Other:

Day: Wednesday

Date: 2015-02-25

Time: 11-12

Subject: Insurance

Room: s312

Lecturer: AT

Other: Read ch. 7 & 8

Day: Thursday

Date: 2015-02-26

Time: 10-12

Subject: Workshop 2 - group B

Room: s304

Lecturer: AT

Other: Print questions from Cambro

Day: Thursday

Date: 2015-02-26

Time: 13-15

Subject: Workshop 2 - group A

Room: s304

Lecturer: AT

Other: Print questions from Cambro

Day: Friday

Date: 2015-02-27

Time: 11-12

Subject: Consulting

Room: Office

Lecturer: AT

Other:

WEEK 10

Day: Monday

Date: 2015-03-02

Time: 10-12

Subject: Investments

Room: UB333

Lecturer: AT

Other: Read ch. 9 & 10

Day: Tuesday

Date: 2015-03-03

Time: 11-12

Subject: Consulting

Room: Office

Lecturer: AT

Other:

Day: Wednesday

Date: 2015-03-04

Time: 09-12

Subject: Life cycle issues

Room: s104

Lecturer: AT

Other: Read ch. 4 & 12

Day: Thursday

Date: 2015-03-05

Time: 08-10

Subject: Workshop 3 - group A

Room: s309

Lecturer: AT

Other: Print questions from Cambro

Day: Thursday

Date: 2015-03-05

Time: 10-12

Subject: Workshop 3 - group B

Room: s309

Lecturer: AT

Other: Print questions from Cambro

Day: Thursday

Date: 2015-03-05

Time: 14-15

Subject: Consulting

Room: Office

Lecturer: AT

Other:

WEEK 11

Day: Monday

Date: 2015-03-09

Time: -

Subject: Consulting by e-mail

Room: E-mail

Lecturer: AT

Other:

Day: Tuesday

Date: 2015-03-10

Time: -

Subject: Consulting by e-mail

Room: E-mail

Lecturer: AT

Other:

Day: Wednesday

Date: 2015-03-11

Time: -

Subject: Consulting by e-mail

Room: E-mail

Lecturer: AT

Other:

Day: Thursday

Date: 2015-03-12

Time: -

Subject: Consulting by e-mail

Room: E-mail

Lecturer: AT

Other:

Day: Friday

Date: 2015-03-13

Time: -12

Subject: Latest submission of course paper

Room: Cambro

Lecturer: AT

Other: Part of examination

WEEK 12

Day: Tuesday

Date: 2015-03-17

Time: 08-15

Subject: Seminars

Room: Ub336

Lecturer: AT

Other: Part of examination. See separate schedule in Cambro.

Day: Wednesday

Date: 2015-03-18

Time: 08-15

Subject: Seminars

Room: HC102

Lecturer: AT

Other: Part of examination. See separate schedule in Cambro.

Day: Thursday

Date: 2015-03-19

Time: 11-12

Subject: Consulting

Room: Office

Lecturer: AT

Other:

Day: Friday

Date: 2015-03-20

Time: 13-14

Subject: Consulting

Room: Office

Lecturer: AT

Other:

WEEK 13

Day: Monday

Date: 2015-03-23

Time: 16-20

Subject: Exam Please NOTE! Obligatory registration must be done HERE, not later than 10 days before exam. The link opens when the course start.

Room: ÖP 1

Lecturer: AT

Other: Part of examination

WEEK 15

Day: Friday

Date: 2015-04-10

Time: -12

Subject: Exam results available in Cambro

Room: Cambro

Lecturer: AT

Other:

WEEK 16

Day: Monday

Date: 2015-04-13

Time: 15-17

Subject: Exam review

Room: s312

Lecturer: AT

Other:

WEEK 17

Day: Saturday

Date: 2015-04-25

Time: 09-13

Subject: Re-Exam Please NOTE! Obligatory registration must be done HERE, not later than10 days before re-exam. The link opens after the first exam date has passed.

Room: ÖP 8

Lecturer: AT

Other: