Module: 2 - V16
Name of module: Financial Planning
Course: Financial Planning
Course code(s): 2FE121
Syllabus(es): 2FE121
Lecturer: Catherine Lions
E-mail: catherine.lions@umu.se
Other: Updated schedule 2016-02-19.
Mandatory textbook: Charupat N., Huang H. & Milevsky M. (2012). Strategic Financial Planning over The Life Cycle. Cambridge University Press, ISBN 978-0-521-14803-0
Day: Thursday
Date: 2016-02-18
Time: 13-16
Subject: Lecture 1 The Financial Planning Process
Room: Hall C
Lecturer: CL
Other: Chapters 1 and 3
Day: Friday
Date: 2016-02-19
Time: 09-12
Subject: Lecture 2 Time Value of Money
Room: Hall C
Lecturer: CL
Other: Chapter 2
Day: Monday
Date: 2016-02-22
Time: 09-12
Subject: Tutorial 1 Time Value of The Money
Room: S104
Lecturer: CL
Other:
Day: Tuesday
Date: 2016-02-23
Time: 09-12
Subject: Lecture 3 Cash Management
Room: Hall C
Lecturer: CL
Other: Chapters 4 and 5
Day: Wednesday
Date: 2016-02-24
Time: 09-12
Subject: Lecture 4 Insurance
Room: S104
Lecturer: CL
Other: Chapters 7 and 8
Day: Tuesday
Date: 2016-03-01
Time: 09-12
Subject: Lecture 5 Investments
Room: S104
Lecturer: Prof. Tan
Other: Chapters 9 and 10
Day: Wednesday
Date: 2016-03-02
Time: 09-12
Subject: Tutorial 2 Cash and insurance
Room: S104
Lecturer: CL
Other:
Day: Wednesday
Date: 2016-03-02
Time: 13-16
Subject: Tutorial 2 Cash and insurance
Room: Ub338
Lecturer: CL
Other:
Day: Friday
Date: 2016-03-04
Time: 08-10
Subject: Lecture 6 Life cycle issues. Final thoughts.
Room: Hall C
Lecturer: CL
Other: Chapters 11, 12, 13, 15
Day: Friday
Date: 2016-03-04
Time: 10-12
Subject: Guest lecture: Emotional Investments
Room: Hall C
Lecturer: CL + Guest
Other:
Day: Monday
Date: 2016-03-07
Time: 09-16
Subject: Tutorial 3 Investments and Life cycle issues
Room: S104
Lecturer: CL
Other:
Day: Thursday
Date: 2016-03-10
Time: 13-15
Subject: Guest lecture NASDAQ
Room: Hall C
Lecturer: CL + Guest
Other:
Day: Monday
Date: 2016-03-14
Time: 08-12
Subject: Final seminar
Room: S505
Lecturer: CL
Other: Mandatory. Part of examination
Day: Monday
Date: 2016-03-21
Time: 09-13
Subject: Written exam. Please NOTE! Obligatory registration must be done HERE, not later than 10 days before exam. The link opens when the course start.
Room: 1, ÖP
Lecturer:
Other: Mandatory. Part of the examination
