Module: 2 - V17
Name of module: Financial Planning
Course: Financial Markets, Institutions and Financial planning
Course code(s): 2FE121
Lecturer: Catherine Lions
E-mail: catherine.lions@umu.se
Other: 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: 2017-02-16
Time: 09-12
Subject: Lecture 1: The financial planning process
Room: S312
Lecturer: CL
Other: chapters 1 and 3
Day: Friday
Date: 2017-02-17
Time: 09-12
Subject: Lecture 2: Time value of the money
Room: S305Flex
Lecturer: CL
Other: chapter 2
Day: Monday
Date: 2017-02-20
Time: 09-12
Subject: Lecture 3: Time value of the money (2)
Room: S104
Lecturer: CL
Other:
Day: Tuesday
Date: 2017-02-21
Time: 09-12
Subject: Lecture 4: Cash management
Room: S305Flex
Lecturer: CL
Other: chapters 4 and 5
Day: Wednesday
Date: 2017-02-22
Time: 09-12
Subject: Lecture 5: Insurance
Room: N300
Lecturer: CL
Other: chapters 7 and 8
Day: Thursday
Date: 2017-02-23
Time: 09-12
Subject: Lecture 6: Cash management and Insurance (2)
Room: S312
Lecturer: CL
Other:
Day: Monday
Date: 2017-02-27
Time: 09-12
Subject: Lecture 7: Investments
Room: N300
Lecturer: CL
Other: chapters 9 and 10
Day: Tuesday
Date: 2017-02-28
Time: 09-12
Subject: Lecture 8: Life cycle issues
Room: S305Flex
Lecturer: CL
Other: chapters 11, 12, 13, 15
Day: Wednesday
Date: 2017-03-01
Time: 09-12
Subject: Lecture 9: Investments and life cycle issues (2)
Room: N300
Lecturer: CL
Other:
Day: Thursday
Date: 2017-03-09
Time: 10-12
Subject: Guest Lecture: Emotional investments
Room: S305Flex
Lecturer: CL + EV
Other:
Day: Tuesday
Date: 2017-03-14
Time: 08-17
Subject: course project seminar
Room: S309
Lecturer: CL
Other: small groups.Mandatory. Part of the examination.
Day: Wednesday
Date: 2017-03-15
Time: 08-17
Subject: course project seminar
Room: S506
Lecturer: CL
Other: small groups. Mandatory. Part of the examination.
Day: Thursday
Date: 2017-03-16
Time: 09-12
Subject: Extra workshop
Room: S305Flex
Lecturer: CL
Other:
Day: Tuesday
Date: 2017-03-21
Time: 09:00-13:00
Subject: Written Final Examination; Please NOTE! Obligatory registration must be done HERE, not later than 10 days before exam. The exam registration opens when the course start.
Room: 6, ÖP
Lecturer:
Other:
