Financial Planning

Module: 2 - V18

Name of module: Financial Planning

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

Course code(s): 2FE121

Syllabus(es): 2FE121

Homepage: www.cambro.umu.se

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

Lecturer: Anna Thorsell

Telephone: 090-7869213

E-mail: anna.thorsell@umu.se

Other: Last update 2018-03-07

Day

Date

Time

Subject

Room

Lecturer

Note

WEEK 07

Day: Thursday

Date: 2018-02-15

Time: 13-16

Subject: The Financial Planning Process

Room: S312

Lecturer: AT

Other: Read ch. 1 & 3

Day: Friday

Date: 2018-02-16

Time: 13-15

Subject: Time Value of Money

Room: S104

Lecturer: AT

Other: Read ch. 2

WEEK 08

Day: Monday

Date: 2018-02-19

Time: 09-12

Subject: Time Value of Money (2)

Room: S209

Lecturer: AT

Other:

Day: Tuesday

Date: 2018-02-20

Time: 13-15

Subject: Cash Management

Room: S104

Lecturer: AT

Other: Read ch. 4, 5 & 11

Day: Wednesday

Date: 2018-02-21

Time: 13-15

Subject: Insurance

Room: UB333

Lecturer: AT

Other: Read ch. 7 & 8

Day: Thursday

Date: 2018-02-22

Time: 13-15

Subject: Cash Management & Insurance (2)

Room: S104

Lecturer: AT

Other:

Day: Friday

Date: 2018-02-23

Time: 10-12

Subject: Consulting

Room: Office

Lecturer: AT

Other:

WEEK 09

Day: Monday

Date: 2018-02-26

Time: 13-15

Subject: Investments

Room: UB333

Lecturer: AT

Other: Read ch. 9 & 10

Day: Tuesday

Date: 2018-02-27

Time: 10-12

Subject: Life Cycle Issues

Room: S104

Lecturer: AT

Other: Read ch. 12 & 15

Day: Wednesday

Date: 2018-02-28

Time: 15-17

Subject: Investments & Life Cycle Issues (2)

Room: S104

Lecturer: AT

Other:

Day: Friday

Date: 2018-03-02

Time: 10-12

Subject: Consulting

Room: Office

Lecturer: AT

Other:

WEEK 10

Day: Monday

Date: 2018-03-05

Time: 10-12

Subject: Guest Lecture: Behavioral Finance and Emotional Investments

Room: S104

Lecturer:

Other: Oscar Stålnacke

Day: Wednesday

Date: 2018-03-07

Time: 10-12

Subject: Consulting

Room: Office

Lecturer: AT

Other:

Day: Friday

Date: 2018-03-09

Time: 13-15

Subject: Consulting

Room: Office

Lecturer: AT

Other:

WEEK 11

Day: Monday

Date: 2018-03-12

Time: -

Subject: Consulting by e-mail

Room:

Lecturer: AT

Other:

Day: Tuesday

Date: 2018-03-13

Time: -17

Subject: Latest submission of course paper

Room: Cambro

Lecturer: AT

Other: Part of examination

Day: Tuesday

Date: 2018-03-13

Time: -

Subject: Consulting by e-mail

Room:

Lecturer: AT

Other:

Day: Wednesday

Date: 2018-03-14

Time: -

Subject: Consulting by e-mail

Room:

Lecturer: AT

Other:

Day: Thursday

Date: 2018-03-15

Time: 10-17

Subject: Course Project Seminars

Room: s303

Lecturer: AT

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

Day: Friday

Date: 2018-03-16

Time: 10-12

Subject: Consulting

Room: Office

Lecturer: AT

Other:

WEEK 12

Day: Monday

Date: 2018-03-19

Time: 09-13

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

Lecturer: AT

Other:

WEEK 17

Day: Saturday

Date: 2018-04-28

Time: 09-13

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

Room: ÖP

Lecturer:

Other: