Financial Planning

Module: 2 - V20

Name of module: Financial Planning

Course: Financial Markets and Institutions m2

Course code(s): 2FE121

Syllabus(es): 2FE121

Studenter: 24437, A2439

Homepage: www.cambro.umu.se

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

Lecturer: Catherine Lions

E-mail: catherine.lions@umu.se

Other: Schedule is updated 2020-02-26. Exam day is changed!
Mandatory Textbook

Charupat, Huang and Milevsky (2012). Strategic Financial Planning Over The Lifecycle. Cambridge Press, ISBN 978-0-521-14803-0. Also available as e-book.

Day

Date

Time

Subject

Room

Lecturer

Note

WEEK 08

Day: Friday

Date: 2020-02-21

Time: 10:15-12

Subject: Presentation of the module

Room: N450

Lecturer: CL

Other:

WEEK 09

Day: Monday

Date: 2020-02-24

Time: 13:15-16

Subject: Lecture 1 The financial planning process

Room: S305Flex

Lecturer: CL

Other: Chapter 1 and 3, articles

Day: Tuesday

Date: 2020-02-25

Time: 13:15-16

Subject: Lecture 2: Time value of money

Room: S305Flex

Lecturer: CL

Other: Chapter 2

Day: Wednesday

Date: 2020-02-26

Time: 10-12

Subject: Open consulting

Room: CL office

Lecturer: CL

Other:

Day: Wednesday

Date: 2020-02-26

Time: 13:15-16

Subject: Lecture 3: Consumption smoothing

Room: S104

Lecturer: CL

Other: chapter 4

WEEK 10

Day: Wednesday

Date: 2020-03-04

Time: 09:15-12

Subject: Lecture 4: Mortgage loans

Room: S305-Flex

Lecturer: CL

Other: Chapter 5

Day: Thursday

Date: 2020-03-05

Time: 09:15-12

Subject: Lecture 5 Insurance and protection

Room: S305-Flex

Lecturer: CL

Other: Chapter 7 and 8

Day: Friday

Date: 2020-03-06

Time: 09:15-12

Subject: Lecture 6: Investments

Room: S312

Lecturer: CL

Other: Chapter 9

WEEK 11

Day: Monday

Date: 2020-03-09

Time: 09:15-12

Subject: Lecture 7 Diversification and portfolio construction

Room: S305-Flex

Lecturer: CL

Other: Chapter 10

Day: Tuesday

Date: 2020-03-10

Time: 09:15-12

Subject: Lecture 8 Life cycle issues: housing

Room: S312

Lecturer: CL

Other: Chapter 11

Day: Tuesday

Date: 2020-03-10

Time: 13-15

Subject: Open consulting

Room:

Lecturer: CL

Other:

Day: Wednesday

Date: 2020-03-11

Time: 09:15-12

Subject: Lecture 9: Life cycle issues: pension

Room: S305-Flex

Lecturer: CL

Other: Chapter 12 and 15

WEEK 12

Day: Monday

Date: 2020-03-16

Time: -23:59

Subject: Deadline to send course paper and self-assessment paper

Room:

Lecturer: CL

Other:

Day: Tuesday

Date: 2020-03-17

Time: 08-17

Subject: Seminar course project

Room: S305-Flex

Lecturer: CL

Other:

Day: Wednesday

Date: 2020-03-18

Time: 08-17

Subject: Seminar course project

Room: S306

Lecturer: CL

Other:

Day: Thursday

Date: 2020-03-19

Time: 13-15

Subject: Open consulting

Room:

Lecturer: CL

Other:

Day: Friday

Date: 2020-03-20

Time: 13-15

Subject: Open consulting

Room:

Lecturer: CL

Other:

WEEK 13

Day: Monday

Date: 2020-03-23

Time: 09:00-13:00

Subject: Final written examination

Room: ÖP

Lecturer:

Other:

WEEK 19

Day: Monday

Date: 2020-05-04

Time: 14-18

Subject: Re-exam

Room: ÖP

Lecturer:

Other: