Module: 2 - V20
Name of module: Financial Planning
Course: Financial Markets and Institutions m2
Course code(s): 2FE121
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: Friday
Date: 2020-02-21
Time: 10:15-12
Subject: Presentation of the module
Room: N450
Lecturer: CL
Other:
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
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
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: 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
Day: Monday
Date: 2020-03-16
Time: -23:59
Subject: Deadline to send course paper and self-assessment paper
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: Monday
Date: 2020-03-23
Time: 09:00-13:00
Subject: Final written examination
Room: ÖP
Lecturer:
Other: