Module: 2 - V21
Name of module: Financial Planning
Course: Financial Markets and Institutions m2
Course code(s): 2FE121
Lecturer: Catherine Lions, Anna Thorsell
E-mail: catherine.lions@umu.se, anna.thorsell@umu.se
Other: Tentative schedule. 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: 2021-02-19
Time: 09:15-12:00
Subject: Lecture 1; The Financial Planning Process
Room: Zoom
Lecturer: AT
Other: Chapters 1 and 3
Day: Monday
Date: 2021-02-22
Time: 09:15-12:00
Subject: Lecture 2; Time Value of Money
Room: Zoom
Lecturer: AT
Other: Chapter 2
Day: Tuesday
Date: 2021-02-23
Time: 09:15-12:00
Subject: Lecture 3; Consumption Smoothing
Room: Zoom
Lecturer: AT
Other: Chapter 4
Day: Thursday
Date: 2021-02-25
Time: 09:15-12:00
Subject: Lecture 4; Mortgage Loans
Room: Zoom
Lecturer: AT
Other: Chapter 5
Day: Monday
Date: 2021-03-01
Time: 09:15-12:00
Subject: Lecture 5; Insurance and Protection
Room: Zoom
Lecturer: AT
Other: Chapters 7 and 8
Day: Tuesday
Date: 2021-03-02
Time: 09:15-12:00
Subject: Lecture 6; Investments
Room: Zoom
Lecturer: AT
Other: Chapters 9 and 10
Day: Thursday
Date: 2021-03-04
Time: 09:15-12:00
Subject: Lecture 7; Portfolio Construction
Room: Zoom
Lecturer: AT
Other: Chapter 11
Day: Monday
Date: 2021-03-08
Time: 09:15-12:00
Subject: Lecture 8; Life Cycle Issues: Housing
Room: Zoom
Lecturer: AT
Other: Chapter 12
Day: Tuesday
Date: 2021-03-09
Time: 09:15-12:00
Subject: Lecture 9; Life Cycle Issues: Pension
Room: Zoom
Lecturer: AT
Other: Chapter 15
Day: Thursday
Date: 2021-03-11
Time: 09:15-12:00
Subject: Lecture 10; Q&A session on demand for preparing exam
Room: Zoom
Lecturer: AT
Other: Questions sent to Anna before the class
Day: Tuesday
Date: 2021-03-16
Time: 08:15-17:00
Subject: Final seminar
Room: Zoom
Lecturer: CL
Other: Mandatory. Each student will attend a 2-hour seminar
Day: Wednesday
Date: 2021-03-17
Time: 08:15-17:00
Subject: Final seminar
Room: Zoom
Lecturer: CL
Other:
Day: Thursday
Date: 2021-03-18
Time: 08:15-17:00
Subject: Final seminar
Room: Zoom
Lecturer: CL
Other:
Day: Tuesday
Date: 2021-03-23
Time: 09:00-13:00
Subject: Final written exam
Room: Cambro
Lecturer: CL
Other: Mandatory
Day: Monday
Date: 2021-05-03
Time: 14:00-18:00
Subject: Re-exam
Room: Cambro
Lecturer: CL
Other:
