Module: 2 - V22
Name of module: Financial Planning
Course: Financial Markets, Institutions and Financial Planning C mod 2
Course code(s): 2FE121
Lecturer: Catherine Lions, Anna Thorsell
E-mail: catherine.lions@umu.se, anna.thorsell@umu.se
Other: Schedule is updated on 2022-02-16.
Day: Friday
Date: 2022-02-18
Time: 09:15-12:00
Subject: Lecture 1 Introduction to the module. The financial planning process
Room: Zoom
Lecturer: AT
Other: Chapter 1
Day: Monday
Date: 2022-02-21
Time: 09:15-12:00
Subject: Lecture 2 Time value of money
Room: Zoom
Lecturer: AT
Other: Chapter 2
Day: Wednesday
Date: 2022-02-23
Time: 09:15-12:00
Subject: Lecture 3 Personal balance sheet and Consumption smoothing
Room: Zoom
Lecturer: AT
Other: Note! New day! Chapter 3 and 4
Day: Thursday
Date: 2022-02-24
Time: 09:15-12:00
Subject: Lecture 4 Mortgage loans
Room: Zoom
Lecturer: AT
Other: Chapter 5
Day: Monday
Date: 2022-02-28
Time: 09:15-12:00
Subject: Lecture 5 Insurance and protection
Room: Zoom
Lecturer: AT
Other: Chapter 7 and 8
Day: Tuesday
Date: 2022-03-01
Time: 09:15-12:00
Subject: Lecture 6 Investments
Room: Zoom
Lecturer: AT
Other: Chapter 9
Day: Thursday
Date: 2022-03-03
Time: 09:15-12:00
Subject: Lecture 7 Diversification and portfolio construction
Room: Zoom
Lecturer: AT
Other: Chapter 10
Day: Monday
Date: 2022-03-07
Time: 09:15-12:00
Subject: Lecture 8 Life cycle issues: housing
Room: Zoom
Lecturer: CL
Other: Chapter 11
Day: Tuesday
Date: 2022-03-08
Time: 09:15-12:00
Subject: Lecture 9 Life cycle issues: pensions
Room: Zoom
Lecturer: CL
Other: Chapters 12 and 15
Day: Thursday
Date: 2022-03-10
Time: 09:15-12:00
Subject: Lecture 10 Conclusions, review and exam preparation
Room: Zoom
Lecturer: CL
Other: All materials
Day: Monday
Date: 2022-03-14
Time: 13:00-16:00
Subject: Open consulting
Lecturer: CL
Other: Drop in or book a time. Can be on Zoom or campus.
Day: Tuesday
Date: 2022-03-15
Time: 08:00-17:00
Subject: Final seminar
Room: S307
Lecturer: CL
Other: Each group of students will attend a 2-hour mandatory seminar on 03/15, 03/16 or 03/17. Mandatory, part of the examination.
Day: Wednesday
Date: 2022-03-16
Time: 08:00-17:00
Subject: Final seminar
Room: S307
Lecturer: CL
Other:
Day: Thursday
Date: 2022-03-17
Time: 08:00-17:00
Subject: Final seminar
Room: S307
Lecturer: CL
Other:
Day: Friday
Date: 2022-03-18
Time: 13:00-15:00
Subject: Open Consulting
Lecturer: AT
Other: Drop in or book a time. Can be on Zoom or campus.
Day: Friday
Date: 2022-03-18
Time: 15:00-17:00
Subject: Open consulting
Lecturer: CL
Other: Drop in or book a time. Can be on Zoom or campus.
Day: Tuesday
Date: 2022-03-22
Time: 13:00-17:00
Subject: Final written exam
Room: Aula Nordica
Lecturer: CL
Other: Mandatory. Part of the examination.
Day: Monday
Date: 2022-05-02
Time: 13:00-17:00
Subject: Re-exam
Room: Östra paviljongen
Lecturer: AT
Other:
