Financial Planning

Module: 2 - V23

Name of module: Financial Planning

Course: Financial Planning

Course code(s): 2FE121

Syllabus(es): 2FE121 (in English)  

Homepage: www.canvas.umu.se/

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

Lecturer: Catherine Lions, Anna Thorsell

E-mail: catherine.lions@umu.se, anna.thorsell@umu.se

Other: Schedule is updated on 2023 03 15.

Day

Date

Time

Subject

Room

Lecturer

Note

WEEK 07

Day: Thursday

Date: 2023-02-16

Time: 09:15-12:00

Subject: Introduction and instructions.

Room: S213

Lecturer: Anna Thorsell

Other:

WEEK 08

Day: Monday

Date: 2023-02-20

Time: 09:15-12:00

Subject: Time Value Of Money

Room: S213

Lecturer: Anna Thorsell

Other:

Day: Wednesday

Date: 2023-02-22

Time: 09:15-12:00

Subject: Balance Sheet and Consumption Smoothing

Room: S213

Lecturer: Anna Thorsell

Other:

Day: Thursday

Date: 2023-02-23

Time: 09:15-12:00

Subject: Mortgage Loans

Room: S213

Lecturer: Anna Thorsell

Other:

WEEK 09

Day: Monday

Date: 2023-02-27

Time: 09:15-12:00

Subject: Insurance

Room: S213

Lecturer: Anna Thorsell

Other:

Day: Tuesday

Date: 2023-02-28

Time: 09:15-12:00

Subject: Investments

Room: Cancelled

Lecturer:

Other:

Day: Thursday

Date: 2023-03-02

Time: 09:15-12:00

Subject: Investments

Room: Zoom

Lecturer: Catherine Lions

Other:

Day: Friday

Date: 2023-03-03

Time: 09:15-12:00

Subject: Portfolio construction

Room: Zoom

Lecturer: Catherine Lions

Other:

WEEK 10

Day: Monday

Date: 2023-03-06

Time: 09:15-12:00

Subject: Life cycle issues: Housing

Room: Cancelled

Lecturer:

Other:

Day: Tuesday

Date: 2023-03-07

Time: 09:15-12:00

Subject: Life cycle issues: Housing

Room: S213

Lecturer: Catherine Lions

Other:

Day: Thursday

Date: 2023-03-09

Time: 09:15-12:00

Subject: Life cycle issues: Pensions

Room: S213

Lecturer: Catherine Lions

Other:

WEEK 11

Day: Monday

Date: 2023-03-13

Time: 08:15-17:00

Subject: Final seminar

Room: S302

Lecturer: Catherine Lions

Other: Mandatory. Each student will attend a 2-hour seminar according to separate schedule.

Day: Monday

Date: 2023-03-13

Time: 09:00-11:00

Subject: Open Consulting for the Exam

Lecturer: Anna Thorsell

Other: Book a time in Canvas

Day: Tuesday

Date: 2023-03-14

Time: 08:15-17:00

Subject: Final seminar

Room: S302

Lecturer: Catherine Lions

Other:

Day: Wednesday

Date: 2023-03-15

Time: 08:15-17:00

Subject: Final seminar

Room: S302

Lecturer: Catherine Lions

Other:

Day: Thursday

Date: 2023-03-16

Time: 10:00-12:00

Subject: Open Consulting for the Exam

Room: Zoom

Lecturer: Anna Thorsell

Other: Book a time in Canvas

Day: Friday

Date: 2023-03-17

Time: 15:00-17:00

Subject: Open Consulting for the Exam

Room: Zoom

Lecturer: Anna Thorsell

Other: Book a time in Canvas

WEEK 12

Day: Monday

Date: 2023-03-20

Time: 10:00-12:00

Subject: Open Consulting for the Exam

Room: Zoom

Lecturer: Anna Thorsell

Other: Book a time in Canvas

Day: Tuesday

Date: 2023-03-21

Time: 13:00-17:00

Subject: Final written exam

Room: ÖP

Lecturer:

Other: Mandatory. Separate registration.

WEEK 18

Day: Tuesday

Date: 2023-05-02

Time: 13:00-17:00

Subject: Re-take exam

Room: ÖP

Lecturer:

Other: