Financial Planning

Module: 2 - V08

Name of module: Financial Planning

Course: Financial Markets, Institutions and Financial Planning C

Course code(s): 2FE121

Syllabus(es): 2FE121

Homepage: www.usbe.umu.se/kursweb/vt08/2fe121mom2

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

Lecturer: Claes-Göran Larsson, Anna Thorsell

Telephone: 090-786 9552, 090-786 9213

E-mail: Claes-Goran.Larsson@usbe.umu.se, Anna.Thorsell@usbe.umu.se

Other: ATTENTION! Preliminary schedule
Syllabus (course description and literature)

Day

Date

Time

Subject

Room

Lecturer

Note

WEEK 09

Day: Monday

Date: 2008-02-25

Time: 10:00-12:00

Subject: Introduction, Instructions for case I and II.

Room: N320

Lecturer: CGL,AT

Other:

Day: Tuesday

Date: 2008-02-26

Time: 10:00-12:00

Subject: Financial Planning

Room: N360

Lecturer: CGL

Other:

Day: Wednesday

Date: 2008-02-27

Time: 10:00-12:00

Subject: Time value of money,

Room: N450

Lecturer: CGL

Other:

Day: Wednesday

Date: 2008-02-27

Time: 13:00-17:00

Subject: Supervising, case I

Room: Office

Lecturer: CGL

Other:

Day: Thursday

Date: 2008-02-28

Time: 13:00-15:00

Subject: Workshop, Time value of money

Room: s303

Lecturer: AT

Other: Group 1 -4

Day: Thursday

Date: 2008-02-28

Time: 15:00-17:00

Subject: Workshop, Time value of money

Room: s303

Lecturer: AT

Other: Group 5 -8

Day: Friday

Date: 2008-02-29

Time: 08:00-10:00

Subject: Workshop, Time value of money

Room: s302

Lecturer: AT

Other: Group 9 - 12

Day: Friday

Date: 2008-02-29

Time: 10:00-12:00

Subject: Workshop, Time value of money

Room: s302

Lecturer: AT

Other: Group 13 - 16

Day: Friday

Date: 2008-02-29

Time: 13:00-17:00

Subject: Supervising, case I

Room: Office

Lecturer: CGL

Other:

WEEK 10

Day: Tuesday

Date: 2008-03-04

Time: 10:00-12:00

Subject: Portfolio Management

Room: hsalC

Lecturer: CGL

Other:

Day: Tuesday

Date: 2008-03-04

Time: 15:00-17:00

Subject: Supervising case I

Room: Office

Lecturer: CGL

Other:

Day: Wednesday

Date: 2008-03-05

Time: 10:00-12:00

Subject: International Financial Products

Room: MA121

Lecturer: CGL

Other:

Day: Thursday

Date: 2008-03-06

Time: 10-12:00

Subject: International Financial Products

Room: s205h

Lecturer: CGL

Other:

Day: Friday

Date: 2008-03-07

Time: 15:00-17:00

Subject: Exchange of Case Study 1

Room: s 304

Lecturer: CGl

Other:

WEEK 11

Day: Monday

Date: 2008-03-10

Time: 10:00-12:00

Subject: Riskprofiles, Standards for Financial Advising

Room: Ub339

Lecturer: CGL

Other:

Day: Tuesday

Date: 2008-03-11

Time: 08:00-10:00

Subject: Seminars, gr 1-3

Room: s206

Lecturer: CGL

Other: Attendance mandatory

Day: Tuesday

Date: 2008-03-11

Time: 10:00-12:00

Subject: Seminars, gr 4-6

Room: s206

Lecturer: CGL

Other: Attendance mandatory

WEEK 12

Day: Monday

Date: 2008-03-17

Time: 08:00-10:00

Subject: Seminars, gr 7-10

Room: s302

Lecturer: CGL

Other: Attendance mandatory

Day: Monday

Date: 2008-03-17

Time: 10:00-12:00

Subject: Seminars, gr 11-13

Room: s302

Lecturer: CGL

Other: Attendance mandatory

Day: Monday

Date: 2008-03-17

Time: 13:00-17:00

Subject: Supervising Case II

Room: Office

Lecturer: AT

Other:

Day: Tuesday

Date: 2008-03-18

Time: 13:00-17:00

Subject: Supervising Case II

Room: Office

Lecturer: AT

Other:

Day: Thursday

Date: 2008-03-20

Time: -11:00

Subject: Deadline Case II

Lecturer: AT

Other: Send by e-mail to opponent

WEEK 13

Day: Tuesday

Date: 2008-03-25

Time: 13:00-14:00

Subject: Seminars Case II - A

Room: s310

Lecturer: AT

Other: Attendance mandatory

Day: Tuesday

Date: 2008-03-25

Time: 14:00-15:00

Subject: Seminars Case II - B

Room: s310

Lecturer: AT

Other: Attendance mandatory

Day: Tuesday

Date: 2008-03-25

Time: 15:00-16:00

Subject: Seminars Case II - C

Room: s310

Lecturer: AT

Other: Attendance mandatory

Day: Tuesday

Date: 2008-03-25

Time: 16:00-17:00

Subject: Seminars Case II - D

Room: s310

Lecturer: AT

Other: Attendance mandatory

Day: Wednesday

Date: 2008-03-26

Time: 13:00-14:00

Subject: Seminars Case II - E

Room: s206

Lecturer: AT

Other: Attendance mandatory

Day: Wednesday

Date: 2008-03-26

Time: 14:00-15:00

Subject: Seminars Case II - F

Room: s206

Lecturer: AT

Other: Attendance mandatory

Day: Wednesday

Date: 2008-03-26

Time: 15:00-16:00

Subject: Seminars Case II - G

Room: s206

Lecturer: AT

Other: Attendance mandatory

Day: Wednesday

Date: 2008-03-26

Time: 16:00-17:00

Subject: Seminars Case II - H

Room: s206

Lecturer: AT

Other: Attendance mandatory

Day: Thursday

Date: 2008-03-27

Time: 14:00-18:00

Subject: Exam

Room: ÖP, s8

Lecturer:

Other:

WEEK 17

Day: Saturday

Date: 2008-04-26

Time: 09:00-13:00

Subject: Re-exam

Room: ÖP, s.3

Lecturer:

Other: