Personal Finance 1307

Weekly outline

• 

  Welcome to Personal Finance Online Course. This course is provided by Professor Smith. 

  Email: J.Smith@college.edu

  Telephone: 123-345-789

  Office Hours: MWF 10:00 AM-11:30 AM.

  Assistant: Smith.assistant@college.edu

  Support: Info@enestegg.finance

  -------------------------------------------------------------------------------------

  Grades will be assigned based on the following weights:

  Exam 1: 15%

  

  Exam 2: 15%

  Exam 3: 15%

  Exam 4: 15%

  Final Exam: Replace one exam grade

  Exercises, Participation, and Quizzes: 20%

  eNest Egg Simulation: 20%

  TOTAL: 100%

  
  

  
  
• PART I: FOUNDATION
  

  PART I: FOUNDATION

  • Module 1: Introduction to Personal Finance

  • Lesson 1-1: Introduction to Personal Finance
  • Lesson 1-2: Definition of Personal Finance
  • Lesson 1-3: 8 Basic Financial Planning Activities
  • Lesson 1-4: Our Inner Cavemen
  • Lesson 1-5: Importance of Financial Planning
  • Financial Life Cycle Assignment

    Please download the attached Excel file titled "Financial Life Cycle"
  • Lesson 1-6: Financial Planning and Interesting Statistics
  • Module 1: Introduction to Personal Finance File
  • Module 2:  Opportunity Costs

  • Lesson 2-1: Opportunity Costs Introduction
  • Lesson 2-2: Delayed Gratification
  • Lesson 2-3: Opportunity Costs
  • Lesson 2-4: Personal Opportunity Costs
  • Module 2: Opportunity Costs File
  • Module 3: Career Planning

  • Lesson 3-1: Choosing a Major/Career
  • Lesson 3-2: Benefits of College
  • Lesson 3-3: College: Things to Consider
  • Career Worksheet Submission Assignment
  • Module 4: Time Value of Money

  • Lesson 4-1: Introduction to Time Value of Money Concepts
  • Lesson 4-2: Future Value and Present Value Concepts
  • Lesson 4-3: Interest Rate Concepts
  • Lesson 4-4: Inflation
  • Lesson 4-5: Hidden Inflation and Rule of 72
  • Module 4: Time Value of Money File
• PART II: FINANCIAL PLANNING
  

  PART II: FINANCIAL PLANNING

  • Module 5: Personal Financial Statements

  • Lesson 5-1: Personal Financial Statements
  • Lesson 5-2: Personal Financial Records
  • Lesson 5-3: Balance Sheet
  • Lesson 5-4: Insolvency
  • Lesson 5-5: Cash Flow Statements
  • Personal Financial Statements Assignment

    Please download the template titled Balance Sheet-Personal Financial Statements

  • HSF-Module 5: Personal Financial Statements File
  • Module 6: Goals

  • Lesson 6-1: Importance of Goal Setting
  • Lesson 6-2: Goal Setting Strategies
  • Lesson 6-3: SMART Goals
  • Lesson 6-4: Prioritizing Goals
  • Group Discussion Forum
  • Assignment Submission: Polishing Your SMART Goals
  • HSF-Modules 6: Goals File
  • Module 7: Budgeting

  • Lesson 7-1: What is A Budget?
  • Lesson 7-2: Budgeting Process
  • Lesson 7-3: Budgeting Process Continued
  • Lesson 7-4: A Successful Budget
  • Lesson 7-5: Types of Budgets
  • Budgeting Assignment

    Please download the template attached and complete the assignment as instructed. 

  • HSF Modules 7: Budgeting File
  • Module 8: Tax Basics

  • Lesson 8-1: Introduction to Taxes
  • Lesson 8-2: Filing Tax Returns
  • Lesson 8-3: Making Tax Payments
  • HSF-Modules 8- Tax Basics File
  • Module 9: Federal Income Tax

  • Lesson 9-1: Introduction to Federal Income Taxes
  • Lesson 9-2: Tax Forms
  • Lesson 9-3: Filing Income Tax Returns
  • Lesson 9-4: Tax Planning Strategies
  • HSF-Module 9-Federal Income Taxes File
  • EXAM 1 Quiz

    Exam 1 covers modules 1-9. There are 50 questions including MC and True/False. Students MUST complete the exam in ONE attempt.

    Availability: 10:00 AM-12:00 PM Monday October 2015

    Duration: 60 minutes 

    
    

• PART III: INVESTMENTS AND RETIREMENT PLANNING
  

  PART III: INVESTMENTS AND RETIREMENT PLANNING

  • Module 10: Financial Intermediaries  

  • Lesson 10-1: Importance of Financial Services & Institutions
  • Lesson 10-2: Deposits vs. Non-deposit Institutions
  • Lesson 10-3: Other Service Providers
  • HSF-Modules 10-Financial Intermediaries File
  • Module 11: Financial Services-Savings and Payments

  • Lesson 11-1: Types of Savings Plans
  • Lesson 11-2: Evaluating Savings Plans
  • Lesson 11-3: Managing Accounts
  • HSF-Module 11-Financial Services File
  • Assignment Solutions File

    Module summary and reconciliation assignment solutions
  • Module 12: Investment Basics

  • Lesson 12-1: Investments-An Introduction
  • Lesson 12-2: Investment Concepts
  • Lesson 12-3: How to Reduce Risk
  • HSF-Module 12-Investments Basics File
  • Module 13: Bonds

  • Lesson 13-1: What Are Bonds?
  • Lesson 13-2: Bonds and Investment Planning
  • Lesson 13-3: Types of Bonds
  • Lesson 13-4: Corporate Bonds
  • HSF-Module 13-Bonds File
  • Module 14: Stocks

  • Lesson 14-1: Introduction to Stocks
  • Lesson 14-2: Types of Stocks
  • Lesson 14-3: Factors and Lingo
  • Lesson 14-4: Investing in Stocks
  • HSF-Modules 14-Stocks File
  • Module 15: Mutual Funds
    

  • Lesson 15-1: What Are Mutual Funds?
  • Lesson 15-2: Costs/Fees
  • Lesson 15-3: Types of Mutual Funds
  • Lesson 15-4: Buying and Selling Mutual Funds
  • HSF-Module 15:-Mutual Funds File
  • Module 16: Retirement Planning
    

  • Lesson 16-1: How Much in Retirement is Needed?
  • Lesson 16-2: Types of Retirement Plans
  • Lesson 16-3: Surviving on Retirement Income
  • Exam 2 Quiz
  • HSF-Modules 16: Retirement Planning File
• PART IV:INSURANCE
  

  PART IV:INSURANCE

  • Module 17: Introduction to Insurance and Liability Insurance

  • Lesson 17-1: Why Buy Insurance?
  • Lesson 17-2: Terms to Know
  • Lesson 17-3: Determining Insurance Needs
  • Lesson 17-4: Liability Insurance
  • HSF-Module 17: Introduction to Insurance File
  • Module 18:  Property and Casualty Insurance

  • Lesson 18-1: Property and Casualty Insurance Introduction
  • Lesson 18-2: Premiums and Insurance Claims
  • Lesson 18-3: Auto Insurance
  • Assignment Modules 18-3
  • HSF-Module 18: Property and Casualty Insurance File
  • Module 19: Life Insurance

  • Lesson 19-1: Introduction to Life Insurance
  • Lesson 19-2: Life Insurance Selection
  • Lesson 19-3: Types of Life Insurance
  • Lesson 19-4: Things to Consider When Buying Life Insurance
  • HSF-Module 19: Life Insurance File
  • Assignment 19-4: Life Insurance Assignment
  • Module 20: Health Insurance

  • Lesson 20-1: How Health Insurance Works
  • Lesson 20-2: Types of Coverage
  • Lesson 20-3: Choosing a Health Plan
  • HSF Module 20 Health Insurance File
  • Module 21: Disability and Long-Term Care Insurance

  • Lesson 21-1: Introduction to Disability Insurance
  • Lesson 21-2: Sources of Disability Insurance
  • Lesson 21-3: Long-term Care Insurance
  • Lesson 21-4: Purchasing Long-Term Care Insurance
  • HSF-Module 21: Disability Insurance File
  • Module 22: Estate Planning

  • Lesson 22-1: Introduction to Estate Planning
  • Lesson 22-2: Wills
  • Lesson 22-3: Trusts
  • Lesson 22-4: Estate Taxes
  • Exam 3 Quiz
• PART V: CREDIT
  

  PART V: CREDIT

  • Module 23: Credit Advantages, Disadvantages, and Sources
    

  • Lesson 23-1: What is Credit?
  • Lesson 23-2: Source of Consumer Credit- Loans
  • Lesson 23-3: Source of Consumer Credit- Credit Card
  • Lesson 23-4: Advantages and Disadvantages of Using Credit
  • HSF-Module 23: Consumer Credit File
  • Module 24: Meaning of Credit Scores

  • Lesson 24-1: Introduction to Credit Scores
  • Lesson 24-2: Cost of Credit
  • Lesson 24-3: Keeping Your Credit Secure
  • HSF Modules 24-Meaning of Your Credit Score File
  • Module 25: Student Loans

  • Lesson 25-1: Introduction to Student Loans
  • Lesson 25-2: Benefits and Types of Student Loans
  • Lesson 25-3: Risk Tolerance and Amount Borrowed
  • Assignment 25-3: Student Loans
  • Lesson 25-4: Student Loan Repayment
  • Assignment 25-4: Student Loan Repayment
  • HSF-Module 25: Student Loans File
  • Module 26: Debt

  • Lesson 26-1: What is Debt?
  • Lesson 26-2: Types of Debt
  • Lesson 26-3: Paying off Debt
  • Lesson 26-4: Problems with Debt
  • HSF Module 26: Debt File
• PART VI: CONSUMER PURCHASES
  

  PART VI: CONSUMER PURCHASES

  • Module 27: Making Smart Purchases

  • Lesson 27-1: Psychology of Shopping
  • Lesson 27-2: Smart Purchase: Price Comparison
  • Lesson 27-3: Coupon and Post Purchase
  • HSF-Module 27: Making Smart Purchases File
  • Module 28: Purchasing a Car

  • Lesson 28-1: Before Purchasing a Car
  • Lesson 28-2: Financing a Car
  • Lesson 28-3: Getting the Best Price
  • HSF-Modules 28-Purchasing a Car File
  • Module 29: Rent or Buy

  • Lesson 29-1: Evaluating Alternatives
  • Lesson 29-2: Renting
  • Lesson 29-3: Buying a Home
  • HSF-Module 29-Rent or Buy File
  • Module 30: Buying a Home

  • Lesson 30-1: Before Buying A House
  • Lesson 30-2: Mortgages
  • Lesson 30-3: Buying a Home
  • HSF-Module 30: Buying a Home File
  • Exam 4 Quiz
  • FINAL EXAM Quiz
• Ready to know more?
  

  Ready to know more?

  
  

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