PERSONAL AND FAMILY FINANCE BUSI 1307 INTERNET COURSE Instructor: Mike Peek Office: Student Activities Office in the Student Union Building Office hours: 8:00am - 4:30pm Monday through Friday. Contacts: Office 903-675-6252: Fax: 903-675-6395 Email: mpeek@tvcc.edu Mail: 500 S. Prairieville Athens, Texas 75751 *********************************************** Textbook and required materials Textbook: Personal Finance by Jeff Madura, 2004 Second edition ISBN 0-321-16591-8 Course description: This course will include a study of the various aspects of personal money management. It will include invaluable information for an individual to maximize their income and investment potential. Topics include: setting financial goals, consumer credit, tax planning, insurance, investing in stocks, bonds, and mutual funds, and retirement planning. Instructional methods: This course is offered as an integrated program of study utilizing a textbook, and online exchange of information. Each chapter in the textbook contains learning objectives, summary sections, financial planning problems, and online activities. As an independent course, the student will be required to read the textbook to ensure a complete understanding of the material presented. Assignments will be made for each chapter (attached). These will include problems at the conclusion of each chapter. The assignments will be due on the date of the corresponding test. The textbook provides countless web sites to enhance the learning experience. The instructor will be available to discuss problem areas. Emails will be checked daily, and responses will be prompt.
Method of evaluation: There will be five examinations covering only the material assigned for that test. Each exam will have the same value. They will be based on the
material covered in the textbook. The test will consist of true and false questions, multiple choice questions, and short discussion questions. Examinations will cover the following material: Exam # 1- Chapters 1- 4 Needs to be completed by Feb. 2 Exam# 2 - Chapters 5 -7 Needs to be completed by Feb. 23 ## 7778 February 22 Exam# 3 - Chapters 8 -12 Needs to be completed by March 23 Exam# 4 - Chapters 13 -16 Needs to be completed by April 13 # Exam# 5 - Chapters 17 -20 Needs to be completed by May 4 # 281414 14 IF YOU NAVE A PROBLEM WITH THESE DATES, PLEASE CONTACT THE INSTRUCTOR!!!!! 148 Your grade will be determined by the following: 1. Listing your examination grades. (5 grades) 2. Obtaining an average of your homework assignment grades. (1 grade) 3. Averaging these 6 grades to determine your course grade. Course Learning Outcomes The student will acquire an understanding of the following course learning outcomes: 1. an understanding of setting financial goals, 2. an understanding of personal financial statements, 3. an understanding of using consumer credit, 4. an understanding of tax planning, 5. an understanding of risk management and insurance, 6. an understanding of the fundamentals of investing, 7. an understanding of investing in stocks and bonds, 8. an understanding of investing in mutual funds, 9. an understanding of retirement planning, and 10.an understanding of estate planning. Assignments: Students will be required to turn in the answers to the assigned question from each chapter at the time of the corresponding examination. (Questions from chapters 1-4 will be due when Exam # 1 is taken, etc.., etc..)
Grades: The course grade will be determined by using the following criteria; A=90-100 B=80-89 C=70-79 D=60-69 F = less than 60 EXTRA CREDIT OPPORTUNITIES: Article summaries can be done. A maximum of 5 summaries can be done. Each of these summaries have the potential to add 2 points to your final average. The articles will need to be two pages in length. The summaries will come from columns written by Scot Burns in the Dallas Morning News. The summary will include how this information affects me, and how it relates to a topic in this course. Go to www.dallasnews.com and register, it is free. Contact me if you have any questions.
PERSONAL & FAMILY FINANCE BUSINESS 1307 To: Business 1307 - Personal & Family Finance Students
From: Mike Peek, Instructor
RE: Spring, 2007 Welcome to BUST 1307 Personal & Family Finance. The class will have a general orientation session on Thursday, Jan. 18 at 5:30pm in room A-103 of the Gibbs Building on the Athens campus. If you cannot attend this session, please let me know. (This does not apply for VCT students.) "Double your money in five years." "Eliminate your credit card payments." "Obtain your dream job." "Travel to a different country every year." " Cut your auto insurance rates by one-third." This course cannot promise any of these. However, it can promise you the opportunity, along with your efforts, to achieve these and many other personal financial goals. Topics covered in the class include: a) Setting financial goals, b) Personal financial statements, c) Consumer credit, d) Tax planning, e) Risk management and insurance, f) Fundamentals of investing, g) Investing in stocks and bonds, h) Investing in mutual funds, i) Retirement planning, and j) Estate planning The textbook may be purchased at the various locations of the TVCC Bookstores. It will be your responsibility to read the material, answer the assigned questions, and prepare for the examinations. Assignments will be made for each chapter (attached). These assignments will be due when the corresponding test is taken. The examinations may be taken anytime between 8 am 4:30pm at my office in the Student Union Building on the Athens campus. If you need to take an examination at a different time, you may contact me and make arrangements. Tests may possibly be given via the internet.
I have attached the course syllabus for your information. If you have any questions, please do not hesitate to contact me at 903-675-6252 (voice mail is available 24 hours a day), or e-mail me at mpeek@tvcc.edu My fax number is 903-675-6395. The mailing address is: Mike Peek TVCC 100 Cardinal Drive Athens, Texas 75751 Good luck and please contact me if you have any. problems.
PERSONAL & FAMILY FINANCE BUSI 1307 CHAPTER ASSIGNMENTS Each chapter includes online exercises. These would be beneficial to you. Also utilize the In-Text Study Guides. CHAPTER 1, - page 20 Financial Planning Problems 1-5 CHAPTER 2, - pages 52 Financial Planning Problems 1,3,5,7,and 9 CHAPTER 3 - pages 80-81 Financial Planning Problems odd numbers CHAPTER 4 - pages 117 Financial Planning Problems - odd numbers CHAPTER 5 - pages 152-153 Financial Planning Problems - Questions 1-5 CHAPTER 6 - pages 179-180 Financial Planning Problems -odd numbers CHAPTER 7 - pages 210-211 Financial Planning Problems - Questions 1-5 CHAPTER 8 - pages 242-243 Financial Planning Problems odd numbers CHAPTER 9 - pages 281 Financial Planning Problems - even numbers CHAPTER 10 - pages 316-317 Review Questions - even numbers CHAPTER 11, - pages 338-339 Financial Planning Problems Questions 1-3
CHAPTER 12 page 359 Financial Planning Problems Questions 1-6 CHAPTER 13 pages 386-387 Financial Planning Problems - even numbers CHAPTER 14 - pages 416-417 Financial Planning Problems - Questions 1-6 CHAPTER 15 page 436 Financial Planning Problems Questions 1-5 CHAPTER 16 - page 461 Financial Planning Problems - even numbers CHAPTER 17 - pages 498 Financial Planning Problems - Questions 1-5 CHAPTER 18 - pages 528 Financial Planning Problems – Questions 1-5 CHAPTER 19 page 562 Review Questions - even numbers CHAPTER 20 – NO ASSIGNMENT