PERSONAL FINANCIAL PLANNING AND MANAGEMENT

BA 4350: Spring 2005

Prerequisites

- BA 3341/ BA 4346
- Personal Computer.

Books

- Personal Financial Planning (Gitman and Joehnk: Southwestern, 10th ed.)

- Planning Your Future (Konowalow: Prentice-Hall) - optional.

Evaluation

- Team Grade: 50%

- Financial Plan Term Paper: 50%.

Course Description

The purpose of this course is to link the theory of modern finance to lifetime personal
financial planning using advanced applied technology. The students will learn to participate
on a team with a topic and develop a personal financial plan via classroom and WebCT
participation. The personal financial plan will consist of two parts: a short-term plan for
things like the education of children and repayment of student loans and a long-term plan for
retirement.

Topic (Team #)

- Investment Choices (Team 1)

- Applied Finance Technologies (Team 2)
- Liquid Market Assets (Team 3)
- Bonds, Common Stocks and Mutual Funds (Team 4)
- Alternative Assets (Team 5)
- Asset Pricing & Risk (Team 6).

L. Merville
 TOPICS/TEAMS: REVISED

Week GJ* M** Topic(s)/Team

1 - - Introduction/Overview

2 C: 1, 3 L: 1 TOPIC 1: Investment Choices/Portfolios/

Financial Plan

3 - - Team 1: Presentation on Topic 1

4 C: 2 L: 2 TOPIC 2: Applied FinanceTechnologies

5 - - Team 2: Presentation on Topic 2

6 C: 4, 6 - TOPIC 3: Liquid Market Assets ***

7 - - Team 3: Presentation on Topic 3

8 C: 12, 13 - TOPIC 4: Bonds/Common Stocks/

Mutual Funds ***

9 - - Team 4: Presentation on Topic 4

10 C: 5, 11 L: 3 TOPIC 5: Options/Futures/Real Estate ***

11 - - Team 5: Presentation on Topic 5

12 C: 12 L: 4 TOPIC 6: Asset Pricing Models and Risk ***

13 - - Team 6: Presentation on Topic 6

14 C: 14, 15 L: P TOPIC P: Portfolio Mathematics/Personal Financial

Plan ***

15 - - Summary/Takeaways

__________________________________

* Gitman and Joehnk C = Chapter

** Merville L = Audio Lecture

*** All or parts covered previously in BA 4346.

 SCHEDULE
Date Location Leader(s)

1/11 Classroom Merville

1/18 WebCT Merville (Team 1)

1/25 Classroom Team 1

2/1 WebCT Merville (Team 2)

2/8 Classroom Team 2

2/15 WebCT Merville (Team 3)

2/22 Classroom Team 3

3/1 WebCT Merville (Team 4)

3/15 Classroom Team 4

3/22 WebCT Merville (Team 5)

3/29 Classroom Team 5

4/5 WebCT Merville (Team 6)

4/12 Classroom Team 6

4/19 WebCT Merville: LP

4/26 Classroom Merville

Term Papers Due
 GUIDELINES

* Team Presentation

- Powerpoint slides
- Handouts
- Professional Presentation
- Minimum: 2 students

* Term Paper

- 5 Pages
- Assumptions
- Plan for College/Retirement
- Double Spaced/Typed