WCSAM 112 01 Syllabus MW am Spring2019 (1).docx - Course WCSAM 112 Personal Wealth Foundations(Section 1 Spring 2019 Monday Wednesday 8:30 am – 9:45

WCSAM 112 01 Syllabus MW am Spring2019 (1).docx - Course...

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Course WCSAM 112 Personal Wealth Foundations (Section 1) Spring 2019 Monday & Wednesday 8:30 am – 9:45 am Gore 227 Professor Name: Jon McKenzie Office: Gore 129 or Gore 126 (CFA) Office Hours: M-TH 10 am – 11 am & MW 3:15 pm – 4:00 pm (or by appointment) Phone: 801-832-2878 Email: [email protected] Course readings No required text book but see the book report project for a book to choose to read for the class. Course overview This course presents the student with practical solutions to the contemporary issue of a debt laden society whose populace lacks the financial skills to properly manage their finances. The course discusses the key components of financial planning – wealth protection, accumulation, and distribution. Practical application and experimentation of financial principles will be applied to money management, insurance, credit, investing, and the financial marketplace. Implementation of the principles taught and skills learned in this course will allow students to find success in their personal finances. This course fulfills the Quantitative Emphasis (QE) requirement. Learning goals This course addresses the following college-wide learning goals: Critical, analytical, and integrative thinking This course addresses the following program learning goals: Quantitative reasoning: use probability, statistics, and quantitative analysis techniques when evaluating and solving problems. Perform basic skills in the area of finance and investing. The learning goals for the course are as follows. At the end of this course, you will be able to do the following: Develop a personal financial plan. Manage personal finances and make decisions in wealth protection and accumulation. Know how to apply the principles of personal finance to everyday financial decisions. Learning approaches Class discussions, guest speakers, and hands-on practical assignments and projects that relate to the day-to-day management of personal finances.
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Evaluation List details about how students will be graded for the course. Include attendance and late assignment policies. Grades will be determined in accordance with Westminster College grading policies. The cutoff percentages for grading purposes are as follows: A = 94; A- = 90; B+ = 87; B = 83 ; B- = 80; C+ = 77; C = 73; C- = 70, D+ = 67; D=63; D- = 60; F <60 Feedback is provided on lost points on assignments, and more detailed feedback will be provided at any time upon request. If you believe you have
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