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Unformatted text preview: 1 Business Management 200 PERSONAL FINANCIAL PLANNING Scott C. Marsh, M.B.A., M.S.F.S., Ch.F.C., C.L.U. Fall Semester 2009 Class Time: 3:30-4:50 pm TTH Location: Room 151 TNRB Faculty: Scott C. Marsh Office Hrs: TH 4:50-5:30 pm by appointment please schedule in advance by contacting the TA. TA:Grant Boren Office hours T,TH 5:15 to 6:00pm by appointmentplease schedule in advance via email. Office: 633 TNRB Email: email@example.com Course Objective: This course is designed for undergraduate-level students at the Brigham Young University. During the semester we will primarily emphasize: 1- A Point-of-Choice orientation to retirement planning and financial storehouse accumulation and maximum sharing opportunities 2- Utilization of personal planning strategies that are behaviorally, spiritually and financially efficient 3- Wealth accumulation potential of personal resource management 4- State-of-the-art financial technology and information sources 5- Investment tools, theory and techniques that maximize potential return while minimizing downside risk 6- Protection of financial assets from creditors and from taxes 7- The development of an estate plan that produces a legacy that thrives as assets are passed to future generations Methods of Instruction: We will use an interactive lecture/discussion format supplemented by books, assigned daily readings, and internet tasks that need to be completed prior to coming to each class. The class will be enhanced through the use of I-clicker technologies. The participatory nature of the course makes it necessary that all come to class prepared to discuss and request clarification of the assigned topics. This approach requires a maturity and commitment on your part to regularly study your assignments and be prepared for class participation. Part of effective participation is bringing your I-clicker to class each day. You are responsible for everything done in class, as well as for all study assignments. Attendance at lectures is particularly important in this class because much of the material discussed cannot be found in a text book or reading materials. If you miss a class it is your responsibility to find out from a classmate what we did in class, any changes in schedule, etc. Required Materials: 1- Books: Book: Author: One for the Money: Guide to Family Finance (online) Marvin J. Ashton The Millionaire Next Door Thomas Stanley/William Danko Online Textbook at www.scottmarsh.com Students of Personal Finance 200 2- Microsoft Excel Either on your own computer, or you can just use it in any of the Open-Access Computer Labs on Campus. 3- Additional handouts - will be provided during the semester, usually on Blackboard....
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- Fall '09