ADMS 3541 N Winter 2006

ADMS 3541 N Winter 2006 - ADMS 3541 N Winter 2006 Course...

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ADMS 3541 N Winter 2006 – Course Schedule Session Topics Readings Assignments for Class Work 1 Jan 5 1. Introduction to the process of personal financial planning 2. Family life cycle and setting goals Ch. 1, 3, 6 Ch. 3, pg 64, problem 2; Ch. 6, pg. 136, question 4, parts b, c 2 Jan 12 1. Personal financial statements and budgets 2. Time value of money Determine your groups for assignments Ch. 4, 2 Ch. 4, pg. 99-101, problem 1. Ch. 2, pg. 40-41 MC Questions 3, 4; pg. 41-4, problems 2, 3, 11. 3 Jan 19 1. Time value of money 2. Mortgage financing mathematics 3. Bond pricing mathematics Ch. 13, pg. 299 – 304), Ch. 15, pg. 365-7 Ch. 2, pg 42-8, problems 5, 10, 20; Ch. 13, pg. 320, problem 3; Ch. 15, pg. 384-5, problem 6 4 Jan 26 1. Credit and debt management 2. Overindebtedness Guest Speaker: Credit Counsellor Ch. 12, pg. 262- 278 Ch. 12, pg. 288-89, problems 3, 4. 5 Feb. 2 1. Family law 2. Personal taxation Ch. 5, 7 Ch. 5, pg 122-3, Discussion questions 2, 3; Ch. 7, pg. 158-9, MC Questions 3,
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This note was uploaded on 10/14/2011 for the course ADMS 3541 taught by Professor Staff during the Winter '10 term at York University.

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ADMS 3541 N Winter 2006 - ADMS 3541 N Winter 2006 Course...

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