BUS_425_DE_Syllabus_Fall_2011(1)

BUS_425_DE_Syllabus_Fall_2011(1) - BUS 425 ADVANCED...

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BUS 425 – ADVANCED PERSONAL FINANCE Fall, 2011 Instructor: Bill Sloan Office: 1151 Nelson Hall Financial Planning Office Phone: 919.845.6600 NCSU Office Phone: 919.515.6778 Cell Phone: 919.610.1931 Home Phone (after hours): 919.518.2840 Office Hours: Anytime by appointment Email: billsloan22@gmail.com (preferred method of communication) Course Web Site: http://moodle.wolfware.ncsu.edu Teaching Assistant: Miranda Bryant Email: ncsudistanceed@gmail.com (for administrative questions, including grades, proctoring of exams and receipt of assignments) COURSE DESCRIPTION Advanced Personal Financial Management is a detailed economic, financial and legal analysis of estate planning, risk management, investment planning and retirement planning. COURSE OBJECTIVE The objective of this course is to introduce you to topics involved in personal financial planning and the tools and techniques used to address specific financial needs. In addition, I hope to relate the course material from a real world perspective with the hope of covering topics that will benefit you personally as you begin your careers. COURSE REQUIREMENTS Textbook/Calculator There is no textbook for this course. The course pack is available for download under “Important Course Documents” on the Moodle main page. A financial calculator with the ability to handle cash flows, annuities, IRR, etc. is necessary to complete some problems in the course. I recommend and will use the Hewlett Packard 10BII. If you are comfortable with another brand of financial calculator, feel free to use it. Lectures Lectures will be available for viewing online at the following link after each class is recorded: http://mediasite.online.ncsu.edu/online/Catalog/pages/catalog.aspx?catalogId=d388043f-3998-4843-abc5- ba7863880147 . Once you log in to MediaSite using your Unity ID and password, you can click on and download the lectures to your computer.
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ASSIGNMENTS AND GRADING Grading Composition Course grades are comprised of five (5) factors: 5% - Interview Assignment – Due No Later than 5:00pm on Friday, November 11 th 5% - 401K Assignment –
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BUS_425_DE_Syllabus_Fall_2011(1) - BUS 425 ADVANCED...

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