H. Swint Friday, Ph.D., CFP
TR: 10:30-11:00am & 1:45–3:00pm; W: 1:00-2:30pm; R: 6:15–7:00pm & 9:30–9:45 pm or by
Personal Financial Planning, 11
Edition by Gitman and Joehnk
Personal Finance covers the foundations of financial planning, managing basic assets, managing credit, managing
insurance needs, managing investments, and retirement and estate planning.
By the end of this course, the students will be able to:
Students will understand the financial planning process
Students will know the primary financial institutions related to personal financial issues
Students will be able to prepare and interpret personal financial statements for financial planning purposes
Students will know how to utilize the different personal insurance products in their financial plan
Students will understand how to utilize different investment products including stocks, bonds, and mutual
funds in their financial plan
Students will understand the importance of estate planning and strategies that should be incorporated in
their financial plan
Relationship to Other Coursework:
This course is designed for business as wells as non-business majors to give them a basic understanding of the
aspects of personal financial planning.
Instructional techniques include lectures, student presentations, invited lectures, videotape, computer applications,
class discussion, real-time securities trading, and use of electronic databases.
Performance Evaluation, Grading and Course Policies:
Three exams will be given.
Test materials will come from lecture notes, the text, assigned readings, homework
assignments, and class discussion.
Test format is multiple choice, multi-part problem solving, and discussion.
Questions will emphasize understanding and application of concepts and topics covered.