Assignment: FIN 107 - Personal Finance

Assignment: FIN 107

Week:

Information:

Doing nothing is a dangerous alternative
FIN 107 Personal Fin Planning Sheet Ch_09	Are you ready for retirement?
YOUR DATA, IN DETAIL	GOAL PLANNING & MONITORING GOALS AND RESOURCES
Sample full report	Sample Plan Summary
Presentation Grading Rubic

Assignment Calendar

Class Date	Topic		Homework
Sep 11	Course Introduction and Syllabus Review Chapter 1, 2	Current Events Discussion	Read Chapter 1, 2, 3 PP-1 PP-2 PP-3
Sep 18	Chapter 3 Creating A Budget Discussion *EXAM#1 (1-3 take home) Exam Review*	Current Events Discussion	Read Chapter 4, 5 PP-4 PP-5
Sep 25	Chapter 4, 5	Current Events Discussion *Exam #1 Due*	Read Chapter 6 PP-6
Oct 2	Chapter 6	Current Events Discussion	Read Chapter 7, 8 PP-7 PP-8
Oct 9	Chapter 7,8 *EXAM#2 (4-7 take home) Exam Review*	Current Events Discussion
Oct 16	Guest Speaker	*Exam #2 Due*	Read Chapter 9, 10 PP-9 PP-10
Oct 23	Chapter 9, 10 *EXAM #3 (8-10 take* *home)* *Exam Review*	Current Events Discussion	Read Chapter 11,12 PP-11 PP-12
Oct 30	Chapter 11,12 *EXAM #4 (11-12 take* *home)* *Exam Review*	*Exam #3 Due Creating A Budget Due* *Guest Speaker Discussion Due*
Nov 6	*MIDTERM PRESENTATIONS*	*Exam #4 Due*
Nov 13	*MIDTERM PRESENTATIONS*		Read Chapter 13, 14 PP-13 PP-14
Nov 20	Chapter 13,14 *EXAM #5 (13-14) take* *home* *Exam Review*	Current Events Discussion
Nov 27		*THANKSGIVING HOLIDAY* *NO CLASS*

Dec 4	*FINAL PRESENTATIONS* *Take Home FINAL* *EXAM(Cumulative*	*Exam #5 Due* *REVIEW FINAL EXAM*
Dec 11	*FINAL PRESENTATIONS*	*Take Home Final Exam Due*

Midterm Presentation	Wills and Trusts
Final Presentation	Military Pay Military member/spouse of 20 years
Midterm Presentations/Final Presentations The midterm exam will consist of a midterm presentation and The final exam will also consist of a final presentation. Students will be required to make a presentation to the class on a relevant topic in personal finance. You’ll have to turn in (post in the CANVAS Discussion Board) a minimum 2-page single-spaced summary of your topic, as well as a copy of your power points. The 2-page requirement doesn’t include references. Your references are in addition to the 2-page requirement. Utilize MLA writing style and cite your work. Each student will be required to participate to receive credit. You will be graded based on criteria outlined in a rubric. A copy of the rubric can be found in the module section of the CANVAS page for the course. All students are expected to remain in class until all presentations have been concluded. If you leave early, points will be deducted from your grade. PLEASE NOTE: YOU CANNOT USE THE SAME TOPIC FOR BOTH PRESENTATIONS.

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