INTRO TO FINANCIAL PLANNING
INTRO TO FINANCIAL PLANNING FSMA 201
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This 3 page Class Notes was uploaded by Roselyn Hagenes DVM on Tuesday October 20, 2015. The Class Notes belongs to FSMA 201 at SUNY College of Technology at Canton taught by Staff in Fall. Since its upload, it has received 34 views. For similar materials see /class/225546/fsma-201-suny-college-of-technology-at-canton in Finance at SUNY College of Technology at Canton.
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Date Created: 10/20/15
STATE UNIVERSITY OF NEW YORK COLLEGE OF TECHNOLOGY CANTON NEW YORK COURSE OUTLINE FSMA 201 INTRODUCTION TO FINANCIAL PLANNING Prepared By Peggy Jenkins SCHOOL OF BUSINESS AND LIBERAL ARTS BUSINESS DEPARTMENT FALL 2006 FSMA 201 INTRODUCTION TO FINANCIAL PLANNING A TITLE Introduction to Financial Planning B COURSE NUMBER FSMA 201 C CREDIT HOURS 3 D WRITING INTENSIVE COURSE OPTIONAL No E COURSE LENGTH 15 weeks F SEMESTER S OFFERED Fall Spring and Summer as needed HOURS OF LECTURE LABORATORY RECITATION TUTORIAL ACTIVITY 45 scheduled hours per semester H CATALOGUE DESCRIPTION This course will cover the personal financial planning process regulatory and ethical considerations in personal financial planning time value of money problems an overview of retirement planning housing issues and proper ways of purchasing major durable goods I PRE RFOUTSTTES CO COURSFS ACCTlOl ECONl03 or permission of the instructor J STUDENT LEARNING OUTCOMES 0 Calculate present and future values in determining loan payments Calculate present and future values in determining retirement planning Group retirement fund options according to risk Illustrate the impact of taxes on financial decisions Describe the different types of insurance Explain the different types of loan options available Classify the cash and savings account plans into risk and availability categories 0 Demonstrate an understanding of the factors that affect the housing market K TEXTS as determined by instructor L REFERENCES as determined by instructor M EQUIPMENT access to a personal computer N GRADING METHODPFA F etc A F O MEASUREMENT CRITERIA Exams Assignments Project Class Participation P DETAILED OUTLINE see below O LABRORATORY OUTLINE NA DETAILED OUTLINE FSMA 201 INTRODUCTION TO FINANCIAL PLANNING I Introduction to Financial Planning aUnderstanding the financial planning process II IV VI bManaging taxes Managing Assets aManaging cash and savings bMaking automobile and housing decisions Managing Credit aCalculate present value bCalculate future value cUsing consumer loans Managing Insurance Needs aInsuring life bInsuring nealtn cInsuring property Managing Investments aInvestment planning bInvesting in stocks cInvesting in bonds dInvesting in mutual funds Retirement and Estate Planning a Planning for retirement b Preserving the estate
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