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Personal Finance


Innsbruck, Summer 200
9

 

Syllabus:    FIN 1330 Personal Finance 

 

Instructor:         John B. Vinturella, Ph.D.

Contact:             jbv@jbv.com

 

Text:                   None required. Readings and assignments are online.

                            See http://www.pfplanning.com.
 

Grade Distribution 40% Homework 10% Mid-Term
25% Final 25% Participation

 
Purpose: FIN 1330 helps students to develop “start-today strategies for a better financial tomorrow.” Topics include the time-value of money, budgeting, consumer issues, investment, housing, and insurance. See the class web site at pfplanning.com for details.

Objectives:  By the end of the course students will have learned how to:

  1. Identify tools to assess their current financial status and its relation to their goals.
  2. Understand the time value of money, the basis for comparison of financial alternatives.
  3. Develop skills to become an informed consumer of financial products.
  4. Recognize methods to create a financial plan that is congruent with their goals.

Methods: This course uses interactive class sessions, Internet research, and homework assignments to develop an understanding of personal finance issues. In the process the students learn methods for evaluating alternative investments, and build and refine individualized personal financial statements. Basic computer literacy and familiarity with the Internet are necessary.

Requirements: Students are expected to read the assigned articles prior to class and to be prepared to discuss them. Class participation is based on the extent to which the student is prepared (completes the reading, prepares questions or discussion points and completes homework assignments); and is engaged (asks questions, joins in discussion, explores ideas, shares experiences, etc.).

Attendance: Class punctuality and participation are crucial, and to that end the instructor may give a 5-10 minute pop quiz at the beginning of any class, or call on students from a randomly generated list. Late assignments will not be accepted. We allow up to two unexcused absences without penalty.
 

UNO POLICIES: Students must conduct themselves in an appropriate manner and abide by all policies outlined in the UNO Judicial Code.

Cheating, plagiarism, and academic misconduct will not be tolerated.

Instructor: John B. Vinturella, Ph.D. (jbv@jbv.com)

Dr. Vinturella has over 40 years of professional experience as a management and strategic consultant and entrepreneur, spending 15 of those years as an academic Entrepreneur-in-Residence and Adjunct Professor. He received a Ph.D. in 1968.

He was also the Owner/President for 20 years of a distribution company that he founded, then sold to a regional chain in 1998.

He maintains an active Internet presence with web sites featuring:

entrepreneurship (jbv.com), and personal finance (pfplanning.com). John also has two books for sale on Amazon and at other fine booksellers:

Co-Author, "Raising Entrepreneurial Capital" (Elsevier, 2004)

Author, "The Entrepreneur's Fieldbook" (Prentice Hall, 1999)
 

FIN 1330 Personal Finance 
 

Date:

 

Assignment

(pfplanning.com)

 

Class:

Monday, July 3:

 

Tuesday, July 4:

Wednesday, July 5:

Thursday, July 6:

Friday, July 7:

 

Part 1

 

Timeval-1 and -2

Timeval-3 and -4

Budgeting-1 and -2

Budgeting -3 and -4

 

Financial planning overview

Time value of money

Annuities

Budgeting

Cash Management

Monday, July 10:

Tuesday, July 11:

Wednesday, July 12:

Thursday, July 13:

 

Tax-1 and -2

Tools of Personal Finance

TPF-1 and -2

TPF-3 and -4

 

Tax considerations

Applications workshop

Checking and CredCds

FDIC, PhoneCds

 

Monday, July 17

Tuesday, July 18:

Wednesday, July 19:

Thursday, July 20:

 

Exercise 1 (TBA)

Your PFS

Midterm Review

Midterm Exam

 

Applications workshop

PFS and Net Worth

 

 

Monday, July 24:

Tuesday, July 25:

Wednesday, July 26:

Thursday, July 27:

 

Article 1

Article 2

Article 3

Article 4

 

Investment overview

Risk and return

Insurance

Charting your financial future

Monday, July 31:

Tuesday, August 1:

Wed., August 2:

Thursday, August 3:

Friday, August 4:

 

Your PFS, Revised

Investing-1 and -2

Prepare questions

Exercise 2 (TBA)

Prepare presentations

 

Applications workshop

Tying it all together

Guest Speaker

Lab: Online vendors

Student presentations

Monday, August 7:

Tuesday, August 8:

 

Related surfing

Review

Applications workshop

Final review

Thursday, August 10:

 

Final Exam

 

Period 1:   8 to 10 am

 

 

Signoff

Wishing you success,

John B. Vinturella, Ph.D.

Thanks for visiting our site. We work hard to keep it current, fresh and interesting. We hope you found some useful information here.


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