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Personal Finance
Spring 2016
Wednesday 6-9 pm
SFEBB 5160A

Instructor: Dr. Jerry L. Basford
Office: 206 Park
Telephone: 801.581.3435
E-Mail: jbasford@sa.utah.edu

Website:

www.sa.utah.edu/personalfinance

Objective: To become financially literate and learn how to make proper decisions to control our personal financial destiny.

Date

Subject

Chapter(s)

Jan 13

Personal Finance Basics and Time Value of Money

Financial Aspects of Career Planning

1-2

Jan 20

Using Your Personal Financial Planner

 

 

Jan 27

Money Management Strategy

Planning Your Tax Strategy

3

4

Feb 3

Financial Services

Review and Test

5

1-4

Feb 10

Introduction to Consumer Credit

Choosing a Source of Credit

6-7

Feb 17

Review and Test

5-7

Feb 24 Consumer Purchasing Strategies for Housing Decisions
8-9

March 2

Review and Test

 

8-9
March 9

Property and Motor Vehicle Insurance

10

March 16

SPRING BREAK NO CLASS!!  
March 23 Health, Disability, and Long-Term Care Insurance
11

March 30

Review and Test

10-11

April 6

Investment Fundamentals

13

April 13

Investing in Stocks

13

 

April 20 Investing in Bonds
14
April 27

Investing in Mutual Funds

15

May 4 Review and Test
13-15

 

Text: Personal Finance by Kapoor, Dlabay, and Hughes, 10th edition (earlier editions can be used also).

The text is optional but recommended.

Tests will be based on the lectures, assignments, and handouts in class.

Revisions to Schedule

Any revisions to the class schedule will be posted to the website.  Revised syllabi will not be handed out during the semester.

Examinations:
Make up exams only be allowed with permission of the instructor and must be granted prior to the examination.

Assignments:
Various assignments will be given throughout the semester, including quizzes.
Each assignment/quiz will be graded according to accurateness, neatness, and content.

Assignments and examinations that are not readable by the instructor will be given no credit.

Credit for assignments not turned in on the day due will be reduced by one half per class (example: 1 class late = 50% credit, 2 classes late = 25% credit) Anything more than two classes late will receive NO credit.

All assignments are required to be typed or computer printed.  Handwritten homework assignments will receive no more than 1/2 of the credit possible at the time it is turned in.


Grading:
Grading is pretty straight forward:

 

SCORE GRADE
94 - 100% A
90-93% A-
86-89% B+
83-85% B
80-82% B-
76-79% C+
73-75% C
70-72% C-
66-69% D+
63-65% D
60-62% D-

 

The University of Utah seeks to provide equal access to its programs, services and activities for people with disabilities. If you will need accommodations in the class, reasonable prior notice needs to be given to the Center for Disability Services, 162 Olpin Union Building, 581-5020 (V/TDD). CDS will work with you and the instructor to make arrangements for accommodations.

All written information in this course can be made available in alternative format with prior notification to the Center for Disability Services.

Dr. Jerry Basford - The University of Utah
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