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Personal Finance
Fall 2015
Monday 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)

August 24

Personal Finance Basics and Time Value of Money

Financial Aspects of Career Planning

1-2

August 31

Using Your Personal Financial Planner

Money Management Strategy

 

3

September 7

NO CLASS!! LABOR DAY HOLIDAY

 

September 14

Planning Your Tax Strategy

4

September 21

Financial Services

Review and Test

5

1-4

September 28

Introduction to Consumer Credit

Choosing a Source of Credit

6-7

October 5

Review and Test

5-7

October 12

NO CLASS!! FALL BREAK  

October 19

Consumer Purchasing

Strategies for Housing Decision

8-9

October 26

Review and Test

 

8-9
November 3

Property and Motor Vehicle Insurance

10

November 10

NO CLASS!!  
November 17

Health, Disability, and Long-Term Care Insurance

11

November 24

Review and Test

10-11

December 1

Investing Fundamentals

Investing in Stocks

13

14

December 8

Investing in Bonds

investing in Mutual Funds

 

15

16

December 15 Review and Test
13-16

 

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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