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Personal Finance
Spring 2014
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)

January 8, 2014

Personal Finance Basics and Time Value of Money

Financial Aspects of Career Planning

1-2

January 15, 2014

Using Your Personal Financial Planner

Money Management Strategy

3

January 22, 2014

Planning Your Tax Strategy

4

January 29, 2014

Financial Services

Review and Test

5

1-4

February 5, 2014

Introduction to Consumer Credit

 

6

February 12, 2014

Choosing a Source of Credit

7

February 19, 2014

Review and Test

 

5-7

February 26, 2014

Consumer Purchasing Strategieshe Housing Decision

8-9
March 5, 2014

Review and Test

 

8-9

March 12, 2014

No Class-Spring Break

 

March 19, 2014

No Class

 

March 26, 2014

Property and Motor Vehicle Insurance

Health, Disability, and Long-Term Care Insurnace

10

 

11

April 2, 2014

Review and Test

10-11

April 9, 2014

Investing Fundamentals

Investing in Stocks

13

14

April 16

Investing in Bonds

investing in Mutual Funds

 

15

16

April 23, 2014 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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