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Title: BADM 265-01, Personal Financial Management, Spring 2009
Authors: Fisher, Richard
Keywords: Syllabus;Text;Curriculum;Business Administration;2009 Spring
Issue Date: 14-Jan-2009
Publisher: Memphis, Tenn. : Rhodes College
Series/Report no.: CRN Syllabi
Abstract: The development of a working knowledge of basic tools that will guide the student in the acquisition of sound personal financial discipline at the individual level, including: 1. The development and appropriate implementation of a personal budget; 2. A working knowledge of the impact of compounding on investment returns, as well as other applications where time value of money principles play a key role; 3. Information useful in the management of individual credit exposure and issues surrounding the borrowing and repayment of money; 4. An analysis of various investment alternatives and vehicles, and risks typically associated therewith; 5. The impact of personal income taxes on investment returns and the accumulation of wealth; 6. An examination of the particular nuances of stock, bond, mutual fund, and ETF investment alternatives, and consideration of a framework for asset allocation amongst various alternatives equity and fixed income alternatives; 7. A comparison of the structural aspects of tax-deferred savings opportunities (including 401(k) and IRA vehicles); 8. An analysis of mechanisms useful for the protection of wealth through the use of insurance and other risk management and risk transfer techniques; 9. An understanding of key variables associated with the acquisition of tangible assets, such as an automobile or home; 10. The obtaining of a comfort level with information presented in financial periodicals, especially as relates to current events taking place during the semester; 11. The professional presentation of the results of financial planning research and recommendations regarding alternatives; and 12. The development and use of Excel in the analysis and development of financial analysis and decision making.
Description: This syllabus was submitted to the Rhodes College Office of Academic Affairs by the course instructor.
Appears in Collections:Business Administration. Syllabi

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