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BADM 265-01, Personal Financial Management, Spring 2010
Fisher, Richard L.
Fisher, Richard L.
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Syllabus, Text, Curriculum, Business Administration, 2010 Spring
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Abstract
The development 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;
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This syllabus was submitted to the Rhodes College Office of Academic Affairs by the course instructor.