Course

Professional Financial Management

Important Notice

This course is not active. Please contact Department Chair for more information.

Faculty
Commerce & Business Administration
Department
Finance
Course code
FINC 4300
Credits
3.00
Semester length
15 Weeks x 4 Hours per Week = 60 Hours
Max class size
35
Method(s) of instruction
Lecture
Seminar
Typically offered
To be determined

Overview

Course description
The Professional Financial Management course gives the student a broad understanding of personal financial planning techniques and issues. The course covers topics in planning personal finances, managing personal credit and liquidity, tax planning, insuring oneself and one’s resources, investing financial resources, and controlling one’s financial future (retirement and estate planning). FINC 4300 is designed to be transferable to the CSI Professional Financial Planning course.
Course content

The course provides instruction on key topics including:

  1. Overview of a financial plan.
  2. Planning with personal financial statements.
  3. Budget and savings planning.
  4. Banking, interest rates, and loans.
  5. Residential mortgages.
  6. Personal credit management.
  7. Business law.
  8. Family law.
  9. Insurance:  auto, property, health & disability, and life.
  10. Tax planning.
  11. Retirement planning.
  12. Estate planning.
  13. Investment management:  stocks, bonds, mutual funds, and asset allocation.
  14. Integrating the components of a financial plan through cases.
Learning activities

A combination of lectures, supplementary materials, and class presentations.

Means of assessment
Assignments or case studies    10% - 15%
Major case study or project             15% - 20%
Midterm examination           30%
Final examination           40%
Total         100%
Learning outcomes

At the end of the course, the student should be able to:

  1. Analyze personal financial statements;
  2. Describe the role of insurance in preparing a personal financial plan;
  3. Demonstrate how to plan a personal budget and design a personal savings plan;
  4. Demonstrate how to plan for taxes, retirement, and devise an estate plan;
  5. Provide advice on personal investment management;
  6. Explain the role of law and fair and ethical business practices in preparing a personal financial plan.
Textbook materials

Textbooks and Materials to be Purchased by Students

Textbooks and materials will be chosen from:

  • Professional Financial Planning, Course Textbook, Latest Edition, CSI Global Education, Inc.
  • Kapoor, Jack, Les Dlabay, Robert Hughes, and Arshad Ahmad, Personal Finance, Latest Edition, McGraw-Hill Ryerson
  • Gitman, Lawrence J., and Michael D. Joehnk, Personal Financial Planning, Latest Edition, Thomson South-Western College.
  • Jeff Madura, Personal Finance, Latest Edition, Addison-Wesley.

Requisites

Course Guidelines

Course Guidelines for previous years are viewable by selecting the version desired. If you took this course and do not see a listing for the starting semester / year of the course, consider the previous version as the applicable version.

(Current)

Course Transfers to Other Institutions

Below are current transfer agreements from swagÂ鶹 to other institutions for the current course guidelines only. For a full list of transfer details and archived courses, please see the .

Institution Transfer details for FINC 4300
There are no applicable transfer credits for this course.

Course Offerings

There are no course offerings this semester.