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JC BUA 111 - Syllabus

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BUA 111I. CLASS SCHEDULEII. LEARNING OUTCOMESIII. CLASS POLICIES AND PROCEDURESIV. GRADE REQUIREMENTSV. MISCELLANEOUS INFORMATIONBUA 111I. CLASS SCHEDULEWEEK OF TOPIC ASSIGNMENTFebruary* 7 - Introduction - Course overview- Review of textbook Web site- Become familiar with the templates and read Chapter 1.12 - Overview of a Financial Plan - Submit three (3) short-term, three (3) intermediate-term and three (3) long-term financial goals. Due February 19, 2008 (50 points).- Read Chapters 2 and 3.19 - Planning with Personal Financial Statements - Applying Time Value Concepts- Submit a personal cash flow statement, budget, and balance sheet. Due February 26, 2008 (100 points).- Read Chapters 4 and 5.26 - Using Tax Concepts for Planning- Banking and Interest Rates- Submit a banking services scorecard for at least four (4) financial institutionsand indicate which you would choose and why. Due March 11, 2008 (50 points).- Read Chapters 7 and 8.March 11 - Assessing and Securing Your Credit- Managing Your Credit- Submit a report identifying at least five (5) steps that you can take to protect yourself from identity theft. Due March 18, 2008 (50 points).- Read Chapters 9 and 10.18 - Personal Loans- Purchasing and Financing a Home- Submit an analysis of renting versus owning a home based upon your own unique circumstances. Due March 25, 2008 (100 points).- Read Chapters 11 and 12.25 - Auto and Homeowner’s Insurance- Health and Disability Insurance- Prepare and submit a home inventory. Based on your findings, write a short paper evaluating your current insurance coverage. Due April 1, 2008 (100 points).- Read Chapters 13 and 14.April 1 - Life Insurance- Investing Fundamentals- Submit an analysis determining your need for life insurance and the amount.Due April 8, 2008 (50 points).- Read Chapters 15 and 16.8 - Stock Analysis and Valuation- Investing in Stocks- Select a stock and submit an analysis using the format in the Workbook. Due April 15, 2008 (50 points).- Read Chapters 17 and 18.April 15 - Investing in Bonds - Submit a short paper (one to two 1S. ChristianWinter, 2008WEEK OF TOPIC ASSIGNMENT- Investing in Mutual Funds pages) discussing why or why not bonds would be a good investment for you. Due April 22, 2008 (25 points).- Read Chapters 19 and 20.22 - Asset Allocation- Retirement Planning- Submit a retirement plan for yourself. This plan should be very detailed and include how various financial tools such as IRAs and 401(k)s will be utilized. Include specific dollar amounts. Due April 29, 2008 (50 points).- Read Chapters 21 and 22.29 - Estate Planning- Integrating the Components of a Financial Plan- Discussion on managing your financial plan- Submit a one to two page paper discussing your need for estate planning including a will. If you do not currently meet the requirements for needing a will, discuss fully what events in your future will necessitate a will or estate plan. Due May 5, 2008 (25 points).- Prepare an inventory of the location of important documents. Due May 5, 2008 (25 bonus points).May 6 - Grade conferences* On the JCC website is a link to distance learning. Using the current student tab, you will see a tutorial on Educator. This can be directly linked by clicking on the following:http://www.jccmi.edu/DistanceLearning/tutorials/printer_friendly/digitallysubmiting_print.htm. Use this tutorial to become familiar with how to use Educator to correspond with me, file your assignments and check your grades. The Workbook provides templates that will be used in preparing the majority of your assignments.All assignments shall be submitted as either a .doc or .xls. Documents submitted in other formatsoftentimes cannot be opened and you will be required to resubmit in one of the formats listed above. Submit all assignments under “grades.” Do NOT merely put assignments in your folder as these will not easily show up as being submitted and may be missed in grading. Those assignments marked with an asterisk do not have a template on the textbook website.II. LEARNING OUTCOMESAfter completing BUA 111, the student will have the ability and skills to do the following:1. To prepare personal financial goals including short, intermediate and long term. 2. To construct a personal budget. 3. To analyze the current and future housing requirements for the student’s family. 4. To complete a risk analysis and suitable insurance plan.5. To assess risk tolerance and utilize it to construct an investment plan. 6. To utilize the computer for assessing the appropriateness of investment opportunities. 7. To present a cohesive, written financial plan. (ADO 1)2The Board of Trustees has determined that all JCC graduates should develop or enhance certain essential skills while enrolled in the College. One of these Associate Degree outcomes is addressed in this class as indicated above.ADO 1 – Writing clearly, concisely and intelligentlyADO 2 – Speaking clearly, concisely and intelligentlyADO 3 – Demonstrate conceptual skills and mathematical reasoningADO 4 – Scientific reasoningADO 5 – Understanding human behavior and social systemsADO 6 – Understanding and appreciating aesthetic experience and artistic creativityADO 7 – Critical thinkingADO 8 – Personal and ethical responsibilityADO 9 – Working in small groupsADO 10 – DiversityIII. CLASS POLICIES AND PROCEDURES1. No late work will be accepted.2. I reserve the right to change the class schedule as necessary to better fit the needs of theclass. All changes will be announced at least seven days in advance.3. No form of cheating or plagiarism will be tolerated. Such actions shall be dealt with in accordance with the procedures set forth in the Student Handbook.IV. GRADE REQUIREMENTSGRADE POINTS REQUIRED4.0 600 – 565 points3.5 564 – 510 points3.0 509 – 480 points2.5 479 – 450 points2.0 449 – 420 points1.5 419 – 390 points1.0 389 – 360 points0.5 359 – 330 points0.0 329 – and belowV. MISCELLANEOUS INFORMATIONText: Personal Finance, 3rd Edition; Madura; Addison WesleyOffice: 223B, Walker HallPhone: 517-796-8550E-mail: [email protected] Office Hours: Monday and Wednesday: 9:00 a.m. – 11:00 a.m. – Adrian CampusTuesday and Thursday: 8:00 a.m. – 9:00 a.m. and 1:00 p.m. – 2:00 p.m. – Main CampusFriday (for BUA 110): 5:00 p.m. – 6:00 p.m.Saturday (for BUA 110): 8:00 a.m. – 9:00 a.m.Other times by


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