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BUA 111I. CLASS SCHEDULEII. LEARNING OUTCOMESIII. CLASS POLICIES AND PROCEDURESIV. GRADE REQUIREMENTSV. MISCELLANEOUS INFORMATION1 BUA 111 I. CLASS SCHEDULE WEEK OF TOPIC ASSIGNMENT January^ 10 • If you are not familiar with JetNet, do the tutorial indicated below before beginning any assignments • Become familiar with the CD Rom for the textbook being sure to find the location of the templates that will be used for the homework assignments. Hard copies of the templates are at the end of each chapter on the unnumbered pages. • Read Chapter 1. 17 • Overview of a Financial Plan • Submit three (3) short-term, three (3) intermediate-term and three (3) long-term financial goals. Due January 23, 2011 (50 points). • Read Chapters 2 and 3. 24 • Planning with Personal Financial Statements • Applying Time Value Concepts • Submit a personal cash flow statement, budget*, and balance sheet. Due January 30, 2011 (100 points). • Read Chapters 4, 5 and 6. 31 • Using Tax Concepts for Planning • Banking and Interest Rates • Managing Your Money • Submit a banking services scorecard for at least four (4) financial institutions and indicate which you would choose and why. Identify each of the financial institutions. Due February 6, 2011 (50 points). • Read Chapters 7 and 8. February 7 • 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 February 13, 2011 (50 points). • Read Chapters 9 and 10. 14 • Personal Loans • Purchasing and Financing a Home • Submit an analysis of renting versus owning a home based upon your own unique circumstances or, if you live with your parents, prepare a hypothetical analysis. Due February 20, 2011 (100 points). • Read Chapters 11 and 12. 21 • 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 February 27, 2011 (100 points). • Read Chapters 13 and 14. Ms. Terry Christian Winter 20112 WEEK OF TOPIC ASSIGNMENT March 7 • Life Insurance • Investing Fundamentals • Submit an analysis determining your need for life insurance and the amount. Due March 13, 2011 (50 points). • Read Chapter 15. 14 • Investing in Stocks • Answer the questions at the end of the Chapter to determine what type of broker you need. Based on this analysis, research available full-service or on-line/discount brokers in your area and write a short paper on which you would select and why. Submit only the short paper.* Due March 20, 2011 (50 points). • Read Chapters 16 and 17. 21 • Investing in Bonds • Investing in Mutual Funds • Submit a short paper (one to two pages) discussing why or why not bonds would be a good investment for you*. Due March 27, 2011 (25 points). • Read Chapters 18 and 19. 28 • 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 3, 2011 (50 points). • Read Chapters 20 and 21. April 4 • Estate Planning • Integrating the Components of a 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 April 10, 2011 (25 points). 4 • Make-up assignment to be done only if you fail to submit a previous paper • Prepare an inventory of the location of important documents. Due April 10, 2011 (25 bonus points) ^ On the JCC website is a link to distance learning. Using the current student tab, you will see a tutorial on JetNet. Use this tutorial to become familiar with how to use JetNet to correspond with me, file your assignments and check your grades. For your convenience, a tutorial on how to submit your homework can also be found on the “Weekly Outline.” The CD Rom provides templates that will be used in preparing the majority of your assignments. All assignments must be submitted as either a .doc or .xls. Documents submitted in other formats oftentimes cannot be opened and you will be required to resubmit in one of the formats listed above. Submit all assignments as indicated in the JetNet tutorial. Points will be lost if assignments requiring templates are not submitted on the templates. *Those assignments marked with an asterisk do not have a template on the textbook CD Rom.3 II. LEARNING OUTCOMES After 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) The 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 intelligently ADO 2 – Speaking clearly, concisely and intelligently ADO 3 – Demonstrate conceptual skills and mathematical reasoning ADO 4 – Scientific reasoning ADO 5 – Understanding human behavior and social systems ADO 6 – Understanding and appreciating aesthetic experience and artistic creativity ADO 7 – Critical thinking ADO 8 – Personal and ethical responsibility ADO 9 – Working in small groups ADO 10 – Diversity III. CLASS POLICIES AND PROCEDURES 1. No late work will be accepted. 2. I reserve the right to change the class schedule as necessary to better fit the needs of the class. 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


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JC BUA 111 - Syllabus

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