BUA 111I. CLASS SCHEDULEII. LEARNING OUTCOMESIII. CLASS POLICIES AND PROCEDURESIV. GRADE REQUIREMENTSV. MISCELLANEOUS INFORMATIONBUA 111I. CLASS SCHEDULEWEEK OF TOPIC ASSIGNMENTOct^ 6 - If you are not familiar with Moodle, do the tutorial indicated below before beginning any assignments- Overview of a Financial PlanBecome 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. Templates, when applicable, are also located in Moodle for the respective week. Hard copies of the templates are also at the end of each chapter on the unnumbered pages.Submit three (3) short-term, three (3) intermediate-term and three (3) long-term financial goals. Due October 12, 2008 (50 points)13 - Planning with Personal Financial Statements - Applying Time Value ConceptsSubmit a personal cash flow statement, budget*, and balance sheet. Due October 19, 2008 (100 points)20 - Using Tax Concepts for Planning- Banking and Interest RatesSubmit a banking services scorecard for at least four (4) financial institutions and indicate which you would choose and why. Due October 26, 2008 (50 points)27 - Managing Your Money- Assessing and Securing Your Credit- Managing Your CreditSubmit a report identifying at least five (5) steps that you can take to protect yourself from identity theft*. Due November 2, 2008(50 points)Nov 3 - Personal Loans- Purchasing and Financing a HomeSubmit an analysis of renting versus owning a home based upon your own unique circumstances. Due November 9, 2008 (100 points)10 - Auto and Homeowner’s Insurance- Health and Disability InsurancePrepare and submit a home inventory. Based on your findings, write a short paperevaluating your current insurance coverage. Due November 16, 2008 (100 points)17 - Life Insurance- Investing FundamentalsSubmit an analysis determining your need for life insurance and the amount. Due November 23, 2008 (50 points)24 - Stock Analysis and Valuation- Investing in Stocks- Investing in Bonds- Investing in Mutual FundsSelect a stock and submit an analysis using the format on the CD/Rom. Due November 30, 2008 (50 points)1 Ms.Terry ChristianFall, 2008WEEK OF TOPIC ASSIGNMENTDec 1 - Asset Allocation- Retirement PlanningSubmit 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 December 7, 2008 (50 points)Dec 8 - Estate Planning- Integrating the Components of a Financial Plan- Make-up assignment to be done only if you fail to submita previous paperSubmit a one to two page paper discussingyour 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 December 12, 2008 (25 points)Prepare an inventory of the location of important documents. Due December 12, 2008 (25 points)Note: These assignments are due on FRIDAY due to the end of the semester.^Review the tutorial “How to Submit Your Homework” before submitting your first assignment.The CD/Rom provides templates that will be used in preparing the majority of your assignments. All assignments shall be submitted as either a .doc (x) or .xls (x). 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 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)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 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 – Diversity2III. 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.4. Be sure to check “course announcements” on a weekly basis.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 WesleyE-mail: [email protected] Office Hours: I will be online to check emails and grade assignments Monday through