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FI 201 Personal Financial Management
Dunn, Daniel J.


Mission Statement: The mission of Park University, an entrepreneurial institution of learning, is to provide access to academic excellence, which will prepare learners to think critically, communicate effectively and engage in lifelong learning while serving a global community.

Vision Statement: Park University will be a renowned international leader in providing innovative educational opportunities for learners within the global society.
CourseFI 201 Personal Financial Management ML
SemesterU1Z2005
FacultyDunn, Daniel J.
TitleSenior Instructor
Degrees/CertificatesBS Business, Bellevue University, Bellevue, NB
MBA, University of Montana, Missoula, MT
MA Counseling, Pepperdine University, Malibu, CA
Office LocationGreat Falls, MT
Office HoursBefore and after class.
Daytime Phone406-452-6191
E-MailDaniel.Dunn@park.edu
danpark1@att.net
Semester Dates30 May - 31 July 2005
Class Days-M-W---
Class Time5:00 - 7:30 PM
Credit Hours3

Textbook:
Personal Finance, 7th Edition, ISBN 0-07-295240-7

Textbooks can be purchased though the MBS bookstore

Additional Resources:
Will be assigned in class.


Course Description:
A study of individual and family financial management concepts and techniques which assist persons to become informed consumers and efficient managers of personal resources. 3:0:3

Educational Philosophy:
I believe that all students can and do learn through an interactive multidisciplinary approach.  This may include multi-media, texts, practical applications, theory, and open dicussions.  Quizzes, examinations, and writings will demonstrate comprehension as well as the ability to apply concepts of marketing.

Learning Outcomes:
The student will have an understanding of managing household income through budget development and be able to establish a household accounting system.  The student will be able to manage and understand household expenses and develop a expense budget.  The student will understand and be able to develop a savings plan and an investment strategy for short-term and long-term purposes.  The basic concepts and types of insurance will be described and the student will be able to develop a personal insurance program covering their personal needs and goals.  The individuals will have an understanding of the development of wealth and the creation of a retirement strategy and plan. The student will be able to conceptualize the basic financial concepts and correlate all factors involved in financial planning.  The student will understand and be knowledgeable of the importance of financial planning and the need for planning for the future.

Course Assessment:
Will be based upon performance in class, written assignments and exams.

Grading:
Midterm 100 points
Final exam 100 points
Participation 50 points
Assignments 50 points

Late Submission of Course Materials:
Late work will not accepted unless prior arrangement has been made between the student and the instructor.

Classroom Rules of Conduct:
The instructor keeps the original copies of all exams and papers.  The student should make and retain a copy of any paper that he or she turns into the instructor.  

Each student is expected to show respect for diversity of opinions expressed by other students and the instructor within the classroom setting.

Course Topic/Dates/Assignments:
Week 1 -- Chapters 1 and 2.
Week 2 -- Chapters 3 and 4.
Week 3 -- Chapters 5, 6 and 7.
Week 4 -- Chapters 8 and 9.
Week 5 -- Chapter 10 and midterm.
Week 6 -- Chapters 11 and 12.
Week 7 -- Chapters 13, 14, 15, 16, and 17.
Week 8 -- Chapters 18 and 19.
Week 9 -- Review and Final Exam.

Academic Honesty:
Academic integrity is the foundation of the academic community. Because each student has the primary responsibility for being academically honest, students are advised to read and understand all sections of this policy relating to standards of conduct and academic life.  
Park University 2004-2005 Undergraduate Catalog
Page 101

Plagiarism:
Plagiarism involves the use of quotations without quotation marks, the use of quotations without indication of the source, the use of another's idea without acknowledging the source, the submission of a paper, laboratory report, project, or class assignment (any portion of such) prepared by another person, or incorrect paraphrasing. <a href="http://www.park.edu/catalog">
Park University 2004-2005 Undergraduate Catalog</a> Page 101

Attendance Policy:
Instructors are required to maintain attendance records and to report absences via the online attendance reporting system.

  1. The instructor may excuse absences for valid reasons, but missed work must be made up within the semester/term of enrollment.
  2. Work missed through unexcused absences must also be made up within the semester/term of enrollment, but unexcused absences may carry further penalties.
  3. In the event of two consecutive weeks of unexcused absences in a semester/term of enrollment, the student will be administratively withdrawn, resulting in a grade of "WH".
  4. A "Contract for Incomplete" will not be issued to a student who has unexcused or excessive absences recorded for a course.
  5. Students receiving Military Tuition Assistance or Veterans Administration educational benefits must not exceed three unexcused absences in the semester/term of enrollment. Excessive absences will be reported to the appropriate agency and may result in a monetary penalty to the student.
  6. Report of a "F" grade (attendance or academic) resulting from excessive absence for those students who are receiving financial assistance from agencies not mentioned in item 5 above will be reported to the appropriate agency.

Park University 2004-2005 Undergraduate Catalog Page 100

Disability Guidelines:

Park University is committed to meeting the needs of all students that meet the criteria for special assistance. These guidelines are designed to supply directions to students concerning the information necessary to accomplish this goal. It is Park University's policy to comply fully with federal and state law, including Section 504 of the Rehabilitation Act of 1973 and the Americans with Disabilities Act of 1990, regarding students with disabilities. In the case of any inconsistency between these guidelines and federal and/or state law, the provisions of the law will apply. Park University is committed to meeting the needs of all learners that meet the criteria for special assistance. These guidelines are designed to supply directions to learners concerning the information necessary to accomplish this goal. It is Park University's policy to comply fully with federal and state law, including Section 504 of the Rehabilitation Act of 1973 and the American with Disabilities Act of 1990, regarding learners with disabilities and, to the extent of any inconsistency between these guidelines and federal and/or state law, the provisions of the law will apply. Additional information concerning Park University's policies and procedures related to disability can be found on the Park University web page:
http://www.park.edu/disability
 
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Copyright:
This material is copyright and can not be reused without author permission.