FI201 Personal Financial Management

for U1T 2006

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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.


FI 201 Personal Financial Management


U1T 2006 DL


Goss, Craig P.


Senior Instructor



Daytime Phone


Other Phone



Semester Dates

June 05, 2006 to July 30, 2006

Class Days


Class Time


Credit Hours


Personal Finance by Kapoor Dlabay and Hughes.  8th E  Irwin McGraw Hill.

Textbooks can be purchased though the MBS bookstore

Textbooks can be purchased though the Parkville Bookstore

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

Learning Outcomes:
  Core Learning Outcomes

  1. Manage household income.
  2. Manage household expenses.
  3. Develop a savings strategy.
  4. Describe the basic types of personal lines insurance.
  5. Develop an individual wealth creation plan.

Core Assessment:

Class Assessment:
There are three initial homework assignments, a midterm text and a proctored final.  Also there is a term paper/project/financial plan to be completed.  The midterm is due the end of week 5.  The project is due the end of week 7 and the proctored final must be taken by the end of week 8.

Three homework assignments are worth 100 points each.  The midterm is worth 100 points and the final is worth 200 points.  The project/paper/plan is also worth 100 points.

Late Submission of Course Materials:
If an item is going to be submitted late, please seek prior approval from the instructor.

Course Topic/Dates/Assignments:
The readings schedule for this course is contained in the Course Home section entitled: "Readings Rollout Schedule".  Please refer to this for the exact chapter content for each week, or... essentially the Contents page of the text supplies the scheudle and readings assignments for the course.

Week 1:  Planning Your Personal Finances.  Homework 1 is presented also.

Week 2:  Managing Your Personal Finances.  Homework 2 is presented and Homework 1 is due.  Generally by this week an email from Main Campus will be distributed to the student providing information about the proctored final exam.  It is the responsibility of the student to ensure that a suitable proctor is obtained and required arrangements are made.

Week 3:  Making Purchasing Decisions.  Homework 3 is presented and Homework 2 is due.

Week 4: No additional readings.  However the student may use this week to catch up any late assignments, pre-plan the final course project due during week 7 or begin work on the midterm exam which is due at the end of week 5.  Homework 3 is due at the end of this week.  Also it is suggeted that the student submit a proposal for approval of the final project/plan/paper due at the end of week 7 during week 4.  This step will assist the student and the instructor in meeting the requirements for that project in a timely fashion during week 7.

Week 5:  Insuring Your Resources.

Week 6: Investing Your Financial Resources.

Week 7: Controlling Your Financial Future.  Submission of the final version of the student's Comprehensive Financial Plan/Project/Paper.

Week 8:  The proctored final exam must be completed during this week.  A failure to complete this exam will result in  a course grade of F.

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 2005-2006 Undergraduate Catalog Page 85-87

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. Park University 2005-2006 Undergraduate Catalog Page 85-87

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.
ONLINE NOTE: An attendance report of "P" (present) will be recorded for students who have logged in to the Online classroom at least once during each week of the term. Recording of attendance is not equivalent to participation. Participation grades will be assigned by each instructor according to the criteria in the Grading Policy section of the syllabus.

Park University 2005-2006 Undergraduate Catalog Page 89

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. Additional information concerning Park University's policies and procedures related to disability can be found on the Park University web page: .


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Last Updated:5/16/2006 9:27:07 AM