FI201 Personal Financial Management

for F1J 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


F1J 2006 PV


Lutz, Andrew J.


adjunct faculty


BSBA Kansa State University  1981
MBA Avila University 1992

Office Location

In Classroom 30 minutes prior to class

Office Hours

In Classroom 30 minutes prior to class

Daytime Phone



Semester Dates

fall 1 2006 (Aug. 21st thru Oct. 15th)

Class Days


Class Time

5:30 - 9:50 PM

Credit Hours



Personal Finance; 7th edition; McGraw-Hill; Kapoor, Dlabay, Hughes

ISBN# 0-07-251078-1

Textbooks can be purchased though the MBS bookstore

Textbooks can be purchased though the Parkville Bookstore

Additional Resources:
No additional resources required

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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:
The class is lecture and discussion driven. Students will be encouraged to discuss and interact throughout the term. Exams will be given and each student will also make an individual presentation and write a paper. The emphasis is on teaching fundamentals, as well as real world applications.

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 will be three exams (non cumulative). In addition, the student will also write a paper and give a presentation. Class participation will also be evaluated based upon the quality and quantity of self expression.


Exam #1             280 points

Exam #2             240 points

Exam  #3            240 points

Paper                    50 points

Presentation         50 points

Class Participation   140 points

Total points possible 1,000 points

900-1,000 A     800-899 B    700-799 C    600-699 D     0-599 F

Late Submission of Course Materials:
Late work is not accepted unless prior arrangements have been made between the student and the instructor.

Classroom Rules of Conduct:
The instructor keeps the originals of all exams and papers. The student should make and retain a copy of all papers prior to handing the paper in to the instructor. NO CHILDREN ALLOWED IN THE CLASSROOM !! Accordingly, no one is allowed in the class unless they are enrolled in the class. If a student misses a class it is the students resposibility to contact another student for notes, assignments, etc..  The instructor will not "re-teach" the class to a student who was absent.

Course Topic/Dates/Assignments:

Week 1 Introductions, Syllabus, Ch. 1-3

Week 2 Ch. 4-7

Week 3 Exam #1 (Ch. 1-7) Ch. 8,9

Week 4 Ch. 10-12

Week 5 Exam #2 (Ch.8-12) Ch. 13, 14

Week 6 Ch. 15-17

Week 7 Student Presentations

Week 8 Video Exam#3(Ch.13-17) Instructors comments on Ch.18-19

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 2006-2007 Undergraduate Catalog Page 87-89

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 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.

Park University 2006-2007 Undergraduate Catalog Page 89-90

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:7/26/2006 4:18:15 PM