FI 201 Personal Financial Management
SP 2010 HO
Kao, Robert, Ph.D.
Visiting Assistant Professor of Finance
Tuesday or Thursday 10:00 a.m. - noon or by appointment
8:00 - 8:50 AM
Dlabay & Hughes, Personal Finance 9/e, McGraw Hill
Textbooks can be purchased through the MBS bookstore
Textbooks can be purchased through the Parkville Bookstore
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The purpose of any course is to develop, not
just knowledge, but also analytical and critical thinking. To facilitate this
purpose student are expected to interact to discussions and questions on course
material. They also will be expected to actively participate in all phases of
the learning experience. Questions are important to in class discussion, so as
you are studying please take note of them so that you may ask them in class.
Learning Outcomes: Core Learning Outcomes
The final exam for FI 201 will be the assessment tool used for this course. The exam will be comprehensive and the grade used to determine competency levels achieved by the students. The exam will be closed book and closed notes. The exam consists of multiple choice questions covering the chapter readings in the course and problems that examine the critical thinking, effective communication skills and technical skills of the student. Partial credit will be given for the problems.
Grades will be based on written examinations
and personal financial plans. There may or may not be quizzes and
homework based on the participation of the class. Homework will be assigned
from each chapter’s problems and will be discussed in the question/answer
session. Students will not need to turn in the homework, but will be
responsible for understanding each of the assigned problems.
Grades will be based on the
Exam: 4 @ 100 points each (13.0%
each, 51.9% total)
Quizzes: 7 @ 10 points each (1.3%
each, 9.1% total)
Paper: 1 @ 150 points (125 Pts. on content and 25 Pts. on mechanics) (19.5%)
Final Exam: 1 @ 150 points (19.5%)
Details of the written assignment
will be discussed during the semester.
At the end of the course, your
accumulated points will be converted to grades based on the following scale:
90% - 100% = A
80% - 89% = B
70% - 79% = C
69% = D
60% = F
The course grade for students will
be based on the overall average of homework, tests, and term paper taken during
the course in accordance with the weighting of the various requirements as
stated in the syllabus.
The course grade for students will be based on the overall average of homework and tests taken during the course in accordance with the weighting of the various requirements as stated in the syllabus.
All final exams in all School of Business courses will be comprehensive and will be closed book and closed notes. They will constitute 30% of the total course grade and will not be a take-home exam. They will be completed during the test week in the period designated by the registrar or by the Proctor in the case online courses. If calculators are allowed, they will not be multifunctional electronic devices that include features such as: phones, cameras, instant messaging, pagers, and so forth. Electronic Computers will not be allowed on final exams unless an exception is made by the Dean of the School of Business.
Classroom Rules of Conduct:
Use of cell phones, pagers,
iPOD, or other electronic device is strictly prohibited from class. Should a student be expecting some sort of
emergency phone call (IE baby, child, parent illness) it is the student's
responsibility to make the instructor away of the possibility of leaving the
class to take a call. With exception to
the above listed examples, all phones should be turned off prior to class
Read Ch. 1
I. Planning Personal Finances
- Martin Luther King
2. Managing Personal Finances
Exam I (Ch. 1-4)
3. Making Purchasing Decisions
Exam II (Ch. 5-8)
4. Insuring Resources
NO CLASS – Spring Recess
NO CLASS - Spring Recess
Exam III (Ch. 9-12)
5. Investing Financial Resources
– Good Friday
Exam IV (Ch. 13-16)
Personal Financial Plans Due
6. Controlling Financial Future
May 3 (8:00-10:00)
Final Exam (comprehensive)
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 2008-2009 Undergraduate Catalog Page 87
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. Park University 2009-2010 Undergraduate Catalog Page 92
Attendance Policy:Instructors are required to maintain attendance records and to report absences via the online attendance reporting system.
Park University 2009-2010 Undergraduate Catalog Page 95
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: http://www.park.edu/disability .
Last Updated:12/28/2009 12:14:36 AM