FI 201 Personal Financial Management
F1T 2007 DLA
Van Hoesen, Garrett
Senior Instructor of Finance/Adjunct Faculty
Bachelor of Science in Finance (BS) - Laverne UniversityMasters of Business Administrattion (MBA) - Golden Gate University
Online Monday, Wednesday, and Friday 8:00 PM EST through 9:30 PM EST and Sunday 8:00 PM EST through 9:30 PM EST
8/20/2007 to 10/14/2007
Textbook: The required text is Personal Finance 8th edition by Kapoor Dlabay and Hughes
Textbooks can be purchased through the MBS bookstore
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Educational Philosophy: Welcome to Personal Financial Management (FI201), on line! This course focuses on the diverse aspects of the complex financial marketplace. It is designed to produce students who can demonstrate the knowledge, skills, and abilities that are required to analyze and make informed personal financial decisions. Personal Financial Management focuses on helping you develop effective analytical tools for the financial environment. In the course, you will analyze, discuss, and calculate various methodolgies concerning the financial marketplace. You'll learn how to perform research that will assist you in using the extraordinary resources of the World Wide Web. We will cover such topics as: basic personal finances, buying strategies, insurance, investments (including stocks, bonds, mutual funds, and real estate), retirement planning (including understanding social security and medicare benefits). We will explore topics, issues, or problems encountered in the world of finance through our online threaded discussions. These discussions are reinforced and expanded through readings in our text, Personal Finance, 8th Edition. Today's personal financial environment is one of electronic and online banking, debit/credit card fraud and identity theft, online shopping, an expanding need for and cost of insurance coverage of many types, investment portfolio management, and retirement and estate planning. This environment requires broad-based, individual understanding and individual participation in managing our personal finances. Given the financial challenges that individuals are facing today, it has become essential that every individual develop a basic understanding of Personal Financial Management strategies and tools.
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.
Each student is encouraged to complete the weekly reading assignments which will assist them in completing the homework assignments and exams. There will be assignments each week for the student to complete, consisting of on-line work or work to be turned into the instructor. Each student is responsible for:
Total = 1000 points (100%)
Final grades will be based on total point average falling within the percentages indicated below. You will be able to track your average and actual points through out the course by referring to the gradebook tab. You will know in advance the standards for each assignment. My goal is to give you prompt, clear, and useful feedback to assist you in becoming a more astute financial planner of your own financial resources as well as to earn a grade appropriate to the level of effort each student puts into this course.
Quality of Written Work: Each student is responsible to submit professional assignments/papers which may be reduced in grade based on their quality and appearance. Up to a maximum of 10% of the points available for each assignment will be deducted from each paper grade for unprofessional written papers (extensive typos, over abundance of poor English, or excessively sloppy work).
The final exam for all School of Business and Management courses must be passed with a grade of 60% or higher in order to pass the course regardless of the overall average. The grade for students who pass the proctored final will be based on the overall average of homework and tests taken during the course. The final exam must address only material which the student has been taught in class.
All final exams in all School of Business and Management 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 Associate Dean.
Classroom Rules of Conduct:
Emailing and Assignment Submittals
The following are my personal policies/guidelines for email and document assignment submittals whenever email is used in lieu of the dropbox.
An "I" indicates that the student was unable to complete coursework due to extenuating circumstances within the time allotted in the term. The notation "I" may be issued only upon completion of a Contract for Incomplete signed by the instructor and student, and placed on file in the Office of the Registrar. Additionally:
Students may challenge the validity of a grade received and may petition for a change of that grade by submitting in writing, with all documentation attached, the justification for the appeal to the appropriate Online Academic Director.
In addition to grade changes that result from successful grade appeals, instructors may submit grade changes in the event of a clerical or administrative error, or to correct an error in their calculation or recording of a grade. Additional University policies governing grade changes:
The Final Proctored Examination
All Park University Online courses include a final examination or final project (in graduate courses) designed to provide students with an opportunity to demonstrate their mastery of course content. Final examinations and projects are substantive and comprehensive, incorporating multiple modes of evaluation and assessing a range of understanding levels to provide a summative evaluation of students’ comprehension and application of the course content. While instructors may not change the content of final examinations/final projects, course developers revise these instruments on a continual basis with instructor input. Developers create new versions of final exams with randomized questions. Students take their final examinations during Week 8 of the term under the supervision of an approved proctor.
Proctored Final Examination Policies
Failure to Take a Final Examination
Failure to take a proctored final examination (or failure to submit a final project in some graduate courses) will result in an automatic “F” for the course. As the final examination/project is a required course component, the grade of “F” must be recorded regardless of the student’s grade before the examination (or what the student’s grade would be if points from the final exam were deducted).
Only extraordinary circumstances warrant a student’s being allowed to make up a missed final examination. It is the student’s responsibility to contact the instructor before the scheduled exam/due date or by the end of the first working day after the due date. In some cases, as with unexpected military deployments, a supervisor or other appropriate proxy may contact the instructor within the required timeframe. It is the student’s responsibility to inform his/her military supervisor of the final examination policy.
Arranging a Proctor
Proctored exams may be arranged at either a Park University Campus Center or at an alternative location. Students within a 1-hour proximity to a Park University Campus Center are strongly encouraged to request a proctor from that Campus Center. However, alternative proctors/locations are acceptable, providing the proctor meets the School of Online Learning’s criteria for acceptable proctors (reviewed below). Proctors must be able to supervise an exam in a suitable testing environment.
Students are responsible for arranging a proctor for their final exam by Friday of Week 6 of the term. Many non-Park proctors will proctor an exam at no charge; however, if a fee is required it will be the responsibility of the student. Students will use the Park University Online Proctor Request form to request their proctor during the first two weeks of the term. A photo identification is required by a proctor before a student may begin the examination. Instructors must approve all non-Park University proctors.
A student may report alleged discrimination, harassment, unfair assessment or failure of educational access (including appropriate educational accommodations for students with documented disabilities) to his or her Online Academic Director. The Online Academic Director will immediately initiate an investigation into the complaint, contacting all parties involved in order to determine a resolution.
Students will not be penalized in any way for reporting or formally filing a grievance. Online Academic Directors and other University personnel will use discretion when investigating reported grievances.
Online instructors may dismiss students from their classrooms whose behavior is detrimental to the learning experiences of other students. Such behavior includes the use of abusive or obscene language. Students who are dismissed from class may be given failing grades and suspended or expelled from the University. The Student Conduct Code further specifies the behaviors that warrant dismissal from the classroom and, in some cases, the University, and also outlines the University's response to these behaviors. (Identified on pages 33-35 of University Catalog) In addition, inappropriate student conduct in the Online Classroom may result in instructor deletion of abusive/obscene threads, blocking chat privileges, etc.
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 2007-2008 Undergraduate Catalog Page 85-86
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 2007-2008 Undergraduate Catalog Page 85
Attendance Policy:Instructors are required to maintain attendance records and to report absences via the online attendance reporting system.
Park University 2007-2008 Undergraduate Catalog Page 87-88
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 .
Attachments:Fall 1 Course Schedule
Last Updated:7/28/2007 2:14:56 PM