FI201 Personal Financial Management

for S1J 2013

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Mission Statement: Park University provides access to a quality higher education experience that prepares a diverse community of learners to think critically, communicate effectively, demonstrate a global perspective and engage in lifelong learning and service to others.

Vision Statement: Park University, a pioneering institution of higher learning since 1875, will provide leadership in quality, innovative education for a diversity of learners who will excel in their professional and personal service to the global community.


FI 201 Personal Financial Management


S1J 2013 IN


Marlow, Sidney G.


Adjunct Faculty


Masters in Accounting


Semester Dates

January 14, 2013 through March 10, 2013

Class Days


Class Time

5:30 - 10:00 PM

Credit Hours


Focus on Personal Finance, 4th Edition, by Kapoor, ISBN 9780078034787 publisher McGraw Hill

Textbooks can be purchased through the MBS bookstore

Textbooks can be purchased through the Parkville Bookstore

Additional Resources:

McAfee Memorial Library - Online information, links, electronic databases and the Online catalog. Contact the library for further assistance via email or at 800-270-4347.
Career Counseling - The Career Development Center (CDC) provides services for all stages of career development.  The mission of the CDC is to provide the career planning tools to ensure a lifetime of career success.
Park Helpdesk - If you have forgotten your OPEN ID or Password, or need assistance with your PirateMail account, please email or call 800-927-3024
Resources for Current Students - A great place to look for all kinds of information

Course Description:
FI201 Personal Financial Management : 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 facilitator's educational philosophy is one of interactiveness based on lectures, readings, quizzes, student projects, dialogues, examinations and writings.  The facilitator will engage each learner and the class as a whole in discussions to encourage the lively exploration of ideas, issues and contradictions contained in the materials.L

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.

  Instructor Learning Outcomes
  1. Learn the guaranteed loss versus unlimited loss cost benefit analysis relating to insurance
  2. Learn the basic characteristics of the four basic investment asset classes
  3. Learn the basic differences between economic environments
  4. Learn how money is created in the fractional reserve banking system used in the United States
Core Assessment:

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.

Class Assessment:
Examinations, quizzes, projects, class discussion and attendance will be utilized in assessments.

Two examinations:  mid-term 200 points (20% of total grade); final 200 points (20% of total grade)
5 Quizzes 200 points (20% of total grade)
3 projects 300 points (30% of total grade)
Class discussion and attendance 100 points (10% of total grade)

A= Point total of 900 points or more
B= Point total between 800 and 899 points
C= Point total between 700 and 799 points
D= Point total between 600 and 699 points
F= Point total below 600

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.

Late Submission of Course Materials:
Late submission of materials will be allowed only if the student has been granted an excused absence from the instructor prior to its due date.  No late submission of materials will be allowed for materials due on a date when an unexcused absence occurs.

Classroom Rules of Conduct:
It is expected students will conduct themselves in a professional and courteous manner at all times with respect to all students and faculty members.

Course Topic/Dates/Assignments:
Week One:  Lecture  Chapters 1 and 2  Project 1 Assigned
Week Two:  Lecture  Chapters 3 and 4, Quiz  Projects 2 and 3 Assigned
Week Three: Lecture Chapters 5 and 6, Quiz   Work on Projects
Week Four:  Midterm examination.  Lecture Chapter 7 Work on Projects
Week Five:  Lecture Chapters 8, 9 and 10.  Quiz   Work on Projects
Week Six:  Lecture Chapters 11 and 12.  Quiz  Work on Projects Project 1 Due
Week Seven:  Lecture Chapters 13 and 14  Quiz  Work on Projects Project 2 Due
Week Eight:  Final Examination  Project 3 Due

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 students and faculty members are encouraged to take advantage of the University resources available for learning about academic honesty ( or Park University 2011-2012 Undergraduate Catalog Page 95-96

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. from Park University 2011-2012 Undergraduate Catalog Page 95

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 "F".
  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 2011-2012 Undergraduate Catalog Page 98

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:12/9/2012 8:47:05 AM