FI 201 Personal Financial Management
F1Z 2012 ML
Degel, Thomas M.
Senior Adjunct Instructor of Management/Finance
MBA, University of Montana, 1989BBA, Gonzaga University, 1981
August 20 - October 14, 2012
5:00 - 7:30 PM
Textbooks can be purchased through the MBS bookstore
Textbooks can be purchased through the Parkville Bookstore
Additional Resources: Parkonline eCompanion Website to access lecture/discussion notes, additional reading resources, and other related material.
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Educational Philosophy: To provide an interactive learning environment focusing on critical thinking and the exchange of ideas; and to imbue the student with a framework for planning and managing finances through the use of lectures and class discussions supplemented by readings, cases, , current events, problem solving and examinations. The instructor's goal is to make this course one of the most practical and useful classes the student will take.
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.
Class Assessment: Students will be assessed based upon their performance in class discussions, developing a Personal Financial Planner, a Mid-Term Exam and a Final Exam, weekly assignments and problem solving.
Learning the material in this course is important and is the main criteria the instructor will use to assign final letter grades. Exams: The Mid-Term Exam will include material from Chapters 1-9. The Final Exam will be comprehensive, but will emphasize material from Chapters 10-19. Assignments and Cases: All assignments, cases, and presentations must be completed and turned in prior to the Final Exam.
Final letter grades will be determined using the following measurements:
Less than 60%
Less than 600 pts
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.
Military students departing on official orders should complete all assignments and tests prior to departure. Any student having surgery, a severe illness, or experiencing an illness or bereavement of an immediate family member, should fax a doctor’s corroborating statement to the instructor. The above statements will still apply, however, the instructor will use the written verification as documentation for approving late assignments and as justification for an “Incomplete,” should the student request such action.
Classroom Rules of Conduct: Attend class and be on time. Be prepared for class. Read and be prepared to discuss the assigned readings, cases, and problems. Participate in class discussions – this is a very important part of your education. Be prepared for examinations – assigned readings will not always be reviewed in-depth, but examinations will be from both assigned readings and class lectures and discussions. My strategy is to vary methods and assignments to maintain interest in the course and to spark creativity. Classes will consist of lectures on assigned readings, group/seminar discussions, group work and presentations, case studies, videos, and classroom presentations and discussions of current management problems or current domestic and global events.
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 (www.park.edu/current or http://www.park.edu/faculty/).from Park University 2011-2012 Undergraduate Catalog Page 95-96
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. 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.
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: http://www.park.edu/disability .
Last Updated:7/9/2012 11:24:32 AM