INSTRUCTOR: TINA DANDRY-MAYES, CLU, ChFC

Office hours: Before class or after class.

Phone: 347-5256 (email: tmayes @ bellsouth.net / or

tcavalier @ ft.newyorklife.com)

COURSE OBJECTIVE: TO PROVIDE A FUNDAMENTAL UNDERSTANDING OF THE CONCEPTS AND TECHNIQUES IN CREATING YOUR OWN PERSONAL FINANCIAL PLAN AND HOW TO WORK WITH THE PROFESSIONAL ADVISORS IN THE PLANNING AREA (INSURANCE AGENTS, BROKERS, REAL ESTATE AGENTS, CPA, ATTORNEY BANKER, ETC).

TEXT: Personal Finance by Jeff Madura (2^nd Edition)

Pearson Education, Inc (Addison & Wesley)

TEACHING METHOD: Primarily lectures using power point, some problems for homework, class discussion, real life examples and creation of your own financial plan.

TYPE OF WORKLOAD: Student is expected to read chapters assigned and be prepared for class discussion. Questions may be assigned for homework. There will be 3 tests plus final exam. There will be a financial plan due at end of semester. The final grade will be cumulative. Tests will be multiple choice, true or false, fill in blanks and essay.

Your grade will be determined as follows:

EXAM 1 15%

EXAM 2 15%

EXAM 3 15%

FINAL EXAM 20%

CLASS PARTICIPATION 15%

FINANCIAL PLAN 20%

100%

GENERAL RULES:

Attendance is required –Make-up exams must be scheduled. If there are compelling reasons why you must miss class, please notify me as soon as possible. Exercise courtesy during class discussion. Please do not monopolize discussion and do not sit idle during discussions.

COURSE SYLLABUS – Spring 2004

PERSONAL FINANCIAL PLANNING UFIN 356

Class Schedule:

Wednesday

1/14 Ch 1 / Discuss Financial Plan/ stock quotes

1/21 Ch 2, 3

1/28 Ch 4, 5/ stock quotes due 2/11 with 1/30/04 sh. Price

2/4 Outside study no class

2/11 Test on Chp. 1-5/ Stock quotes due

2/18 Ch 6,7 / Stock quote due 3/3/04 with 2/27 sh. price

2/25 Spring Break

3/3 Ch 8, 9 / Stock quotes due

3/10 Ch 10

3/17 Test 2 on Ch 6-10

3/24 Ch 11,12 / Stock quotes due with 3/31 value

3/31 Ch. 13,14, 15 / Quotes due

4/7 Test on Ch. 11-15

4/14 Ch. 16, 17

4/21 Ch. 18, 19 / Financial Plan due

4/28 Ch. 20 / Review for Final

5/5 Final Exam Ch. 16-20 / Final stock quote due with 4/28 share prices

STOCK VALUES

$10,000 invested into 5 stocks : $2000 into each one

(Below list your five (5) companies, their symbols and share prices for required dates)

Name of Company $2000 into each company	Stock Symbol and # of shares initially purchased	Share price 1/28/04	Share price 2/27/043	Share price 3/31/043	Share price 4/28/04
*Ex: IBM*	*IBM – 22.47 shares*	*$89.00*	*$78*	*$101*

Total value of portfolio as of 11/20/03 $ __________________________.