BUSI 1307
Personal Finance

Western Texas College

  1. Basic Course Information
    1. Course Description: Personal and family accounts, budget and budgetary control, bank accounts, charge accounts, borrowing, investing, insurance, standard of living, renting or home ownership, and wills and trust plans.
    2. Key terms, review questions and discussion questions in each assigned chapter constitute the core material to master for tests.
  2. Information about Learning Objectives and Outcomes - Student Learning Outcomes:
    1. Analyze factual knowledge including terminology, classification, methods, and trends.  The knowledge will be assessed using tests, quizzes, and written assignments.
    2. Analyze and apply course material to specific situations to improve thinking skills, problem solving skills, and decision-making skills.The application of course material will be assessed using current events, in which students will lead open discussions.
    3. Demonstrate specific skills, competencies, and points of view needed by professionals in the field most closely related to this course.
      Demonstration will be assessed through a real world scenario project.
    4. Analyze the fundamental principles, generalizations, and theories that are used in personal finance.  Assessed through tests, quizzes, written assignments and a real world scenario project.

    Disclaimer: Students may vary in their competency levels on these abilities. You can expect to acquire these abilities only if you honor all course policies, attend class regularly, complete all assigned work in good faith and on time, and meet all other course expectations of you as a student.

  3. Major Course Requirements
    1. Major course requirement:  Chapter quizzes
    2. Major course requirement:  Chapter exams
  4. Information on Readings
    1. Required text: Personal Finance, Turning Money into Wealth; Arthur J. Keown, 7th Edition, Pearson. ISBN: 9780133973334
  5. Other Policies:  Please refer to the WTC Course Catalog for the following:
    1. Campus Calendar
    2. Final Exam schedule
    3. How to drop a class
    4. Withdrawal information
    5. Student Conduct/Academic Integrity
    6. Students with disabilities
  1. Course Organization

WEEK #1:

Chapter 1

Financial Planning

WEEK #2:

Chapter 2

Measuring Financial Health

WEEK #3:

Chapter 3

Time Value of Money

WEEK #4:

Chapter 4

Tax Planning and Strategies

WEEK #5:

Chapter 5

Cash or Liquid Asset Management

WEEK #6:

Chapter 6

Using Credit Cards

WEEK #7:

Chapter 7

Student and Consumer Loans

WEEK #8:

Chapter 8

Home and Automobile Decisions

WEEK #9:

Chapter 9

Life and Health Insurance

WEEK #10:

Chapter 10

Property and Liability Insurance

WEEK #11:

Chapter 11

Investment Basics

WEEK #12:

Chapter 12

Investing in Stocks

WEEK #13:

Chapter 13

Retirement Planning

WEEK #14:

Review

Review

WEEK #15:

No new material

Dead Week

WEEK #16:

Date TBD

Final

 

 

 

Last Modified: November 30, 2015