1. COURSE OBJECTIVES
Personal Finance Management course aims to equip students with the knowledge of personal finance planning, personal finance management, consumer credit management and banking services… in order to optimize the capability of using personal finance. In addition, the course also provides the knowledge of financial asset investment, financial markets, investment environment research and personal financial plan for the future. The research contents in this course include:
– CO1: Personal Financial Statements
– CO2: Time Value concept
– CO3: Banking and Interest Rates
– CO4: Manage your money and credit
– CO5: Assess and secure your credit
2. COURSE CONTENTS
|
No. |
Contents |
Time Allocation |
Contribution to CLO |
|||
|
Hour(s) on the class |
Essays, exercise, Assignments… (3) |
Self-study with teacher’s tutorials (4) |
||||
|
Lecture (1) |
Practice, Seminar… (2) |
|||||
|
1 |
Chapter 1: Overview of a Financial Plan |
3 |
1 |
0 |
6.5 |
1,6,7,8,9 |
|
2 |
Chapter 1: Overview of a Financial Plan (con’t) |
2 |
1 |
1.5 |
5.5 |
1,6,7,8,9 |
|
3 |
Chapter 2: Planning with Personal Financial Statements |
2 |
0 |
0 |
6.5 |
2,6,7,8,9 |
|
4 |
Chapter 2: Planning with Personal Financial Statements (con’t) |
2 |
2 |
3 |
6.5 |
2,6,7,8,9 |
|
5 |
Chapter 3: Applying Time Value Concepts |
2 |
0 |
0 |
6.5 |
1,6,7,8,9 |
|
6 |
Chapter 3: Applying Time Value Concepts (con’t) |
2 |
3 |
3 |
6.5 |
1,6,7,8,9 |
|
7 |
Mid-term test |
0 |
0 |
0 |
0 |
1,2,6,7,8,9 |
|
8 |
Chapter 4: Banking and Interest Rates |
2 |
0 |
0 |
5.5 |
3,6,7,8,9 |
|
9 |
Chapter 4: Banking and Interest Rates (con’t) |
2 |
1 |
0 |
5.5 |
3,6,7,8,9 |
|
10 |
Chapter 5: Managing Your Money |
2 |
3 |
3 |
5.5 |
4,6,7,8,9 |
|
11 |
Chapter 5: Managing Your Money (con’t) |
3 |
0 |
0 |
6 |
4,6,7,8,9 |
|
12 |
Chapter 6: Assessing and Securing Your Credit |
2 |
1 |
3 |
5.5 |
4,5,6,7,8,9 |
|
13 |
Chapter 6: Assessing and Securing Your Credit (con’t) |
2 |
3 |
0 |
5.5 |
4,5,6,7,8,9 |
|
14 |
Chapter 7: Managing Your Credit |
2 |
0 |
4.5 |
5.5 |
4,5,6,7,8,9 |
|
15 |
Chapter 7: Managing Your Credit (con’t) |
2 |
0 |
4.5 |
5.5 |
4,5,6,7,8,9 |
|
Total (hour) |
30 |
15 |
22.5 |
82.5 |
||
3. COURSE ASSESSMENT
– Score ladder: 10
– Type of assessment
|
Form |
Content |
Criteria |
CLO |
Proportion |
|
|
Formative |
Attendance |
Assessment of attitude |
The number of attendances and participation in lesson |
8,9 |
10% |
|
Assignment |
Knowledge and skill assessment – Form: Individual assignment – Content: Create your personal financial statements |
– Criteria: + Clear and feasible topics : 2 points + Sufficient contents, straight to the point, logical analysis: 4 points + Use of variety of references: 1 point + Coherent writing, precise citation: 1 point + Well-presented, good Q&A part: 2 points Total: 10 points |
1-7 |
30% |
|
|
Summative |
Final test |
Knowledge, skill and attitude assessment – Form: Semi multiple choice questions/MCQ + written questions (1-2 case study solving) (60-70 mins) – Content: all materials covered in the course schedule
|
– Criteria: + Giving precise MC answers: 6 points + Clear, structured, informative essays: 4 points Total: 10 points
|
1-9 |
60% |
|
|
|
|
Total: |
100% |
|