Mgt 12

Topics: Personal finance, Investment, Finance Pages: 7 (1472 words) Published: May 29, 2013
MGT 12: Personal Financial Management
Undergraduate, Spring 2013
Tuesday and Thursday 5:00-6:20PM
Location : Center Hall, Room 109

PROFESSOR : Joe Pecore
PHONE : (760) 533-6751
OFFICE : Otterson Hall 2E108
OFFICE HOURS : Thurs 3:30PM-4:30PM and by appointment

TEACHING ASSISTANTS: Brian Powers and Megan Magee

Brian Powers,
OFFICE & OFFICE HOURS: Otterson Hall Rady Undergrad Lounge 2S122, Thurs 1:15-3:15PM Megan Magee,
OFFICE & OFFICE HOURS: Otterson Hall 2E108, Wed 3:45-4:45PM


This course is intended to give students a foundation in personal financial planning, budgeting and money management. Upon completion of the course, students should have an understanding of associated terminology and possess basic skills in personal finance and money management.


Specifically, the course is intended to be foundational and help prepare students for financial independence after graduation. Key learning areas will be the following:

* Personal Finance Basics
* Time Value of money
* Budgeting/Tracking Spending
* Banking
* Consumer Credit
* Housing
* Investing
* Retirement



* Personal Finance, 10th Edition, Kapoor, Dlabay, Hughes, McGraw-Hill/ Irwin, Inc., 2012. * Course Reader- Available through University Readers. Purchase instructions found on Ted


* Staying current with Personal Finance world through many of readily available media outlets such as CNBC, Personal Finance Experts, (Suze Orman), Wall Street Journal Personal Finance Section, Money magazine, Personal Finance webpage of Yahoo Finance, etc…


It is important to attend class. In general, class time will consist of lectures, discussion of articles, coverage of select personal finance topics and possible guest speakers. Participation and engagement are encouraged and will enrich the learning experience and your grade.


Students are expected to be prepared for class by completing reading and assigned homework. Homework will be collected and will consist of a combination of terminology and problems from the text. Generally, students will be expected to read the chapter and article prior to class (preread) and submit the associated homework assignment on the due date. See schedule on next page for details.

In order to receive credit for homework, students must submit a hard copy of the homework by the beginning of class. It is suggested that students complete assignments using software. Microsoft Excel is well suited for assignments as homework will be quantitative in nature.

There is a project to track personal spending for one month. This will be assigned a few weeks into the quarter and due the last week of class. Excel is mandatory for this.


Grading Category| Points [or percentage]|
Class Participation| 10|
Homework (3 assignments @ 5 points each)| 15|
Personal Spending Tracker/Daily Spending Diary| 10|
Exam 1*| 20 or 25|
Exam 2 *| 20 or 25|
Final Exam *| 20 or 25|
Total| 100|

*For Exams, one may count highest 25% and the others 20% each to comprise 65% of final grade


A 93+ PointsC73-76
A- 90-92C-70-72
B83-86Fbelow 60


You are expected to be present for Exams. If you are unable to be present for a legitimate, unavoidable emergency, you are required to give me notification of the reason prior to the exam. The decision to offer a make-up exam will be made on a case by case basis and make-ups are very rare.

Class Date | Class Topic & Activities| Chapter | Assignments| Apr 2Apr 4| Introduction to CourseBasics of Personal FinanceTime Value of Money| 1| Read Chapter 1 Read Article 1 | Apr 9Apr 11|...
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