Syllabus
Boston University
Metropolitan College
PERSONAL FINANCIAL PLANNING – MG202
General Information
Instructor name: Mark Passacantando, RFC, MBA Managing Member, Financial Planning Partners LLC Past Chairman, Financial Planning Association of Massachusetts
Day and Time: Tuesday/Thursday, 6:00 – 9:30 p.m.
Office Phone: cell (617) 388-6350
Email: mpassa@bu.edu
Office Hours: by appointment
Course Content and Objectives
This course will look at the principal issues facing an individual in today’s complex financial environment. It will enable the student to make informed decisions in the context of his/her own specific situation and circumstance so that the chance of success is maximized, all risks are assessed and the chance of any undesirable outcome is minimized. The course will lay groundwork for the functionality of the financial marketplace as well as to provide strategies to achieve stated life goals through financial planning. Subjects will include the comprehensive financial planning process, establishing financial goals, preparing personal financial statements, budgeting, managing credit, investments, personal taxes, life, health, disability and long term care insurance, retirement planning and estate planning. This course is practical, hands-on and is developed in way that the student will be able to use these tools throughout one’s life in a meaningful way.
Text and Readings
Personal Finance, Turning Money Into Wealth, Arthur J. Kweon, 5th edition.
Email
While email communication to the instructor is discouraged, there may be a necessity to communicate with students for timely announcements. Therefore, it is required that all students have a valid BU email address. Information on the process of obtaining one can be found on the internet or by contacting the Registrar.
Other Suggested Reading and Resources
Available publications are excellent in this area and include Money Magazine, Kiplinger, Fortune, Business
Metropolitan College
PERSONAL FINANCIAL PLANNING – MG202
General Information
Instructor name: Mark Passacantando, RFC, MBA Managing Member, Financial Planning Partners LLC Past Chairman, Financial Planning Association of Massachusetts
Day and Time: Tuesday/Thursday, 6:00 – 9:30 p.m.
Office Phone: cell (617) 388-6350
Email: mpassa@bu.edu
Office Hours: by appointment
Course Content and Objectives
This course will look at the principal issues facing an individual in today’s complex financial environment. It will enable the student to make informed decisions in the context of his/her own specific situation and circumstance so that the chance of success is maximized, all risks are assessed and the chance of any undesirable outcome is minimized. The course will lay groundwork for the functionality of the financial marketplace as well as to provide strategies to achieve stated life goals through financial planning. Subjects will include the comprehensive financial planning process, establishing financial goals, preparing personal financial statements, budgeting, managing credit, investments, personal taxes, life, health, disability and long term care insurance, retirement planning and estate planning. This course is practical, hands-on and is developed in way that the student will be able to use these tools throughout one’s life in a meaningful way.
Text and Readings
Personal Finance, Turning Money Into Wealth, Arthur J. Kweon, 5th edition.
While email communication to the instructor is discouraged, there may be a necessity to communicate with students for timely announcements. Therefore, it is required that all students have a valid BU email address. Information on the process of obtaining one can be found on the internet or by contacting the Registrar.
Other Suggested Reading and Resources
Available publications are excellent in this area and include Money Magazine, Kiplinger, Fortune, Business