Part 1: Tools for Financial Planning
January 13: Chapter 1 Overview of a Financial Plan
January 20: HOLIDAY MARTIN LUTHER KING, JR.
January 27: Chapter 2 Personal Financial Statements
(Resources) Chapter 3 Applying Time Value Concepts
February 3: Chapter 4 Using Tax Concepts for Planning; Speaker IRS

Part 2: Managing Your Liquidity
February 10: Chapter 5 Banking and Interest Rates; Chapter 6 Managing Your Money
Exam Part 1 (two 10 pt. projects)
February 17 Chapter 7 Managing Your Credit; Speaker Credit Cards

Part 3: Personal Financing
February 24 (Goals) Chapter 8 Personal Loans; Chapter 9 Purchasing and Financing a Home

Part 4: Personal Investing
March 3 Chapter 10 Basics for Investing in Stocks; Chapter 11 Return and Risk from Investing in Stocks; Speaker Investments
March 10 Chapter 12 How to Purchase Stocks; Chapter 13 Investing in Bonds
Exam Parts 2 & 3 (two 10 pt. projects)
March 17 Chapter 14 Investing in Mutual Funds; Chapter 15 Asset Allocation
March 24 HOLIDAY SPRING BREAK

Part 5: Protecting Your Wealth
March 31 (Music) Chapter 16 Auto, Homeowner’s, and Health Insurance
April 7 Chapter 17 Life Insurance; Chapter 18 Retirement Planning; Speaker Social Security Office
April 14 Chapter 19 Estate Planning
Exam Part 4 (one 10 pt. project)

Part 6: Synthesis of Financial Planning
April 21(Web Sites) Chapter 20 Integrating the Components of a Financial Plan
Review/complete reports
April 28 FINAL EXAM, including Parts 5 & 6.

“I finally get it that the time value of money is very important.”
“This class covered a lot more than I expected.”
“My financial horizons have been broadened.”
“I learned to be an investor without being rich.”
“The importance of killing off debt became abundantly clear.”
“The speakers were really knowledgeable”
“I can truly use most everything I’ve learned.”