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Lecture Personal financial planning – Web chapter B: Career basics
This chapter’s objectives are to: Evaluate financial planning as a business, construct a business plan for a PFP business, define the major types of planner compensation, appreciate the importance of marketing and the ways of doing it, classify common profiles for planning as a career.
5/4/2020 5:46:47 PM +00:00
Lecture Personal financial planning – Web chapter A: Special circumstances planning
In this chapter, the learning objectives are: Identify many common special planning situations, discuss divorce and remarriage requirements, distinguish between planning for traditional and nontraditional households, present the needs of the affluent,...
5/4/2020 5:46:41 PM +00:00
Lecture Personal financial planning – Chapter 20: Completing the process
The goals of this chapter are: Complete the financial planning project, explain the importance of planning integration, demonstrate how PFP theory can improve the practice of financial planning, use overall planning tools such as SWOT, scenario and sensitivity analysis, list the keys to a successful plan.
5/4/2020 5:46:35 PM +00:00
Lecture Personal financial planning – Chapter 19: Behavioral financial planning
The goals of this chapter are: Improve upon PFP performance, apply behavioral finance to PFP, target human characteristics that can undermine your objectives, learn how to overcome human weaknesses,...
5/4/2020 5:46:28 PM +00:00
Lecture Personal financial planning – Chapter 18: Capital needs analysis
Lecture Personal financial planning – Chapter 18: Capital needs analysis. The goals of this chapter are: Understand the role of capital needs in PFP integration, appreciate how risk can alter the capital needs calculation, observe the advantages of a total portfolio management approach,...
5/4/2020 5:46:22 PM +00:00
Lecture Personal financial planning – Chapter 17: Background topics
The goals of this chapter are: Better apply key economic concepts, determine the contribution and regulation of major financial institutions, assess the advantages and disadvantages of alternative forms of business entities, recognize important concepts of business law.
5/4/2020 5:46:16 PM +00:00
Lecture Personal financial planning – Chapter 16: Stocks, bonds, and mutual funds
The goals of this chapter are: Illustrate the characteristics of bonds, stocks, and mutual funds more fully, calculate the value of a bond and bond yields, compute the value of a stock, differentiate between fundamental and technical stock analysis, develop a logical approach to selecting individual mutual funds.
5/4/2020 5:46:10 PM +00:00
Lecture Personal financial planning – Chapter 15: Estate planning
Lecture Personal financial planning – Chapter 15: Estate planning. The goals of this chapter are: Determine what estate planning is and how to employ its key topics, conclude that estate planning isn’t only for the rich, recognize the merits of having a will, establish the steps in an overall estate plan,...
5/4/2020 5:46:04 PM +00:00
Lecture Personal financial planning – Chapter 14: Tax planning
The goals of this chapter are: Discuss the widespread role of taxation in PFP, develop a knowledge of key tax planning strategies, compare the tax benefits of major investment vehicles, understand and complete a tax return.
5/4/2020 5:45:58 PM +00:00
Lecture Personal financial planning – Chapter 13: Educational planning
Lecture Personal financial planning – Chapter 13: Educational planning. The goals of this chapter are: Create an educational planning policy, calculate the amount of educational savings needed annually, establish the relevance of educational planning to overall needs,...
5/4/2020 5:45:52 PM +00:00
Lecture Personal financial planning – Chapter 12: Retirement planning
Lecture Personal financial planning – Chapter 12: Retirement planning. The goals of this chapter are: Recognize the importance of planning for retirement, evaluate retirement savings structures, weigh the advantages and disadvantages of pensions as compared with personal savings vehicles,...
5/4/2020 5:45:46 PM +00:00
Lecture Personal financial planning – Chapter 11: Other insurance
The goals of this chapter are: Determine when insurance should be used, describe the role property and liability insurance has in managing potential losses in real property and legal liability, indicate how personal insurance can reduce losses in human exposures,...
5/4/2020 5:45:40 PM +00:00
Lecture Personal financial planning – Chapter 10: Risk management
Lecture Personal financial planning – Chapter 10: Risk management. The goals of this chapter are: Evaluate risk management as an overall household approach, distinguish the types of risk that people are exposed to, demonstrate how risk modification leads to improved financial management,...
5/4/2020 5:45:34 PM +00:00
Lecture Personal financial planning – Chapter 9: Financial investments
The goals of this chapter are: Apply risk and return principles to investments, develop an overall asset allocation, evaluate the factors that enter into investing in financial assets, relate financial investing to overall household operations, recognize how portfolio management differs from individual asset selection,...
5/4/2020 5:45:28 PM +00:00
Lecture Personal financial planning – Chapter 8: Nonfinancial investments
Lecture Personal financial planning – Chapter 8: Nonfinancial investments. The household can be separated into financial and nonfinancial investments. Nonfinancial investments are the real and human-related assets that contribute importantly to your household portfolio.
5/4/2020 5:45:22 PM +00:00
Lecture Personal financial planning – Chapter 7: Debt
The goals of this chapter are: Develop debt strategies, understand the many facets of debt, calculate and comprehend the rates charged on loans, identify the factors that enter into selecting credit, evaluate a fixed versus a variable rate mortgage, specify the advantages and disadvantages of a credit card loan, interpret debt financial ratios.
5/4/2020 5:45:16 PM +00:00
Lecture Personal financial planning – Chapter 6: Cash flow planning
Lecture Personal financial planning – Chapter 6: Cash flow planning. The goals of this chapter are: Apply cash flow analysis to household finance, treat cash flow planning as a central activity in PFP, utilize budgeting techniques effectively, develop savings approaches, employ financial ratios as an evaluation method.
5/4/2020 5:45:10 PM +00:00
Lecture Personal financial planning – Chapter 5: Financial statements analysis
Lecture Personal financial planning – Chapter 5: Financial statements analysis. The goals of this chapter are: Recognize the importance of financial statements to PFP, produce and evaluate a balance sheet, construct a cash flow statement, compare finance and accounting based techniques.
5/4/2020 5:45:04 PM +00:00
Lecture Personal financial planning – Chapter 4: Household finance
Lecture Personal financial planning – Chapter 4: Household finance. Household finance and PFP theory reflect the basic thought that a household can be perceived as a business and include all resources in making its decisions.
5/4/2020 5:44:58 PM +00:00
Lecture Personal financial planning – Chapter 3: Beginning the planning process
Lecture Personal financial planning – Chapter 3: Beginning the planning process. Communication, data gathering, and goal setting are interrelated topics. Our objective is to begin the planning process smoothly so that goal establishment and data gathering occur correctly and the required information is received.
5/4/2020 5:44:52 PM +00:00
Lecture Personal financial planning – Chapter 2: The time value of money
Lecture Personal financial planning – Chapter 2: The time value of money. The time value of money is one of the basic ideas in finance. As such, it is very important that you understand how to use it in decision making.
5/4/2020 5:44:46 PM +00:00
Lecture Personal financial planning – Chapter 1: Introduction to personal financial planning
The chapter introduces personal financial planning (PFP) and its process for your preliminary examination. This chapter’s objectives are to: Understand what personal financial planning (PFP) is and how it works, place goals at the head of the PFP process, develop familiarity with PFP’s financial and personal frameworks.
5/4/2020 5:44:40 PM +00:00
Lecture Money and capital markets: Financial institutions and instruments in a global marketplace (8th edition): Chapter 26 - Peter S. Rose
Chapter 26 - International banking. In this chapter students will be able to understand the importance of large multinational banks in both domestic and foreign markets, to explore how multinational banks operate around the globe and to identify the financial services that they offer; to see how and why international banking is closely regulated in many areas of the world.
5/4/2020 5:38:58 PM +00:00
Lecture Money and capital markets: Financial institutions and instruments in a global marketplace (8th edition): Chapter 25 - Peter S. Rose
Chapter 25 - International transactions and currency values. In this chapter, you will explore the functions and roles performed by the international markets within the global financial system, you will see how international payments for goods and services are made and how international borrowing and lending can be tracked through a nation’s balance-of-payments accounts.
5/4/2020 5:38:52 PM +00:00
Lecture Money and capital markets: Financial institutions and instruments in a global marketplace (8th edition): Chapter 24 - Peter S. Rose
Chapter 24 - The residential mortgage market. In this chapter, you will learn to understand how the residential mortgage market supplies credit for individuals and families to build and buy homes; to understand the problems faced by lenders in designing new home loan contracts that will protect them against inflation and other risks.
5/4/2020 5:38:46 PM +00:00
Lecture Money and capital markets: Financial institutions and instruments in a global marketplace (8th edition): Chapter 23 - Peter S. Rose
Chapter 23 - Consumer lending and borrowing. After completing this unit, you should be able to see the vital role played by consumers in supplying loanable funds through savings to the money and capital markets; to learn about the important role consumers play as major borrowers of funds and the laws that protect their rights; to explore the characteristics of consumer lending institutions.
5/4/2020 5:38:40 PM +00:00
Lecture Money and capital markets: Financial institutions and instruments in a global marketplace (8th edition): Chapter 22 - Peter S. Rose
Chapter 22 - Corporate stock. In this chapter students will be able to learn about the characteristics of common and preferred corporate stock; to compare and contrast the roles and functions of the organized stock exchanges and the over-the-counter market; to explore the issue of market efficiency.
5/4/2020 5:38:33 PM +00:00
Lecture Money and capital markets: Financial institutions and instruments in a global marketplace (8th edition): Chapter 21 - Peter S. Rose
Chapter 21 - Business borrowing. This chapter focused upon businesses raising funds by borrowing in the open market and by seeking loans extended by banks and other financial institutions.
5/4/2020 5:38:27 PM +00:00
Lecture Money and capital markets: Financial institutions and instruments in a global marketplace (8th edition): Chapter 20 - Peter S. Rose
Chapter 20 - State and local governments in the financial markets. In this chapter, students will be able to examine the marketing process through which state and local government bonds and notes reach investors, and to learn why these instruments are attractive to investors; to explore the various ways in which state and local governments raise the funds they need.
5/4/2020 5:38:20 PM +00:00
Lecture Money and capital markets: Financial institutions and instruments in a global marketplace (8th edition): Chapter 19 - Peter S. Rose
Chapter 19 - The treasury in the financial markets. In this chapter, students will be able to examine the many important roles played by the government’s treasury department; to identify how the government raises new funds and how it spends the funds raised; to understand how the activities of the treasury department impact the money and capital markets and the economy.
5/4/2020 5:38:14 PM +00:00