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-------- Only your final exam remains - Starts sharp at 9am on May 19th ends at noon regardless of the time you start IMPORTANT DOORS WILL E LOCKED YOU NEED TO BUZZ SECURITY(IF YOU DON'T HAVE A CARD) AND TELL THEM YOU ARE WRITING AN EAXAM IN P318 ----------- Congrats on great group presentations - I believe we all learned something and your PowerPoints are posted as a collective under May 12th ------ Some files on this site are password protected ----------- Files are updated and new links appear after every class so make sure you refresh your web browser -----------

Certificate in Financial Planning - Course #1 – Financial Planning Fundamentals (R1-09/01/12)

Location:  RRC Princess Street Campus, Room P318
Time:  Saturdays  - 9:00am to Noon (January 14th, 2012 through May 19th, 2012)
Course instructor: Jerry Wake
Materials: Personal Finance – Turning money into wealth text ISBN # 0-13-062014-9; HP 10Bii Calculator
Course Objectives: To introduce the Personal Financial Planning process and its various components and steps. Specific topics include understanding available investment products as well as the theory of their use in financial planning. Students will gain the ability to use a financial calculator in determining the time value of money. 

Course Agenda:                                                                                

Class #: Date: Subject Reading Notes Handouts Points
1 January 14 Introduction Chapter 1 January 14 Six Step Process  Course _Syllabus Course Outline    Ethics Standards Oral presentation assigned
2 January 21 Time Value of Money Chapter 3 January 21 Calculator Questions Must have calculator for this class
3 January 28 Money Management Chapter2 January 28  Ten Tips  
4 February 4 Credit Management Chapter 6 & 7 February 4    
5 February 11 Personal Assets Chapter 8 February 11 Case Study  Group work assigned
  February 18         No Class
6 February 25 Financial Economics Chapter 5 February 25 Business_Cycle  
7 March 3 Income Taxes Chapter 4 March 3 See these slides for the tax case study  Tax forms required Schedule8 ManitobaTaxRates Must bring the tax return forms (2sets) to this class
8 March 10 (+) Income Taxes Continued March 10   Mid-Term Exam
9 March 17 Risk Management Chapter 9 & 10 March 17    
10 March 25 Investment Planning Chapter 11 March 25 Questionnaire Answers  
  March 31         No Class
  April 7         No Class
11 April 14 (*) Investment Products Chapter 12, 13, 14, & 15

April 14

 Required Homework Must bring the required homework to this and next class.  Income Tax assignment due.
12 April 21 Investment Products Continued April 21    
13 April 28 Retirement Planning Chapter 16 April 28    
14 May 5 Estate Planning Chapter 17 May 5 Death in the Family Powers of Attorney Trusts  
15 May 12 (#) Group Case Presentations   May 12 Alternative Final Exam Write Time 11am to 2pm All Group Presentations Due All Oral Presentations Due 
16 May 19 Final Exam       All assignments and presentations must be completed in order to write

Course requirements:

  1. Complete any exit slips prior to leaving the classroom (a component of your 10% participation mark)
  2. Complete and present a graphic organizer depicting the six step financial planning process. (Mark = Complete or Incomplete + a component of your 10% participation mark)
  3. Complete a tax return. (Mark = Complete or Incomplete + a component of your 10% participation mark)
  4. In a group complete a case study and present solutions. (Mark = Complete or Incomplete + a component of your 10% participation mark)
  5. (+) Optional mid-term exam (20% or 0% of your final grade – if you choose not to write the mid-term or do better on the final then your mid-term will be worth 0%)
  6. 100 question multiple-choice final exam. (70% or 90% of your final grade – see note 5)
  7. You must complete the assignments (1,2 & 3) to qualify to write the exam.  Your final mark may be reduced by 5% per week past the due date until assignments are completed. You will not be able to write the final exam until they are completed and then may incur additional costs to write the final exam.  (*) The income tax assignment is due by the beginning of class on April 14th .  (#) All oral presentations must be completed by the end of the class on May 12th but time may be booked in advance with myself – 2 slots during each break if you wish to complete this requirement early.  On May 12th there will be time allocated by lottery after the Group presentations for any students who have not already presented their graphic organizer.
  8. Final date for Voluntary withdrawal is Student Central's close of business April 27th, 2012.


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