Course ID: | FHCE 8200. 3 hours. |
Course Title: | Financial Planning and Analysis |
Course Description: | Family financial decision making over the life cycle. Advanced techniques in present and future value analysis. Economics of saving and borrowing, insurance and risk management, and retirement and estate planning. Effects of public policy on household financial decisions, and the interrelationship between family finance and the labor market. |
Oasis Title: | FIN PLAN ANALYSIS |
Duplicate Credit: | Not open to students with credit in FHCE 8200E |
Semester Course Offered: | Offered fall semester every year. |
Grading System: | A-F (Traditional) |
|
Course Objectives: | Students will be familiar with theories of saving, time alloation over the life
course, and issues surrounding consumer debt, household investment and insurance
practices,and financial markets for individuals and families. |
Topical Outline: | Two period model of consumption and savings
Present and future value
Life-cycle economics
Risk and uncertainty
Investment under uncertainty
Risk and return
Diversification
Credit
Consumer credit
Mortgages
Family finance and public policy
Taxes
The Federal Reserve
Access to credit
Family finance and the labor market - Employee benefits |