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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.


Athena Title

FIN PLAN ANALYSIS


Equivalent Courses

Not open to students with credit in FHCE 8200E


Semester Course Offered

Offered fall


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


Syllabus