| Course ID: | FHCE 8200E. 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: | Financial Plan and Analysis |
| Duplicate Credit: | Not open to students with credit in FHCE 8200 |
| Nontraditional Format: | This course will be taught 95% or more online. |
Semester Course
Offered: | Offered fall and spring semester every year. |
| Grading System: | A-F (Traditional) |
|
| Course Objectives: | Students will be familiar with theories of saving, time
allocation 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 |