STATE UNIVERSITY OF NEW YORK
COLLEGE OF TECHNOLOGY
CANTON, NEW YORK
COURSE OUTLINE
FSMA 201 - INTRODUCTION TO FINANCIAL PLANNING
Prepared By: Peggy Jenkins
SCHOOL OF BUSINESS AND LIBERAL ARTS
BUSINESS DEPARTMENT
FALL 2006
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Introduction to Financial Planning: FSMA 201 Course Outline, Study notes of Finance
An outline for the fsma 201: introduction to financial planning course offered at the state university of new york college of technology in canton, new york. The 3-credit course covers various aspects of financial planning, including managing taxes, assets, credit, insurance needs, and investments. Students will learn to calculate present and future values, understand the impact of taxes on financial decisions, and explore different types of insurance and loan options. The course is offered in fall, spring, and summer semesters and requires pre-requisites in accounting and economics or instructor permission.
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STATE UNIVERSITY OF NEW YORK
COLLEGE OF TECHNOLOGY
CANTON, NEW YORK
COURSE OUTLINE
FSMA 201 - INTRODUCTION TO FINANCIAL PLANNING
Prepared By: Peggy Jenkins SCHOOL OF BUSINESS AND LIBERAL ARTS BUSINESS DEPARTMENT FALL 2006
FSMA 201 - INTRODUCTION TO FINANCIAL PLANNING
A. TITLE: Introduction to Financial Planning B. COURSE NUMBER: FSMA 201 C. CREDIT HOURS: 3 D. WRITING INTENSIVE COURSE (OPTIONAL): No E. COURSE LENGTH: 15 weeks F. SEMESTER(S) OFFERED: Fall, Spring and Summer as needed G. HOURS OF LECTURE, LABORATORY, RECITATION, TUTORIAL, ACTIVITY: 45 scheduled hours per semester H. CATALOGUE DESCRIPTION: This course will cover the personal financial planning process, regulatory, and ethical considerations in personal financial planning, time value of money problems, an overview of retirement planning, housing issues, and proper ways of purchasing major durable goods. I. PRE-REQUISITES/CO-COURSES: ACCT101, ECON103 or permission of the instructor. J. STUDENT LEARNING OUTCOMES: Calculate present and future values in determining loan payments. Calculate present and future values in determining retirement planning. Group retirement fund options according to risk. Illustrate the impact of taxes on financial decisions. Describe the different types of insurance. Explain the different types of loan options available. Classify the cash and savings account plans into risk and availability categories. Demonstrate an understanding of the factors that affect the housing market. K. TEXTS: as determined by instructor L. REFERENCES: as determined by instructor M. EQUIPMENT: access to a personal computer