Similar case studies will be a base for the exam

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Syllabus Title of the course: Financial Management

Number of hours: 16+14 = 30 hours ECTS: 5

Semester: 3 (winter), MME Lecturer: Dr. Mariusz Dybał, Ph.D.

Office: room 203c – A building Office hours: To be agreed E-mail: mariusz.dybal@uwr.edu.pl

Home page: https://prawo.uni.wroc.pl/user/12048/students-resources?language=en Course objectives:

To empower students to successfully make and carry out a plan for their financial future;

Provide knowledge about personal finance, financial markets and institutions;

To develop the critical-thinking and problem-solving skills necessary to respond to challenging situations in personal finance and students future careers;

To organize students’ thinking then examines the models as real-world scenarios in a personal finance from a practitioner’s perspective.

Grading policy:

Lecture: There will be case studies every week as a part of each lecture. Similar case studies will be a base for the exam.

Classes: Each Student is asked to prepare for the class using lecture as a base material. Classes will end with the test at the last meeting. Grade could be upgraded thanks to the Student performance during classes.

Table of contents:

1. Overview of a Financial Plan

PART 1: TOOLS FOR FINANCIAL PLANNING 2. Planning with Personal Financial Statements 3. Applying Time Value Concepts

4. Using Tax Concepts for Planning

PART 2: MANAGING YOUR LIQUIDITY 5. Banking and Interest Rates

6. Managing Your Money

7. Assessing and Securing Your Credit 8. Managing Your Credit

PART 3: PERSONAL FINANCING 9. Personal Loans

10. Purchasing and Financing a Home PART 4: PROTECTING YOUR WEALTH 11. Auto and Homeowner’s Insurance 12. Health and Disability Insurance 13. Life Insurance

PART 5: PERSONAL INVESTING 14. Investing Fundamentals

15. Investing in Stocks 16. Investing in Bonds 17. Investing in Mutual Funds 18. Asset Allocation

PART 6: RETIREMENT AND ESTATE PLANNING 19. Retirement Planning

20. Estate Planning

PART 7: SYNTHESIS OF FINANCIAL PLANNING 21. Integrating the Components of a Financial Plan