Syllabus Title of the course: Personal Finance
Number of hours: 16 hours ECTS: 5
Semester: 6 (summer), BBA, Finance 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:
Exam.
Table of contents:
The Financial Planning Process
Measuring Your Financial Health and Making a Plan Understanding and Appreciating the Time Value of Money Tax Planning and Strategies
Cash or Liquid Asset Management
Using Credit Cards: The Role of Open Credit
Student and Consumer Loans: The Role of Planned Borrowing The Home and Automobile Decision
Life and Health Insurance Property and Liability Insurance Investment Basics
Investing in Stocks
Investing in Bonds and Other Alternatives Retirement Planning
Estate Planning: Saving Your Heirs Money and Headaches Financial Life Events—Fitting the Pieces Together
Recommended reading:
Arthur J. Keow, Personal Finance, Pearson
