FINANCE 232 SYLLABUS
Finance 232 David Sinow, JD PhD
Spring 2009 E-mail: dsinow@illinois.edu
Tues, Thurs. 8:30-9:50 AM Office Phone: 265-4083
Classroom: BIF Auditorium Office: 450 Wohlers
Webpage: www.cba.uiuc.edu/d-sinow Office Hours: Tues. 3-4:30 PM and by appointment
Grad. Assistants:
Brittany Kenter bkenter2@law.illinois.edu
Required: 1) Materials Handout from Notes & Quotes (Johnstown Centre); 2) Guide to Money & Investing (Bookstore); 3) The Wall Street Journal is required reading; 4) A financial calculator is required. (Texas Instrument BAII+ is recommended.)
|
DATE |
TOPIC |
ASSIGNMENT |
|
1/20 |
Introduction and Basic Financial Concepts |
WSJ Guide 1-150 |
|
1/22 |
Real Estate |
NQ 7-12 |
|
1/27 |
Real Estate (GS) |
NQ 7-12 |
|
1/29 |
Employee Benefits |
NQ 13-28 |
|
2/3 |
Employee Benefits |
NQ 29-37 |
|
2/5 |
Health Care |
NQ 38-52 |
|
2/10 |
Social Security/Health Care |
NQ 38-52 |
|
2/12 |
Other Benefits/Discussion of AYCO Plan |
NQ 219-242 |
|
2/17 |
Life Insurance & Wealth Management |
NQ 53-73 |
|
2/19 |
Life Insurance |
NQ 53-73 |
|
2/24 |
Life Insurance |
NQ 53-73 |
|
2/26 |
Stocks, Bonds, and Mutual Funds |
Bring WSJ to class; NQ 77-96 |
|
3/3 |
Stocks, Bonds, and Mutual Funds/Midterm Review |
Bring WSJ to class; NQ 77-113 |
|
3/5 |
MIDTERM EXAMINATION |
|
|
3/10 |
Midterm Returned/Lecture |
|
|
3/12 |
AYCO |
NQ 219-242 |
|
3/17 |
Estate Planning |
NQ 114-153 |
|
3/19 |
First Draft of AYCO Plan Due in Class/ Estate Planning Cont’d |
NQ 114-153 |
|
3/31 |
|
|
|
4/2 |
Federal Income Tax |
NQ 158-183 |
|
4/7 |
Estate Planning |
NQ 114-153 |
|
4/9 |
Estate Planning |
NQ 114-153 |
|
4/14 |
Estate Planning/Municipal Bonds |
|
|
4/16 |
AYCO |
NQ 219-242 |
|
4/21 |
AYCO Plan Due in Class (2 Copies) & Actuarial Tables/Net Single Premium |
NQ 74-76 |
|
4/23 |
How to Really Buy a Car (GS) |
NQ 215-218 |
|
4/28 |
Banking & Borrowing |
NQ 184-214 |
|
4/30 |
|
|
|
5/5 |
Final Exam Review |
|
|
TBA |
FINAL EXAM: 8-11AM, Wed, May 13 |