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FINC205-12S1 (C) Semester One 2012
Personal Finance with Mathematics

15 points, 0.1250 EFTS
20 Feb 2012 - 24 Jun 2012 		↓Other occurrences

Description

Introduction to personal finance using calculus and statistics: simple and compound interest; annuities and pensions; amortisation and mortgages; taxes; insurance; credit cards; stocks, bonds and risk.

Learning Outcomes

The objective of the course is to introduce students to aspects of personal finance with special emphasis on the student developing their knowledge, skill and understanding of the mathematical and statistical underpinnings of the selected topics.  Extensive use will be made of theorems and mathematical proofs.

Pre-requisites

(1) MATH102 or MATH108 or equivalent; (2) STAT101 or MSCI110 or equivalent.

Timetable

Lectures
Streams Day Time Where Notes
Stream 01 Monday 4:00pm-5:00pm E16 Lecture Theatre 20 Feb - 1 Apr,
23 Apr - 3 Jun
Tuesday 5:00pm-6:00pm E16 Lecture Theatre 20 Feb - 25 Mar,
23 Apr - 3 Jun
Wednesday 10:00am-11:00am E16 Lecture Theatre 20 Feb - 1 Apr,
30 Apr - 3 Jun
Friday 8:00am-9:00am E11 Lecture Theatre 20 Feb - 1 Apr,
23 Apr - 3 Jun

Course Coordinator

Bill Rea

Assessment

Assessment Due Date Percentage 
Final Exam 50%
Mid-semester Test 25%
Take Home Test 1 12.5%
Take Home Test 2 12.5%

Examination and Formal Tests

Exam Wednesday 20 Jun 2012 2:30pm-5:30pm  
Test Tuesday 27 Mar 2012 5:00pm-7:30pm E9 Lecture Theatre

Textbooks

Recommended Reading

Fabozzi, Frank J; Fixed income mathematics : analytical & statistical techniques; Rev. ed.; Probus Pub. Co, 1993.

Lovelock, David , Mendel, Marilou., Wright, A. Larry; An introduction to the mathematics of money : saving and investing; Springer, 2007.

Zipf, Robert; Fixed income mathematics; Academic Press, 2003.

Notes

This course will use Beamer presentations in lectures.  The slides will be available on LEARN before class in pdf format.  You will need to be familiar with material other than the Beamer presentations such as the recommended textbooks, lecture notes, tutorial/problem session material and any other supplementary material.

Fees

Domestic fee $655.00
International fee $2,888.00

Minimum enrolments

This course will not be offered if fewer than 20 people apply to enrol.


For further information see Department of Economics and Finance.

All FINC205 Occurrences

  • FINC205-12S1 (C) Semester One 2012
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