FINC101-21S1 (C) Semester One 2021

Personal Finance

15 points

Details:
Start Date: Monday, 22 February 2021
End Date: Sunday, 27 June 2021
Withdrawal Dates
Last Day to withdraw from this course:
  • Without financial penalty (full fee refund): Sunday, 7 March 2021
  • Without academic penalty (including no fee refund): Friday, 14 May 2021

Description

Personal financial literacy and decision making, including consumption and investment, debt, insurance, retirement and estate planning.

Learning Outcomes

The objectives of the course are to:
    Demonstrate understanding of financial planning concepts
 Complete personal financial statements
 Demonstrate understanding of compound interest from both an investor and creditor
 Demonstrate understanding of the benefits and costs of consumer credit
 Make a rent vs buy decision for housing
 Demonstrate understanding of the benefits and costs of various kinds of insurance
 Demonstrate an understanding of wealth building using simple investment opportunities
 Demonstrate the application of financial concepts to consumption/savings/investment plans
   to meet short-term, medium-term and long-range goals.

University Graduate Attributes

This course will provide students with an opportunity to develop the Graduate Attributes specified below:

Critically competent in a core academic discipline of their award

Students know and can critically evaluate and, where applicable, apply this knowledge to topics/issues within their majoring subject.

Employable, innovative and enterprising

Students will develop key skills and attributes sought by employers that can be used in a range of applications.

Timetable 2021

Students must attend one activity from each section.

Lecture A
Activity Day Time Location Weeks
01 Monday 13:00 - 14:00 Meremere 108 Lecture Theatre
22 Feb - 4 Apr
3 May - 6 Jun
Lecture B
Activity Day Time Location Weeks
01 Thursday 11:00 - 12:00 Meremere 108 Lecture Theatre
22 Feb - 4 Apr
26 Apr - 6 Jun
Lecture C
Activity Day Time Location Weeks
01 Friday 09:00 - 10:00 A3 Lecture Theatre
22 Feb - 28 Mar
26 Apr - 6 Jun

Course Coordinator

Warwick Anderson

Assessment

Assessment Due Date Percentage  Description
Test 22 Mar 2021 16%
Test 10 May 2021 17%
Test 31 May 2021 17%
Assignment 04 Jun 2021 50% Major assignment

Indicative Fees

Domestic fee $831.00

International fee $3,875.00

* All fees are inclusive of NZ GST or any equivalent overseas tax, and do not include any programme level discount or additional course-related expenses.

Minimum enrolments

This course will not be offered if fewer than 40 people apply to enrol.

For further information see Department of Economics and Finance.

All FINC101 Occurrences