**** BLUEPRINT

**** 1 Personal Financial Plan and Financial Statements

ECON 200 Managing Your Money

Course Developer: Chas A. Borrelli

1 - COURSE INFORMATION (Item)

INTRODUCTION

Welcome to Managing Your Money. As you would expect, we **** be exploring all ** the things you will **** to learn to successfully put a financial plan together *** ****** your money and ****** and ******* your wealth throughout your life; lessons well learned now rather than in the latter part of life.

 

UNIT OUTCOMES

By the *** of this week, you will be able ** do the following:

1. ********* the parts of a financial plan and ***** importance in overall financial well-being
2. Describe the use of personal ********* statements in personal financial plans
3. ********* and make use of hypothetical personal financial ********** in financial planning
4. Compare and ****** the personal career **** to *** personal financial plan

 

ACTIVITIES AT-A-GLANCE 

In order to achieve *** unit objectives and ******* for the quiz, section **** and comprehensive final please do the following:

1. Complete Pre-Test
2. ****** PowerPoint slides and Lecture Notes
3. Read Chapter 1
4. Watch YouTube videos
5. Read the article
6. Answer Discussion Question
7. Complete Assignment 1

TIMELINE (Item)

Due Date	Monday	Tuesday	Wednesday	Thursday	Friday	Saturday	Sunday
Tasks	Pre-Test	PPT Slides ******* Notes	Read ******* 1	YouTube videos Article	Answer Discussion Question		Assignment

LEARNING MATERIALS (Item)

******* # 1

This ******* presents and overview of what is required in a ********** financial plan.

 

******* # 2 

This chapter discusses *** to ******* and then use your personal financial information to prepare the basic of **** plan.

 

PowerPoint slides

Unit 1 PPT Slides Overview of a Financial Plan

These slides present a good overview of the components of a financial plan.  They will provide a good foundation for **** final project.

 

PowerPoint slides

Unit 1 *** Slides Planning with Personal Financial Statements

Your ******** financial condition as represented ** your financial statements ** the starting point of the financial **** Knowing what you own, what you owe and your net worth is critical to the process. ***** slides will help you through that process.

 

Lecture Notes

The lecture notes in the Media **** Section are ********* as summaries of important parts of the chapters and complement the information in the PowerPoint ****** and videos re:  ********* of a ********* plan and personal budgeting and spending control.

Unit 1 Lecture Notes Overview of a Financial Plan

Unit 1 ******* ***** Planning with Personal Financial Statements

 

Article(s):

Your Personal Finance Decisions

**** article in the Media Rich section introduces the budgeting process, critical ** managing your inflows, outflows and net cash flow.

https://itunes.apple.com/us/app/msn-money-smart-spending-budgeting/id465087721?mt=8

 

Video(s) (links)

This presents a helpful overview of how to create your own financial plan.

10 Steps to Creating a Solid Financial Plan – How to Take action Now

http://www.youtube.com/watch?v=SR8-qWu549c

 

This second video ** a follow up to *** first *** ********* the use of personal finance statements.

6 Principles of Personal Finance and Budgeting

http://www.youtube.com/watch?v=XYkwa1D1AC4

 

ASSESSMENT GUIDELINES (Item)

PRE-TEST of Basic Knowledge

 

Category	PRE-TEST of Basic Knowledge
Description:	Number and **** of questions: 20 multiple choice Topics covered:  Overall ********* of Personal ***** Management Allotted time:  Unlimited Number of attempts: 1 Feedback available after submission
Due Date:	Monday
Grading:	Total points possible: 100 Pre-Test grading is *** included in the ***** grade
Time on Task:	Estimated Time on Task: 40 minutes

 

DISCUSSION UNIT 1: Financial Plan

 

Category	********** UNIT 1: Financial Plan
Discussion Question(s):	What ** you see as your most difficult task in preparing your financial plan and why?
Requirements:	Post ****** ** meaningful and fully answer the question
Rubric:	attached ** the Discussion Forum
Due Date for ******* Post:
Due Date for Comment:	Friday
Grading:	Total points possible: 100
Time on Task:	• Estimated time ****** to **** your answer is 15 minutes

 

ASSIGNMENT 1: ******** Financial Statements

Category	********** 1: Personal Financial Statements
Instructions:	Complete *** Financial Planning Problems ****** 1, 3, 5, 9 ** *** end of chapter 2.
Requirements:	All computation must be shown
Rubric:	attached to the Assignment
Format:	MS Word document or MS Excel spreadsheet (***** formats like Google docs ** Mac Pages are compatible with Blackboard) No PDF file ** acceptable
*** Date:	Sunday
Grading:	Total points possible: 100 Assignments constitute 30% of *** course final grade Points will be taken off for late submission
Time on Task:	Estimated time needed ** prepare for the quiz is 1 hour

ASSESSMENT SUBMISSION (Tools)

Quiz Settings:

• Setting 1
• Setting 2

 

 

Discussion Settings:

• Setting 1
• Setting 2

 

 

Assignment Settings:

• Setting 1
• Setting 2
•  

 

OPTIONAL MATERIAL (Item)