Personal Finance Syllabus - BUSN-1040-371
* (Dollars and Sense)
Dear Student:
Welcome to CCRI and the Personal Finance telecourse offered by the Department of Business Administration.
A TV course is very convenient but no less challenging than being on campus in person. This course can be rewarding only if you plan your time well and then personally insist that the plan be implemented. Let nothing detract you. Personal finance is especially important because it can help you to use your income more effectively. This certainly is a worthwhile goal.
Attached is a comprehensive syllabus. Please read it carefully and thoroughly. It contains all the information needed to work through this course. If you still have questions, don’t hesitate to call.
I hope you enjoy a rewarding semester.
Sincerely,
Professor John S. Renza, Jr.
CPA
Office:
Room 1206 – Flanagan Campus – Lincoln, Rhode Island
Office Hours: By appointment
NOTES
Professor Renza will be available by telephone. If contact is not made, leave your number for a return call. He will also be available by appointment to students who wish to confer with him in his office.
The instructor reserves the right to modify the course requirements, assignments, grading procedures, and other related policies as circumstances may dictate.
TEXTBOOKS
Text: Personal Finance, Ninth Edition, Jack Kapoor, McGraw-Hill/Irwin 2009
Study Guide: Dollars & Sense: Personal Finance for the 21st Century, ISBN: 978-0-07-336394-3
Students are required to purchase a textbook from the Community College of Rhode Island bookstore. The bookstore addresses and telephone numbers are as follows:
CCRI - Flanagan Bookstore1762 Louisquisset Pike
Lincoln, RI 02865-4585
(401) 333-7010
CCRI - Knight Bookstore
400 East Avenue
Warwick, RI 02886-1805
(401) 825-2134
ORIENTATION AND SEMINARS
An orientation and two (2) seminars are scheduled as part of the telecourse. The orientation is designed to inform students how the telecourse functions and is administered. It can be helpful. The seminars are intended to reinforce your learning, to present practical experiences, and to answer your questions and also to administer the mid-term and final exam.
The schedule of meetings are as follows:
- Orientation - Tuesday, February 1, 2011, 6:00pm-7:00pm, Room 1130 (Flanagan Campus)
- Seminar I & Mid-Term Exam - TBA
- Seminar II & Final Exam - TBA
EXAMINATIONS
You will be required to complete two (2) examinations during the semester. A mid-term and a final exam.
EXAM ANSWER SHEETS
Answer sheets will be machine-graded and must be completed with a #2 pencil. The pencil mark for each answer must fill the space provided so that the grading machine will read the mark. Light pencil marks will cause inaccurate grading.
ISSUANCE OF EXAM GRADES
Exam grades will be mailed to you as soon as possible after the mid-term. The instructor will keep all answer sheets. If you have questions, call during office hours, e-mail or write.
Professor John S. Renza, Jr., CPACommunity College of Rhode Island
Flanagan Campus
Department of Business Administration
1762 Louisquisset Pike
Lincoln, RI 02865
GRADING
Mid-Term Exam - 30%
Written assignment will count - 35%
Final exam will count - 35%
WRITING ASSIGNMENT - DUE BY WEDNESDAY – APRIL 27, 2011
The student will assume that he/she has inherited $100,000. The only stipulation being that the money must be placed in an investment portfolio and that this portfolio must increase in value to at least $200,000, before any of the interest or dividends can be spent for personal use. At no time can the principle be spent.
Your assignment is to develop a portfolio made of stocks, bonds, mutual funds, and/or commercial real estate. Determine what portion of the money is to be invested in each area and make some realistic projection as to how long it will take to reach your goal. You will find considerable information and help on the internet.
This paper is to be not less than four (4) pages in length and must be typed and double-spaced.
*Denotes Telecourse title


