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Week One: Personal
Financial Planning
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Details
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Due
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Points
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Objectives
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1.1 List the five steps in the personal financial
planning process.
1.2 Summarize what influences personal financial
planning.
1.3 Identify parts of a financial plan.
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Course Preparation
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Read the course description and objectives.
Read the instructor’s biography and post your
own.
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Reading
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Read
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Reading
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Read Appendix A.
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Participation
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Participate in class discussion.
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Sunday Week 1
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2
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Discussion Questions
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Respond to weekly discussion questions.
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Through Sunday
Week 1
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1
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Nongraded Activities and Preparation
Video
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Watch the video, Decision to Own a Home vs. Rent,
located at the following link:
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Individual
Personal
Financial Planning Worksheet
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Resource: Appendix B
Complete the Personal Financial Planning Worksheet
located in Appendix B.
Be sure to answer all questions completely.
Post your Personal Financial Planning Worksheet
as a Microsoft® Word attachment.
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Sunday Week 1
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5
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Week Two: Money
Management
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Details
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Due
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Points
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Objectives
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2.1 Describe how to organize and prepare personal
financial statements.
2.2 Identify cash management products and services.
2.3 Complete a personal cash flow statement.
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Reading
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Read Ch. 2 of Personal Finance.
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Reading
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Read Ch. 4 of Personal Finance.
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Participation
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Participate in class discussion.
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Sunday Week 2
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2
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Discussion Questions
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Respond to weekly discussion questions.
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Sunday Week 2
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1
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Nongraded Activities and Preparation
Home
Budget Calculator
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Watch the tutorial, Home Budget Calculator,
located at the following link: http://wps.pearsoncustom.com/wps/media/objects/7557/7738468/fin-calcs/HomeBudget.html
Feedback Question: How are your organization skills working for you? What is working?
What challenges remain?
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Individual
Toolwire®
Learnscape: Understanding Effective Money Management
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Resource: Toolwire® Learnscape:
Understanding Effective Money Management
Use the following instructions to complete the
assignment:
·
Log in to your Student
Web page.
·
Click on the link to the
Toolwire® Learnscape: Understanding Effective Money Management. A
new window will open containing a description of the Learnscape.
·
Complete the Learnscape
Activities.
Complete the Toolwire® Learnscape
Assessment.
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Sunday Week 2
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5
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Week Three: Consumer
Credit
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Details
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Due
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Points
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Objectives
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3.1 List types of consumer credit.
3.2 Identify the five C’s of credit.
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Reading
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Read pp. 107–115 in Ch. 5 of Personal Finance.
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Participation
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Participate in class discussion.
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Sunday Week 3
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2
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Discussion Questions
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Respond to weekly discussion questions.
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Sunday Week 3
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1
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Nongraded Activities and Preparation
Five C’s Web
Page
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Review the Five C’s web page located at the
following link: http://www.loanuniverse.com/credit.html.
Feedback Question: What are the biggest
stressors about being an Axia student?
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Individual
The Five C’s
Worksheet
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Resource: Appendix E
Complete the Five C’s Worksheet located in Appendix
E.
Identify which of the five C’s corresponds to each
description in the table.
Post your Five C’s Worksheet as a Microsoft®
Word attachment.
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Sunday Week 3
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8
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Week Four: Credit
Protection and Repair
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Details
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Due
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Points
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Objectives
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4.1 Recognize the advantages and disadvantages of credit cards.
4.2 Summarize how to protect and correct credit.
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Reading
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Read pp. 115–133 in Ch. 5 of Personal Finance.
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Reading
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Read this week’s Electronic Reserve Readings.
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Participation
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Participate in class discussion.
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Sunday Week 4
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2
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Discussion Questions
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Respond to weekly discussion questions.
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Sunday Week 4
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1
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Nongraded Activities and Preparation
Annual Credit
Report Website
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Resource: Annual Credit Report website: www.annualcreditreport.com
Explore the
Frequently Asked Questions section to learn about credit reporting, credit
improvement, information correction, identity theft, and other topics
Feedback Question: Which university resources have you been using to help you be a more
effective student? How might those resources help you be more effective in
this course?
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Individual
Midterm Exam
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Complete the Midterm Exam located under Assessments
on your student website. You may complete the exam only once. Your instructor
will receive a separate copy of your quiz results in your Individual forum.
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If you experience
technical difficulty with the exam, please call Technical Support.
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Technical Support can be
reached at 1-866-334-7332 and
is available 24 hours a day, 7 days a week.
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Sunday Week 4
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10
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Week Five: Avoiding
and Managing Debt
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Details
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Due
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Points
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Objectives
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5.1 List good practices for managing debt.
5.2 Recognize signs of credit trouble.
5.3 Identify parts of a credit report.
5.4 Recognize student loan options and implications
for the future.
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Reading
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Read Ch. 6 of Personal Finance.
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Participation
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Participate in class discussion.
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Sunday Week 5
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2
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Discussion Questions
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Respond to weekly discussion questions.
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Sunday Week 5
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1
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Nongraded Activities and Preparation
Fair Credit
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Resource: The Fair Credit Report
Agency and Avoiding Scams sections located at the following link: http://www.ftc.gov/bcp/edu/pubs/consumer/credit/cre03.shtm.
Feedback Question: How are your stress
management strategies holding up for you? Is the stress you are experiencing
what you expected it to be? What did you not expect? How are you handling
those stressors? What stress management techniques have you found to be
particularly useful for yourself?
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Individual
Toolwire®
Learnscape: Exploring Strategies for Avoiding and Managing Debt
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Resource: Toolwire®
Learnscape: Exploring Strategies for Avoiding and Managing Debt
Use the following instructions to complete the
assignment:
·
Log in to your student web
page.
·
Click on the link to the
Toolwire® Learnscape: Exploring Strategies for Avoiding and
Managing Debt. A new window will open containing a description of the
Learnscape.
·
Complete the Learnscape
Activities.
Complete the Toolwire® Learnscape
Assessment.
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Sunday Week 5
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5
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Week Six: Major
Financial Assets
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Details
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Due
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Points
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Objectives
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6.1 Explain interest rates.
6.2 Outline the decision process for buying a car or
house.
6.3 Summarize the steps in buying a home.
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Reading
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Read Ch. 7 of Personal Finance.
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Participation
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Participate in class discussion.
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Sunday Week 6
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2
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Discussion Questions
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Respond to weekly discussion questions.
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Sunday Week 6
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1
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Nongraded Activities and Preparation
Purchase Versus
Lease Decision
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Resource: Purchase versus Lease
Decision located at the following link: http://wps.prenhall.com/wps/media/objects/6969/7137133/fin-calcs/BuyvsLease.html
Feedback Question: Have you been using the
Center for Writing Excellence? How as that worked for you? How might that
help you in this course? What challenges have you found when using the Center
for Writing Excellence?
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Individual
Toolwire®
Learnscape: Considerations Surrounding Major Financial Assets
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Resource: Toolwire®
Learnscape: Considerations Surrounding Major Financial Assets
Use the following instructions to complete the
assignment:
·
Log in to your student web
page.
·
Click on the link to the
Toolwire® Learnscape: Considerations Surrounding Major Financial
Assets.
·
A new window will open
containing a description of the Learnscape.
·
Complete the Learnscape
Activities.
Complete the Toolwire® Learnscape
Assessment.
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Sunday Week 6
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5
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Week Seven: Insurance
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Details
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Due
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Points
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Objectives
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7.1 Summarize the functions of insurance.
7.2 List characteristics of auto, home, health,
disability, and life insurance.
7.3 Describe the importance of wills.
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Reading
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Read Ch. 8 of Personal Finance.
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Reading
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Read pp.225–240 in Ch. 9 of Personal Finance.
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Reading
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Read pp.248–260 in Ch. 10 of Personal Finance.
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Reading
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Read pp. 408–417 in Ch. 15 of Personal Finance.
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Participation
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Participate in class discussion.
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Sunday Week 7
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2
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Discussion Questions
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Respond to weekly
discussion questions.
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Sunday Week 7
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1
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Nongraded Activities and Preparation
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Resource: Reasons for
Having a Will located at the following link: https://ecampus.phoenix.edu/secure/aapd/materials/videos/FP101.html
Feedback Question: What kinds of questions
do you have remaining about plagiarism and how to avoid it?
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Individual
Insurance Matrix
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Resource: Appendix F
Complete the Insurance Matrix in Appendix F.
Post the completed Insurance Matrix as a
Microsoft® Word attachment.
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Sunday Week 7
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10
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Week Eight:
Tax Management
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Details
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Due
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Points
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Objectives
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8.1 Explain taxable income and taxes owed.
8.2 Summarize ways to save money on federal taxes.
8.3 List steps to file a federal tax return.
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Reading
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Read Ch. 3 of Personal Finance.
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Participation
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Participate in class discussion.
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Sunday Week 8
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2
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Discussion Questions
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Respond to weekly
discussion questions.
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Sunday Week 8
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1
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Nongraded Activities and Preparation
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Resource: Focus on
Ethics: Reducing Your Taxes located at the following link: https://ecampus.phoenix.edu/secure/aapd/materials/videos/FP101.html.
Feedback Question: How does your
understanding of academic credibility apply to your work in this course?
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Individual
Toolwire®
Learnscape: Effective Tax Management
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Resource: Toolwire®
Learnscape: Effective Tax Management
Use the following instructions to complete the
assignment:
·
Log in to your student web
page.
·
Click on the link to the
Toolwire® Learnscape: Effective Tax Management. A new window will
open containing a description of the Learnscape.
·
Complete the Learnscape
Activities.
Complete the Toolwire® Learnscape
Assessment.
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Sunday Week 8
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5
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Week Nine: Investment
and Long-Term Planning
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Details
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Due
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Points
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Objectives
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9.1 Summarize the investment planning process.
9.2 Explain retirement income needs.
9.3 List sources of retirement income.
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Reading
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Read
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Reading
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Read
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Participation
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Participate in class discussion.
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Sunday Week 9
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2
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Discussion Questions
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Respond to weekly
discussion questions.
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Sunday Week 9
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1
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Nongraded Activities and Preparation
How Retirement Planning Fits Within Your
Financial Plan
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Resource: How
Retirement Planning Fits Within Your Financial Plan video located at the
following link: https://ecampus.phoenix.edu/secure/aapd/materials/videos/FP101.html
Feedback Question: What are you doing to
ensure that you remain an ethical and honest student?
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Individual
Final Exam
|
Complete the Final Exam located under Assessments
on your student website. You may complete the exam only once. Your instructor
will receive a separate copy of your quiz results in your Individual forum.
·
If you experience
technical difficulty with the exam, please call Technical Support.
·
Technical Support can be
reached at 1-866-334-7332 and
is available 24 hours a day, 7 days a week
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Sunday Week 9
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20
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