授業の目的 【日本語】
Goals of the Course(JPN) | | |
|
授業の目的 【英語】
Goals of the Course | | | Financial literacy is essential in achieving the personal finance goals and meeting the financial challenge. This course provides an overview of personal finance to students to learn the importance of personal finance and have a basic understanding of finance principles, techniques and planning. Upon completion of the course, students will be able to apply the knowledge learned in school to financial situations encounter later in life. |
|
|
到達目標 【日本語】
Objectives of the Course(JPN) | | 1. Understand the basic principles of Finance.
2. Analyze the personal financial decisions of savings and investments, evaluate the costs and
benefits of each decision.
3. Identify how personal risk is managed with the purchase of various types of insurance.
4. Develop a plan to manage the money to finally achieve personal goals. |
|
|
授業の内容や構成
Course Content / Plan | | 1 The Financial Planning Process
2 Measuring Your Financial Health and Making a Plan
3 Understanding and Appreciating the Time Value of Money
4 Cash or Liquid Asset Management
5 Using Credit Cards: The Role of Open Credit
6 Student and Consumer Loans
7 The Home and Automobile Decision
8 Class Activities
9 Life and Health Insurance
10 Property and Liability Insurance
11 Investment Basics
12 Investing in Stocks
13 Mutual Funds: An Easy Way to Diversify
14 Revision
15 Final Exam |
|
|
履修条件・関連する科目
Course Prerequisites and Related Courses | | | There are no prerequisites. |
|
|
成績評価の方法と基準
Course Evaluation Method and Criteria | | Final exam (30%) – on week 15
Activity 1 (20%) – Due at the end of the 3rd class
Activity 2 (20%) – Due at the end of the 8th class
Activity 3 (20%) – Due at the end of the 12th class
Participation (10%)
To receive a passing grade, students must be able to properly explain, understand the basic concepts related to personal finance and be able to apply the skills using knowledge and concepts learned through the course. Activities will be assessed according to the rubric distributed in the class. Grading between S-F will be based on the total marks of all evaluation methods. Students who absent for 5 classes without any genuine reason will be considered grade “absent”. |
|
|
教科書・参考書
Textbook/Reference Book | | Keown, A. J. (2019). Personal Finance. 8th edition, Pearson.
Materials such as slides and any reading material created by the instructor will be available on NUCT. |
|
|
課外学習等（授業時間外学習の指示）
Study Load(Self-directed Learning Outside Course Hours) | | | Current business/ financial news. |
|
|
注意事項
Notice for Students | | | Students are expected to maintain integrity of the course by honest behavior and by avoiding plagiarism on all coursework. |
|
|
授業開講形態等
Lecture format, etc. | | |
|
遠隔授業（オンデマンド型）で行う場合の追加措置
Additional measures for remote class (on-demand class) | | |
|