Topic outline
- General
- Topic 1
Topic 1
Introduction to the Course.
Chapter 1. The Financial Planning Process. (Keown, 2010)
a) The Personal Financial Planning Process
b) Establishing Your Financial Goals
c) Thinking About Your Carreer
d) Ten Principles of Personal Finance - Topic 2
Topic 2
Chapter 2. The Role of Money (Ritter, et. al., 2009)
a) Introducing Money
b) Who determines Money Supply
c) The Importance of Money: Financial Insitutions and Markets
d) How large should the Money Supply be?
e) Velocity - Topic 3
Topic 3
Chapter 3. Financial Instruments, Markets, and Institutions (Ritter, et. al., 2009)
a) Flow of Funds
b) Financial Instruments and Markets
c) Financial Intermediaries: Purposes and Profiles - Topic 4
Topic 4
Chapter 4. Interest Rate Measurement and Behavior (Ritter, et. al., 2009)
a) Importance of Interest Rate. what determines the level of Interest Rate?
b) Calculating Interest Rate
c) Coupon Rate
d) Yield to Maturity
e) Why Long-Term bonds are riskier than Short-Term bonds
f) Annual Return versus Yield to Maturity
g) Why does the Interest Rate Fluctuate
i) Cyclical and Long-Term Trends in Interest Rate - Topic 5
Topic 5
Chapter 8. Money and Capital Markets (Ritter, et. al., 2009)
a) Types of securities and Investors
b) How the Market Works?
c) Treasury Bills: Auctions and Yields
d) Bank-related Securities: CDs and Eurodollars
e) Corporate Securities
f) Municipal Securities
g) Mortgage Securities
h) The Stock Market
i) What determines whether stock Prices Rise or Fall?
j) Money and Stock Prices - Topic 6
Topic 6
Chapter 11. The Nature of Financial Intermediation (Ritter, et. al., 2009)
a) Financial Intermediation
b) The Evaluation of Financial Intermediaries
c) The institutionalization of Financial Markets
d) The Transformation of Traditional Banking - Topic 7
Topic 7
Chapter 12. Depository Financial Institutions (Ritter, et. al., 2009)
a) The Fundamentals of Bank Management
b) Major Trends in the Bank Management
c) Non-traditional Banking
d) Non-bank depository Institutions – The Thrifts - Topic 8
Topic 8
Chapter 13. Nondepository Financial Institutions (Ritter, et. al., 2009)
a) Insurance Companies and Pension Funds
b) Mutual Funds
c) Finance Companies
d) Bank Versus Nondepository Institutions - Topic 9
Topic 9
Chapter 11. Investment Basics (Keown, 2010)
a) Before You invest
b) Market Interest Rates
c) A look at Risk-Return Trade-offs
d) Diversification
e) Understanding Your Tolerance for Risk
d) The Time Dimension of Investing and Asset Allocation