MASTER SYLLABUS

2020-2021

A.	Academic Division: Business, Industry and Technology

B.	Discipline: Accounting

C.	Course Number and Title: ACCT1000 Personal Finance

D.	Course Coordinator: Jennifer Adkins

Assistant Dean: Toni Johnson, PhD

Instructor Information:

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E.	Credit Hours: 3

F.	Prerequisites: None

G.	Syllabus Effective Date: Fall, 2020

H.	Textbook(s) Title:

Focus on Personal Finance

Author: Kapoor, Dlabay, Hughes, Hart

Year: 2016

Edition: 5th

ISBN #: 9780077861742

Workbook(s) and/or Lab Manual: None

J.	Course Description: This course is an overview of personal and family financial planning with an emphasis on financial record keeping, planning your spending, tax planning, consumer credit, making purchase/lease decisions, purchasing insurance, selecting investments, and retirement and estate planning.

K.	College-Wide Learning Outcomes

College-Wide Learning Outcomes	Assessments - - How it is met & When it is met
Communication – Written
Communication – Speech
Intercultural Knowledge and Competence
Critical Thinking
Information Literacy
Quantitative Literacy

L.	Course Outcomes and Assessment Methods:

Upon successful completion of this course, the student shall:

Outcomes	Assessments – How it is met & When it is met
1. Prepare a basic budget.	Homework/cases – weeks 2-3 Exam – week 5 Final project – week 16
2. Analyze the importance of tax planning on personal finance and examine basic tax terminology.	Homework/cases – weeks 3-4 Exam – week 5 Final project – week 16
3. Compare and contrast different payment and savings sources, and evaluate which product is best in different circumstances.	Homework/cases – weeks 3-4 Exam – week 5 Final project – week 16
4. Compare and contrast different types of consumer credit, and calculate the cost of credit.	Homework/cases – weeks 6-8 Exam – week 8 Final project – week 16
5. Compare and contrast buying vs. renting housing and calculate various costs associated with each.	Homework/cases – weeks 6-8 Exam – week 8 Final project – week 16
6. Analyze home, auto, life, health and disability insurances and their importance to financial planning.	Homework/cases – weeks 10-12 Exam – week 12 Final project – week 16
7. Analyze the basics of different investment alternatives, including stocks, bonds, and mutual funds, and the importance of all on personal finance decisions.	Homework/cases – weeks 12, 13-14 Exam – week 12, 16 Final project – week 16
8. Analyze the importance of retirement and estate planning on personal finance.	Homework/cases – weeks 15-16 Exam – week 16 Final project – week 16

M.	Topical Timeline (subject to change):

Planning Your Personal Finances- weeks 1-3

Managing Your Personal Finances – weeks 3-5

Making Your Purchasing Decisions – weeks 6-9

Insuring Your Resources – weeks 9-12

Investing Your Financial Resources – weeks 12-14

Controlling Your Financial Future – weeks 15-16

N.	Course Assignments:

Homework/cases

Exam preparation

Final research project

O.	Recommended Grading Scale:

NUMERIC	GRADE	POINTS	DEFINITION
93–100	A	4.00	Superior
90–92	A-	3.67	Superior
87–89	B+	3.33	Above Average
83–86	B	3.00	Above Average
80–82	B-	2.67	Above Average
77–79	C+	2.33	Average
73–76	C	2.00	Average
70-72	C-	1.67	Below Average
67–69	D+	1.33	Below Average
63-66	D	1.00	Below Average
60-62	D-	0.67	Poor
00-59	F	0.00	Failure

P.	Grading and Testing Guidelines:

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Q.	Examination Policy:

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R.	Class Attendance and Homework Make-Up Policy:

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S.	Classroom Expectations:

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T.	College Procedures/Policies:

Important information regarding College Procedures and Policies can be found on the syllabus supplement located at

http://catalog.ncstatecollege.edu/mime/download.pdf?catoid=5&ftype=2&foid=3