FIN 3715 - Planning Your Financial Future
Fall 2026 Syllabus, Section 01, CRN 41294,
Credit hours: 3
Course Meeting Times
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Instructor
Huaiyu Peter Chen
Email: hchen01@ysu.edu
Course Description
3715. Planning Your Financial Future. An introductory course to personal finance planning. Emphasis on establishing financial goals and monitoring progress toward reaching those goals to improve the individual's quality of life. Topics include financial planning process, budgeting, credit, financing strategies, education planning, tax planning, etc.. Open to business and non-business majors. Prereq.: 2.5 GPA. 3 s.h.
Course Readings
| Group | Title | Author | ISBN |
|---|---|---|---|
| Required | Personal Finance: Turning Money Into Wealth 9th Edition | Keown, Arthur | 13: 9780137504169 |
Please use the following link to register purchase the textbook. Homework assignments and e text are included in your purchase. If you already bought a textbook from the book store, you can use your access code chen60189 to access the material.
https://mlm.pearson.com/enrollment/chen60189
The course readings are subject to change in the event of extenuating circumstances, research developments, current events, and/or to ensure better learning.
Assignments/Assessments
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Weekly Schedule
| Week of | Reading(s) | Proposed Topic | Due/To Prepare for Class |
|---|---|---|---|
| 8/24 | Chapter 1 | Overview of financial planning | Chapter 1 Homework |
| 8/31 | Chapter 2 | Measuring your financial health and making a plan | Chapter 2 Homework |
| 9/7 | Chapter 3 | Time value of money and goal planning | Chapter 3 Homework |
| 9/14 | Chapter 4 | Tax planning and strategies | Chapter 4 Homework |
| 9/21 | Exam I and Review | ||
| 9/28 | Chapter 5 | Liquidity assets management | Chapter 5 Homework |
| 10/5 | Chapter 6 | Using credit cards | Chapter 6 Homework |
| 10/12 | Chapter 7 | Consumer Loans | Chapter 7 Homework |
| 10/19 | Chapter 8 | Housing and auto decisions | Chapter 8 Homework |
| 10/26 | Exam II and Review | ||
| 11/2 | Chapter 9 | Life and health insurance | Chapter 9 Homework |
| 11/9 | Chapter 10 | Property and liability insurance | Chapter 10 Homework |
| 11/16 | Chapter 11 Chapter 14 |
Investment | Chapter 11 and 14 Homework |
| 11/23 | Chapter 15 | Retirement Planning | Chapter 15 Homework |
| 11/30 | Chapter 16 | Estate Planning | Chapter 16 Homework |
| 12/7 | Final Exam |
The course schedule, policies, procedures, and assignments in this course are subject to change in the event of extenuating circumstances, by mutual agreement, and/or to ensure better learning.