FIN 502 Chapter 1: Chapter 1
Document Summary
Chapters 2: time value of money (allows us to compare amounts of money received and paid at different times) Chapter 3: setting goals and the financial planning process (how to set realistic financial goals and how to adjust your goal when it isn t realistic) Chapter 4: measuring and controlling personal finances (determine your present financial position and plan for future saving) Chapter 5: family law (financial planning issues that are affected by family law affairs, instead of corporate. Chapter 6: the life cycle and financial intermediation. Chapter 7/8: personal income tax, and income tax planning (basic structure of personal tax system, focusing on person income tax return, and rules to use your knowledge to minimize income tax returns) Chapter 9: risk management (theoretical basis for insurance. Chapter 10/ 11: life, health, and disability insurance and property, home, and automobile. Insurance (calculating requirements, and the characteristics of insurance policies) Chapter 13: buying a home and mortgage financing.
