FINA 200 Agenda Only PDF

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FINA 200 - Personal Finance Agenda Fall 2021 All deadlines indicated are on the due date listed by 5:00 p.m. unless otherwise indicated.

Week 1 : September 6 - September 12 Review the Course Outline and Agenda Navigate the Course Website September 07

Classes begin, fall term

September 07

Discussion Board opens at 2 PM Week 2: September 13 - September 19 Lesson 1 - Chapter 1: Overview of a Financial Plan

September 14

Orientation Session at 7:00 PM ET Adobe Connect Virtual session Week 3: September 20 - September 26 Lesson 2 - Chapter 2: Applying Time Value Concepts

September 20

Deadline to add fall-term courses

September 20

Deadline for withdrawal with tuition refund (DNE) from fall-term courses

September 22

Time Value of Money (TVM) Session at 7:00 PM ET Adobe Connect Virtual session Week 4: September 27 - October 3 Lesson 3 - Chapter 3: Planning with Personal Financial Statements

Week 5: October 4 - October 10 Lesson 4 - Chapter 4: Using Tax Concepts for Planning October 07

Using Tax Concepts for Planning Session at 7:00 PM ET Adobe Connect Virtual session Week 6: October 11 - October 17 Lesson 5 - Chapter 5: Banking Services and Managing Your Money (L.O.1 and L.O.3) Lesson 5 - Chapter 6: Assessing, Managing, and Securing Your Credit (L.O.1 to L.O.4)

October 11

Thanksgiving Day - University closed.

October 12

QUIZ 1 Tutorial Review at 7:00 PM ET Adobe Connect Virtual session Week 7: October 18 - October 24 Lesson 6 - Chapter 7: Purchasing and Financing a Home

October 20

QUIZ 1 (Chapters 1-6) available to start as of 5:00 PM ET (1-hour duration)

October 22

QUIZ 1 (Chapters 1-6) to be completed by 5:00 PM ET

October 22

CASE 1 (Chapters 1-7) available to start as of 5:00 PM ET (1-week to complete) Week 8: October 25 - October 31 Lesson 7 - Chapter 8: Auto and Homeowner’s Insurance (L.O.2 to L.O.3) Lesson 7 - Chapter 9: Health and Life Insurance (L.O.3, L.O.6 and L.O.8)

October 29

CASE 1 (Chapters 1-7) to be completed by 5:00 PM ET Week 9: November 1 - November 7 Lesson 8 - Chapter 10: Investing Fundamentals Week 10: November 8 - November 14 Lesson 9 - Chapter 13: Investing in Mutual Funds

November 08

Deadline for academic withdrawal (DISC) from fall-term courses

November 12

Last day to register with the Access Centre for Students with Disabilities and receive exam accommodations for the final examination period.

Week 11: November 15 - November 21 Lesson 10 - Chapter 14: Retirement Savings Planning Lesson 10 - Chapter 15: Retirement Income Planning November 16

Quiz 2 tutorial review at 7:00 PM ET Adobe Connect Virtual session Week 12: November 22 - November 28 Lesson 11 - Chapter 16: Estate Planning

November 24

QUIZ 2 (CHAPTERS 7-10, 13-15) available to start as of 5:00 PM ET (1-hour duration)

November 26

QUIZ 2 (Chapters 7-10, 13-15) to be completed by 5:00 PM ET

November 26

CASE 2 (Chapters 8-10, 13-16) available to start as of 5:00 PM ET (1-week to complete) Week 13: November 29 - December 5 Review course material

November 29

Last day for instructor-scheduled tests or examinations

December 03

CASE 2 (CHAPTERS 8-10, 13-16) to be completed by 5:00 PM ET Week 14: December 6 - December 12

December 06

Last day of classes

December 06

Final Exam tutorial review at 7:00 PM ET Adobe Connect Virtual session Examinations Period: December 8 - December 22 Final Exam date, time and location is posted on your MyConcordia Portal...