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Finance 553

Finance 553. Course Introduction. FIN 553 Introduction. Financial Planning (FIN 551 – 552 – 553) Third in Series FIN 551 Overview of Financial Planning, Insurance, and Tax Planning FIN 552 Retirement Accounts (Pensions, IRAs, ROTH, Social Security, 403B, 457, 401K, etc.) FIN 553

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Finance 553

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  1. Finance 553 Course Introduction

  2. FIN 553 Introduction • Financial Planning (FIN 551 – 552 – 553) • Third in Series • FIN 551 • Overview of Financial Planning, Insurance, and Tax Planning • FIN 552 • Retirement Accounts (Pensions, IRAs, ROTH, Social Security, 403B, 457, 401K, etc.) • FIN 553 • Estate Planning and Cases

  3. FIN 553 Introduction • Learning Objectives • Demonstrate Comprehensive Understanding of Financial Planning both the process and the outcomes • Formulate Financial Plans for Clients • Collection Relevant Information for Financial Plans • Analyze Financial Conditions of Clients • Demonstrate Logical Choices and Weakness of Financial Plans • Evaluate the impact of economic, political and regulatory issues with regards to Financial Plans • Effectively Communicate Financial Plans both orally and in writing

  4. FIN 553 Introduction • Two Major Units (See Syllabus) • Estate Planning • Cases • First Five Weeks on Estate Planning • Text: Estate Planning (8th Edition) • Two Exams • First Exam Chapters 1 through 8 • Second Exam Chapters 9 through 14 • Second Five Weeks on Cases • Text: Cases in Financial Planning (2nd Edition) • Teams formed (three member teams – with one two member team) • Mini Cases and One Major Case

  5. FIN 553 Introduction • Class Support • All Materials on College of Business Web Page • Under Current Students • Under Course Materials • Under Course – FIN 553 • Under Syllabus • http://classes.bus.oregonstate.edu/FIN553/index.htm • My Contact Information • E-mail: brooksr@bus.oregonstate.edu • Phone: 541-737-3692 • Office: Austin Hall 426

  6. FIN 553 Introduction • Grading • Two Mid Terms 30% (Each worth 50 points) • Two Mini Cases 20% (Total worth 80 points) • Junior Partner Case 50 points • Senior Partner Case 30 points • One Major Case 50% (Total worth 180 points) • Oral Presentation worth 80 points • Written Presentation worth 100 points • Attendance – Used for determining border line grades • The Cases are done by teams and expectations are higher for overall performance compared to the individual Mid Term Exams. • Questions?

  7. FIN 553 Introduction • Last Year’s Class Grades • Overall Course GPA was 3.3 (B+ Average) • A (4) 18% • A- (2) 9% • B+ (9) 41% • B (4) 18% • B- (3) (14%)

  8. FIN 553 Introduction • Think of Three main areas of Financial Planning • P: Property • Pensions • Portfolios • Real Property • Intangible Property • I: Insurance • Property • Casualty • Life • E: Estate • Wealth Distribution • Financial Planning Easy as PIE

  9. FIN 553 Introduction • Goal of the Financial Planner? • List what you think are the proper goals of a financial planner • 1 • 2 • 3 • 4 • 5 • Can Financial Planning be summarized into one simple idea?

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