A study of financial problems encountered by financial advisors when managing family financial affairs. Includes methods to advise clients on topics such as estate planning, retirement, home ownership, savings, and investment planning.
Student Learning Outcomes
- Students will solve banking and insurance applications.
- Students will design a budget.
- Students will calculate credits costs.
Required Textbooks
PFIN: (with MindTap, 1 term Printed Access Card), Lawrence J. Gitman, Michael D. Joehnk and Randall Billingsley, 7th edition
Evaluation Standards
The final course grade will be calculated based upon the following components:
- Proctored Exams (midterm and final), 40%
- Assessments, 30%
- Assignments, 10%
- Final project, 10%
- Forums, 10%
A = 89.5 - 100%
B = 79.5 - 89.4%
C = 69.5 - 79.4%
D = 59.5 - 69.4%
Instructional Methods
Lecture, video and/or slides, group activities, discussions, hands-on assignments using the computer.
Program Learning Outcomes
- Students will apply skills in accounting and accounting software.
- Students will apply math skills needed in business and machine applications.
- Students will apply basic office skills needed in business.
Disabilities
ADA Statement:
Any student with a documented disability (e.g. learning, psychiatric, vision, hearing, etc.) may contact the Office on the Weatherford College Weatherford Campus to request reasonable accommodations. Phone: 817-598-6350 Office Location: Office Number 118 in the Student Services Building, upper floor. Physical Address: Weatherford College 225 College Park Drive Weatherford, TX.
Academic Integrity
Academic Integrity is fundamental to the educational mission of Weatherford College, and the College expects its students to maintain high standards of personal and scholarly conduct. Academic dishonesty of any kind will not be tolerated. Academic dishonesty includes, but is not limited to, cheating on an examination or other academic work, plagiarism, collusion, and the abuse of resource materials including unauthorized use of Generative AI. Departments may adopt discipline specific guidelines on Generative AI usage approved by the instructional dean. Any student who is demonstrated to have engaged in any of these activities will be subject to immediate disciplinary action in accordance with institutional procedures.
Hope Statement
Any student who faces challenges securing basic resources such as food, clothing, or housing and believes this may affect their performance in their course of study is urged to contact the Director of Student Resources, Dr. Deborah Cregger, for support at (817) 598-6444. Her office is on the first floor of Student Services. If the student prefers, they may contact their instructor, who can reach out on their behalf. Weatherford College also provides the Coyote Pantry. The Pantry maintains boxed and canned foods for students in need. The location of the Coyote Pantry is two blocks west of the Weatherford campus at the Baptist Student Ministry (118 E. Park Ave., Weatherford). Pantry hours are Mon-Thurs. 8:30 am-4:30 pm and Fri. 8.30 am-12:00 pm (817-599-6586).
SCANS
The Secretary’s Commission on Achieving Necessary Skills (SCANS) identified competencies in the area of Resources, Interpersonal, Information, Systems, and Technology; and foundation skills in the areas of Basic Skills and Personal Qualities. A SCANS matrix which includes this course is available for your review by clicking the link below.
https://www.wcinstruction.net/syllabi/file.php/52/OTCompetencyFoundationMaster2011.pdf
Last Modified
Friday, August 27, 2021, 8:32 AM
