Economic aspects of personal financial planning I

Academic year: 2007-2008 Course code module MPFP01003 Semester: 1st and 2nd semester Credits: 9 Study load (hours) 252 Theory (hours): Practice/Exercises(hours): Other (hours): Part-time program: 1 Instructor(s) Marc De Ceuster Language of instruction: Dutch Semester exam information: semester exam in January or June Contract restriction information: 1. Prerequisites *Algemene competenties University Degree or HOLT Degree Preferably 3 years of working experience. *Sequentiality 2. Objectives (expected learning outcomes) Students must be able to work with interest rate calculations value fixed income securities and to assess the risks involved optimize portfolios create a financial plan 3. Course content First we study financial calculation techniques with ExcelTM applications (e.g. calculating effective interest rates, creating mortgage repayment schemes, ...). Next we study the valuation and the risk measurement of fixed income securities. The trade-off between risk and return will be practically implementen in ExcelTM with applications on a real portfolio.We finalize the module with the implementation of a financial planning in ExcelTM. 4. Teaching method Direct contact: Lectures Tutorials 5. Assessment method Written assignment: With oral presentation Presentation 6. Compulsory reading – study material M. De Ceuster, Financieel Rekenen in Excel, Mimeo Lecture Notes. 7. Recommended reading - study material 8. Tutoring laatste aanpassing: last update: 13/06/2007 19:01 marc.deceuster