COURSE OUTLINE

I. Course Code: AEFIN1

II. Course Title: FINANCIAL MANAGEMENT

III. Course Description: This course introduces the student to Investment Management with Personal
Finance. It covers the basic aspects of financial decisions dealing with personal financial planning,
investments, and a working knowledge of microfinance. The subject will include analysis of financial
statements, budgeting, cash and credit management, investment planning (stock, mutual fund, unit
investment trust funds), insurance, and retirement and estate planning.

IV. Learning Outcomes: After completing this course, students should be able to:
1. Have a clear idea of the foundations of personal finance.
2. Read and understand financial statements and appreciate their importance to everyday living.
3. Manage cash, savings, and determine the necessary sources of credit to finance personal needs.
4. Manage investments like stocks and mutual funds.
5. Develop a deeper understanding of insurance, and retirement and estate planning.
6. Understand microfinance and its role in small and medium enterprises.
7. Develop an attitude of keeping abreast of the current developments in the financial environment.
8. Be conscious of his/her social responsibility in the application of his/her knowledge to financial
management decisions.

V. Course Outline:
LEARNING ACTIVITY / METHODOLOGY ASSESSMENT /
WEEK TOPICS
SYNCHRONOUS ASYNCHRONOUS EVALUATION
1 Lesson 1: Understanding the Inquiry-Based Discussion Topic; Financial Planning
Financial Planning Process Instruction; Lecture Online Discussion Exercise; Online Quiz
Forum
2 Lesson 2: Developing Your Lecture Online Discussion Vision Board; Online
Financial Statements and Forum Quiz
Plans
3 Lesson 3: Managing Your Lecture Online Discussion Financial Planning
Cash and Savings Forum Exercise; Online Quiz
4 Lesson 4: Making Lecture Online Discussion Financial Planning
Automobile and Housing Forum Exercise; Online Quiz
Decisions
5 Lesson 5: Using Credit Lecture Online Discussion Financial Planning
Forum Exercise; Online Quiz
6 Lesson 6: Using Consumer Lecture Online Discussion Financial Planning
Loans Forum Exercise; Online Quiz
7 MIDTERM EXAM WEEK
8 Lesson 7: Insuring Your Life Lecture by Guest Webinar Questions to
Speaker Preparations Speaker; Seminar
Assessment
9 Lesson 8: Protecting Your Lecture Online Discussion Financial Planning
Property Forum Exercise; Online Quiz
10 Lesson 9: Investment Lecture Online Discussion Financial Planning
Planning Forum Exercise; Online Quiz
11 Lesson 10: Investing in Lecture by Guest Webinar Questions to
Stocks Speaker Preparations Speaker; Seminar
Assessment
12 Lesson 11: Investing in Lecture by Guest Webinar Questions to
Mutual Funds Speaker Preparations Speaker; Seminar
Assessment
13 Lesson 12: Microfinance in Lecture by Guest Webinar Questions to
the Philippines Speaker Preparations Speaker; Seminar
Assessment
14 FINAL EXAM WEEK

VI. Grading System:

MIDTERM FINAL
Online Quizzes 25% Midterm Grade 40%
Financial Planning Exercises 25% Online Quizzes 15%
Midterm Examination 50% Seminar Assessment 15%
Final Examination 30%
TOTAL 100% TOTAL 100%

VII. Online Class House Rules/Guidelines:

1. This course shall be delivered through Online Flexible Learning with both synchronous and
asynchronous learning modes. Each week will consist of asynchronous activities, 1-hour
consultation time and 1-hour synchronous session.
2. Weekly course materials and assignments are uploaded to Google Classroom every Monday.
Students will be expected to complete their assignments during the Asynchronous Self-Paced study
time.
3. Students are encouraged to ask questions or clarifications about the uploaded lessons and
assignments during the one (1) hour weekly individual or group consultation time.
4. A scheduled one (1) hour synchronous session shall be used for the faculty to summarize the lessons
for the week, re-teach topics that need more explanation and conduct assessment such as
recitation or quiz to evaluate students’ learning.
5. Learning activities and assessments would be mostly outcome-based, and are to be submitted on
a timely basis.
6. All outputs are to be submitted to the instructor through e-mail, the address indicated below.
7. Students will be asked to form four groups, and shall work collaboratively to set up a webinar with
invited guests on selected topics on designated weeks in the course outline.

VIII. References:
Gitman, Lawrence J., Joehnk, Michael D. and Billingstey, Randall. (2014). Investment Management
with Personal Finance, 2014-2016 Edition. Singapore: Cengage Learning Asia Pte Ltd
Kapoor, J. R., Dlabay, L. R., Hughes, R. J. & Hart, M. M. (2013). Focus on Personal Finance: An Active
Approach to Help You Develop Successful Financial Skills (4th ed.). New York: McGraw-Hill Companies,
Inc.

IX. Instructor’s Contact Information:

Email-address: co.lawrence@faculty.mbc.edu.ph
Mobile number: 0917-7103158