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COLLEGE: COLLEGE OF BUSINESS DEPARTMENT: FMD

COURSE CODE: BASFIN2


CLASS DAYS AND CLASS TIME: ROOM:
INSTRUCTOR:

COURSE DESCRIPTION:

FINANCE FOR THE COMMON GOOD (BASFIN2) course covers the basic aspects of financial decisions
dealing with personal financial planning, investments, corporate governance, and a working knowledge of
microfinance. The subject will include analysis of financial statements, budgeting, cash and credit management,
corporate governance, investment planning (stock, mutual fund, unit investment trust funds), insurance, and
retirement and estate planning.

LEARNING OUTCOMES (LO):

On completion of the course, the student is expected to be able to do the following:

ELGA LEARNING OUTCOME


Critical and creative thinker  Have a clear idea of the foundations of personal
finance
 Read and understand financial statements and
appreciate its importance to everyday living.
 Manage cash, savings, and determine the
necessary sources of credit to finance business
needs.
 Manage investments like stocks and mutual
funds
 Develop a deeper understanding of insurance,
and retirement and estate planning.
 Understand microfinance and its role in small
and medium enterprises.
Reflective lifelong learner  Develop an attitude of keeping abreast of the
current developments in the financial
environment
Service-drive citizen/ethical and socially  Be conscious of his/her social responsibility in
responsible citizen the application of his/her knowledge to financial
management decisions

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FINAL COURSE OUTPUT:

As evidence of attaining the above learning outcomes, the student is required to do and submit the following
during the indicated dates of the term.

LEARNING OUTCOME REQUIRED OUTPUT DUE DATE


 Read and understand financial statements and  Midterm Exam Deadlines are announced
appreciate its importance to everyday living.  Final Exam during the term
 Have a clear idea of the foundations of  Quizzes
personal finance  Seatwork/Assignments
 Manage cash, savings, and determine the  Term Paper
necessary sources of credit to finance business
needs.
 Manage investments like stocks and mutual
funds
 Develop a deeper understanding of insurance,
and retirement and estate planning.

 Understand microfinance and its role in small


and medium enterprises.
 Develop an attitude of keeping abreast of the
current developments in the financial
environment
 Be conscious of his/her social responsibility in
the application of his/her knowledge to
financial management decisions

RUBRIC FOR ASSESSMENT:


:
CRITERIA EXEMPLARY SATISFACTORY DEVELOPING BEGINNING RATING
4 3 2 1
Correct The final answer The final answer The final answer The student does
computations/ is correct and has some shows some not understand
solutions to solutions clearly mistakes due to understanding to what
mathematical show the train of some the problem but mathematical
problems
thought followed carelessness with the solution is method to use or
to arrive at the regards to the lacking to arrive how to apply the
final answer. computations at the correct mathematical
final answer. models.
Quality/ The submitted The submitted The submitted The submitted
Substance for work manifests work manifests the work partially work does not
Term Paper qualities which go required qualities. manifests the manifest any of the
beyond the required qualities. requirements.
requirements. Certain aspects are
either incomplete
or incorrect.
TOTAL:

2
OTHER REQUIREMENTS AND ASSESSMENTS:
Aside from the final output, the student will be assessed at other times during the term by the following:
 Recitation
 Board work
 Attendance

GRADING SYSTEM:
The student will be graded according to the following:
Mid-term Grade Final Grade
Quizzes 50% Mid-term grade 50%
Class Standing 10% Second half grade:
Mid-term exam 40% Quizzes 40%
----- Term Paper 15%
100% Class Standing 10%
==== Final Exam 35%
------

100% 50%

LEARNING PLAN:
LEARNING TOPIC WEEK NO. LEARNING
OUTCOME ACTIVITIES
Have a clear I. INTRODUCTION Wk 1,2 (6 hrs) - Problem Sets
idea of the 1.1 Foundations of Financial - Quizzes
foundations of Planning - Board Work
personal 1.2 Understanding Financial - Assignment
finance Planning Process - Graded
1.3 Using Financial Statements and Recitation
Read and Budgets - Seatwork
understand - Lectures
financial QUIZ NO. 1 - Discussions
statements and - Audio visual
appreciate its aids
importance to - Research
everyday living - Group work
II. MANAGING CASH SAVINGS Wk 3,4, 5 (9.0 hrs)
Manage cash, AND CREDIT
savings, and 2.1 Role of Cash Management in
determine the Personal Financial Planning
necessary 2.2 Cash Management Products
sources of 2.3 Automobile and Housing
credit to Decisions
finance 2.4 Using credit
business needs 2.5 Consumer Loans

QUIZ NO. 2

3
Manage III. INVESTMENT PLANNING Wk 6,7,8 (9.0 hrs)
investments 3.1 Securities Market
like stocks and 3.2 Stock Market
mutual funds 3.3 Mutual Funds

QUIZ NO. 3

MIDTERM EXAM
IV. INSURANCE, RETIREMENT Wk 9,10 (6.0 hrs)
Develop a AND ESTATE PLANNING
deeper 4.1 Concept of Insurance
understanding of 4.2 Life and Non-Life Insurance
insurance, and 4.3 Retirement and Estate Planning
retirement and
estate planning QUIZ NO. 4

V. MICROFINANCE Wk 11,12 (6 hrs)


Understand 5.1 Role of Microfinance in SMEs
microfinance 5.2 Developments in Microfinance
and its role in
small and QUIZ NO. 5
medium
enterprises
Have a clear VI. Corporate Governance and its WK 13 (3 hrs)
understanding of Importance
corporate
governance
FINAL EXAM WK 14 (3 hrs)

TEXTBOOK:

Gitman, L. J. Personal Financial Planning, 13T H ed., Cengage Learning

REFERENCES:

Gitman, L. J. Personal Financial Planning, 13T H ed., Cengage Learning

CLASS POLICIES:

1. Attendance
Students are expected to attend their classes and shall to adhere to the university policy regarding the
maximum allowable absences.

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2. Conduct
Students are expected to demonstrate respect to their professor and classmates. Cellular phone should be
turned off or placed in silent mode. Laptops are not allowed, unless specified that it is part of the activity
to be used in class. All students are expected to partake in meaningful discussions with the class. Any
misconduct will be reported to the Discipline Office.

3. Required Materials and Learning Resources


The required texts are given above. Other reference materials will be provided by the professor, if
applicable.

4. Submission of requirements
ABSOLUTELY NO LATE SUBMISSION WILL BE ALLOWED. No make up exam for any submitted
work (seatwork, assignment, quiz, midterms, final exam) unless duly approved as provided in the
Student’s handbook. .

5. Policy on Cheating
A student caught cheating in any assignment, seatwork, quiz, midterm or final exam shall automatically
get a 0.0 for the course.

6. Group Work
The student will have to work with his/her chosen group mates for the required term paper that deals
with the application of finance concepts approved by the professor