Personal Finance

 Spotkanie

Personal Finance

Program:  Bachelor of Business and Administration (Specialisations: Business, Finance, Governance)
ECTS:  5
Lecturer:  Mariusz Dybał
Email:  mariusz.dybal@uwr.edu.pl

Type:  Compulsory
Level:  Elementary

Lecture
Number of hours:  2h X 8 weeks = 16 hours (1 semester)

Classes
Number of hours:  2h X 7 weeks = 14 hours (1 semester)

Biography of the Professor
Mariusz Dybał graduated from Wroclaw University of Economics (2002). Defended a doctoral dissertation at the University of Szczecin (2008). Since 2008 Assistant professor at the Institute of Economic Sciences, University of Wroclaw. Author of academic publications on pension systems, financial markets, economic analysis. Promoted dozens of undergraduate and postgraduate students. Visiting Professor at Piraeus University of Applied Sciences, Sankt Petersburg State University, Siauliai University, Duale Hochschule Baden-Württemberg Villingen-Schwenningen, Julius-Maximilians Universitat Wurzburg, Universidad Pablo de Olavide. Conducts research mainly on the efficiency and stability of pension systems. Deputy Chief Editor of the scientific quarterly of Ekonomia – Wroclaw Economic Review. Editorial board member of: Journal of Applied Research Review; Public Governance, Administration and Finances Law Review; Journal of Young Scientists; Studenckie Prace Prawnicze, Administratywistyczne i Ekonomiczne. Performer of research grants obtained from: Scientific Research Committee, University of Wrocław, National Science Center, European Union. Organizer and Chairman of the Old-age security International Conference.

Requirements for passing a course
There will be a case study every week covering the material for that week. Each student is asked to solve case application.

Exam questions
1. The Financial Planning Process  
2. Measuring Your Financial Health and Making a Plan  
3. Understanding and Appreciating the Time Value of Money  
4. Tax Planning and Strategies  
5. Cash or Liquid Asset Management  
6. Using Credit Cards: The Role of Open Credit  
7. Student and Consumer Loans: The Role of Planned Borrowing  
8. The Home and Automobile Decision  
9. Life and Health Insurance  
10. Property and Liability Insurance  
11. Investment Basics  
12. Investing in Stocks  
13. Investing in Bonds and Other Alternatives  
14. Mutual Funds: An Easy Way to Diversify  
15. Retirement Planning  
16. Estate Planning: Saving Your Heirs Money and Headaches  
17. Financial Life Events–Fitting the Pieces Together

Sources
Personal Finance, Arthur J. Keown, Pearson Higher Education.

Projekt “Zintegrowany Program Rozwoju Uniwersytetu Wrocławskiego 2018-2022” współfinansowany ze środków Unii Europejskiej z Europejskiego Funduszu Społecznego

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