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WEALTH MANAGEMENT AND FINANCIAL PLANNINGCourse OutlineFaculty: Business and International RelationsProgram: Unit: Business AdministrationCourse: Wealth Management and Financial PlanningCode: ____________________________________________Credits: 2 creditsSemester: 3/2012-2013Lecturer: Jeaneth Michelle L. Balaba, B.S. Economics, MBA Faculty Room 326 e-mail at HYPERLINK "mailto:jeaneth@president.ac.id"jeaneth@president.ac.id or HYPERLINK "mailto:jeaneth.balaba@"jeaneth.balaba@Class hours: Monday (2-4:40pm); Tuesday (1030-1210pm); Wednesday (7:30-9:10am)Consultation hours: By appointmentPrerequisites: NoneClass Website: HYPERLINK ""presuniv-wealthmanagement.COURSE DESCRIPTION This course provides an introductory study of the subject of wealth management and contemporary personal financial planning. This course provides an overview of the major components of financial planning, namely consumption planning, tax planning, insurance planning, retirement planning and estate planning. Throughout, focus is placed on the practical application of portfolio management and asset allocation of wealth management clients.LEARNING OBJECTIVESAt the end of the course, students will be able to:Acquire the conceptual knowledge and technical skills to prepare them for advanced studies in wealth management and financial planning as a field of concentration;Identify, explain and relate the concepts, principles and processes of financial advisory services, with particular attention to private banking relationship management, that are important in the wealth management function;Apply the tools and skills learned in the subject to related knowledge areas. EvaluationPercentageClass Participation (Activity/Assignment/Attendance) 10%Group Work: Case Analysis 20%Quizzes 20%Peer Assessment 10%Exam(Mid-Term and Final) 40%Total 100%Grading PolicyA-85-100B-70-84C-60-69D-55-59E-<55CLASSROOM POLICYStudents are required to be in class and to actively participate in class instructions. No student may request for make-up exam or quiz or activity unless his or her absence is excused. All students must follow University rules and regulations and observe the Honor system.TEACHING MATERIALS Required Textbook Hallman, G. Victor and Rosenbloom, Jerry S. 2009. Private Wealth Management.8th edition. New York: McGraw Hill.Supplementary Textbooks (e-book)Maude, David. 2006. Global Private Banking and Wealth Management: The New Realities. England: John Wiley & Sons.Shanmugam, Bala and Zahari, Zaha Rina. 2009. A Primer on Islamic Finance. The Research Foundation of CFA Institute.COURSE OUTLINEWeekSessionsTopics ObjectivesAssignments and AssessmentsSource**1Introduction:LecturerSyllabusThe Case MethodOverview:Wealth CreationWealth ManagementFinancial PlanningRelationship ManagementReview the course content and requirementsExplain the concept of wealth creation, wealth management and financial planningOrganize team grouping to aid in the learning processCreate a concept paper about wealth and wealth creationDiscuss: Question and Answer (Q&A)Create: GroupAssignment: Profile sketchActivity 1: Reflection Paper: “My concept of wealth” TextbookLearning Module Week 12Financial MarketsBanking SystemsTypesBanking ServicesIndonesia vs WorldIslamic FinanceReview the workings of financial marketsDistinguish private banking from other banking services and functions in Indonesia and the worldDiscuss: Question and Answer (Q&A)Evaluate: Quiz 1TextbookLearning Module Week 2HYPERLINK "" ObjectivesAssignments and AssessmentsSource**3Relationship ManagementAccount ManagementNature, roles and functionsFinancial GoalsValues and ethicsBe familiar with the function and role of relationship-building in wealth managementCite examples of good ethics, value and integrity in relationship managementDistinguish relationship management and account management Identify financial goals of individualsDiscuss:Question and Answer (Q&A)Evaluate:Activity 2: Financial Needs Analysis ExerciseCreate:Assignment 2: Group proposal for Career Talk sessionTextbookLearning Module Week 34Wealth ManagementOverview Wealth Creation DefinitionsReview Explaining Financial StatementsDiscuss the concept of wealth and the scope of wealth managementReview financial accounting conceptsSimulate asset investing through WeSeed stock trading gameEvaluate: Question and Answer (Q&A)Evaluate: Quiz 2Evaluate: Activity 3 – Financial CaseAssess:GameTextbookLearning Module Week 45Investments and AssetsSources and uses of funds Securities Equities Bonds Real property Fixed Income Securitized assetsAsset AllocationIdentify investment concepts and classify the different investment classesDistinguish debt securities from equities, different fixed income instruments, mutual funds and trust fundsDiscuss emerging issuesDemonstrate grasp of concepts through practical exercise Question and Answer (Q&A)Quiz 3Activity 4Assess:GameTextbookLearning Module Week 5WeekSessionsTopics ObjectivesAssignments and AssessmentsSource**6Time value of moneyRisk-return relationshipCase 1 PresentationReview compounding, discounting and present value conceptsDiscuss different types of risks, risk premiums and the relationship to returnsEvaluate competence in financial analysis through exercisesDiscuss:Question and Answer (Q&A)Evaluate: Quiz 4Assess:GameTextbookLearning Module Week 67Mid-Term Examination8Financial PlanningIncome TaxEducationRetirementSocial SecurityIntroduce the basic concepts and scope of financial planning and discuss its importance in wealth conservationPerform financial planning analysis through simulated exercisesQuestion and Answer (Q&A)Evaluate: Quiz 4Activity 6Design: Case Assignment #2: Portfolio Strategy Assess:GameTextbookLearning Module Week 89Risk ManagementInsuranceDiscuss the role of insurance in managing risksEngage the class in theory participationQuestion and Answer (Q&A)Quiz 5Activity 7Assess:GameTextbookLearning Module Week 910Estate PlanningTrust ManagementBusiness PlanningIntroduce special topics in financial planningQuestion and Answer (Q&A)Activity 8Assess:GameTextbookLearning Module Week 1011Group Project: Career Talk PresentationJamsostek/Private unibank/Insurance companyQuestion and Answer (Q&A)12Group PresentationPerform portfolio analysis by presenting case solutionDiscuss:Question and Answer (Q&A)13Peer Assessment and EvaluationRate individual participation in group activities Evaluate:Question and Answer (Q&A)14Final-term Exam ................
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