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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.
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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.
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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
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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
TEXTBOOK:
REFERENCES:
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.
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