EduXchange.EU

Personal finance

MEF3020
Business and Economics

About this course

Financial planning and budget. Financial decisions and credit risk for different credit products. Human capital as part of total assets. Investment planning. Investments into main asset classes including equities, bonds, funds and real estate. Pension planning. Investment portfolio and life cycle.

NB! This course will take place in spring semester 2024/2025 which starts on 3rd of February and ends on 16th of June (you can find that information under Start date section). The real course start and end dates will be announced at the beginning of February at the latest.

Learning outcomes

After completing the course, a student: 1) can make both short-term and long-term financial plans 2) can compare different loan products and make informed choices among them 3) can choose between different investment opportunities 4) can make applied financial calculations necessary for learning outcomes 1-3.

Examination

Final assessment can consist of one test/assignment or several smaller assignments completed during the whole course. After declaring a course the student can re-sit the exam/assessment once. Assessment can be graded or non-graded. For specific information about the assessment process please get in touch with the contact person of this course. For specific information about grade transfer please contact your home university

Course requirements

Prerequisites (but not strict): Basic Finance

Resources

  • Garman, E. Thomas, and Raymond Forgue. Personal finance. 11th ed. Cengage Learning, 2011.

Activities

lectures, exercises

Additional information

  • Credits
    ECTS 3
  • Level
    Bachelor
  • Contact hours per week
    2
  • Instructors
    Pavlo Illiashenko
  • Mode of instruction
    Hybrid
If anything remains unclear, please check the FAQ of TalTech (Estonia).

Offering(s)

  • Start date

    3 February 2025

    • Ends
      16 June 2025
    • Term *
      Spring semester 2025
    • Instruction language
      English
    • Register between
      29 Oct - 29 Nov 2024
    Enrolment open
    Apply now
These offerings are valid for students of CTU (Czech Republic)