Welcome to a new semester. Introduction to Personal Finance for students at the Bauer College of Business at University of Houston. Otherwise known as Money Study Group.

Money Study Group

Each semester, we refresh the content in the course but you can always find the current semester by visiting MoneyStudyGroup.com

Next Steps

• Register as a User

• Check your email

• Change your password

• Save your username and password

  • Save the website in your favorites so that you can quickly return to watch your next lesson.

Enroll in Money Study Group

You must be enrolled in the online course in order to access the content you will need to complete your weekly assignments

• All Weekly Assignments will be Posted to BlackBoard

• All Weekly Assignments will be Turned in on BlackBoard

Join GroupMe

Coming Up

In future lessons, you’ll be instructed to:

• Set up your private planning portal

• Sponsored by BayRock Financial

• Download the RightCapital Mobile App

• Link your accounts

• Set up your budget

• And much, much more

Jim Munchbach, CFP®

I’m Jim Munchbach and I have the privilege of being your instructor throughout the course. I promise to do my part in helping you achieve your most important goals in life.

For now, I know that one of your goals is to get an A in this course. So, for now I’m not going to spend any time talking about me except to say that I am a Certified Financial Planner™ practitioner and I’ve been teaching Personal Finance at the Bauer College of Business for almost a decade.

This semester, I’ll be your instructor, your financial coach, and your guide. I’ll help you find everything you’ll need to earn an A in the course.

For now, I just want to ask you to trust that we’ve put together a great program designed to teach you how to become a millionaire by age 50 — more about that in the next video: The Big Idea.

Once you enroll in the course, you’ll get to see:

The big picture,

The scope and

The sequence

Money Study Group is organized like most great online courses:

Lessons

Topics

Quizzes

The next topic is: The Big Idea

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Get Tutoring

You are encouraged to seek out-of-class tutoring and other academic supports if needed.

Progress Reporting

UH and your Instructor will use Progress Reports as an early alert to identify students at risk of failing this course. Submitting a Progress Report for students who otherwise do not respond to my outreach will route those students to be triaged for additional support – please talk with your Academic Advisor about how Progress Reporting will work if you have any questions.

Syllabus Review for Personal Finance

Class Concept

Become a Millionaire By Age 50

Imagine your life in 25 years. The financial habits you develop today will determine your financial reality later in life. Introduction to Personal Finance is designed to teach you the small, easy steps you can take today to become a Millionaire by Age 50.

Each element of the class (lectures, video tutorials, planning and homework assignments, and online discussion) is designed to help you develop financial habits that lead to more clarity, confidence, and contentment.

Money Management is a discipline that builds financial muscle. In this class, you’ll create a (digital) Blueprint for building financial success throughout your lifetime.

Learning Objectives

Students will create an effective, real-life spending, saving, and investing plan; obtain an actual credit report and learn to apply debt payment strategies; analyze investment types and asset classes; build a portfolio using stocks, bonds, and cash equivalents; evaluate common insurance products, compare and contrast types of retirement accounts and create a high probability retirement plan; understand individual retirement funding needs including cash flow projections for personal and retirement goals. Students will become familiar with The 3 Laws of Personal Finance and a step-by-step process for creating a personal financial plan and much, much more.

Lessons and Assignments

All assignments due on Tuesday at 10AM, to be submitted in BlackBoard with ONE PDF document for each assignment — PDF files ONLY (file- export-pdf).

### Grading

A total of 1000 points available. *The Capstone Assignment is mandatory. **Late assignments must be completed within 2 weeks of due date to qualify for 1 point.

Class Collaboration and Participation

Class Collaboration is 20% of your grade (200 points). Assignment completion, class discussion and collaboration in building your financial plan online will allow you to earn up to 200 points over the course of the semester. Each week you will be asked to share comments, feedback, suggestions, and highlights of what you’re learning throughout the course. Weekly assignments will typically include a “class collaboration” component and you are encouraged to keep a record of your postings throughout the semester. If there is any question about your participation grade at the end of the semester, you will be asked to provide documentation to support your participation in the course.

Course Links

• Here’s a Link to our Weekly Zoom Meeting

• Here’s a Link to our YouTube Channel

• Here’s a link to our Facebook Page

All assignments will be posted, submitted, and graded in BlackBoard. However, your weekly homework assignments will be also be posted in your online training portal at MoneyStudyGroup.com — you will not be able to submit your work in BB until you have completed your homework assignments in Money Study Group so enroll today at MoneyStudyGroup.com