Course unit title

Personal Finance

Course unit code

MNK315

Type of course unit (compulsory, optional)

compulsory

Level of course unit (according to

EQF: first cycle Bachelor, second cycle Master)

The first cycle of  Bachelor Degree Progam

Year of study when the course unit is delivered

(if applicable)

2020 - 2021

Semester/trimester when the course unit is delivered

The 4th Semester of Bachelor Study

Number of ECTS credits allocated

4.8 Credits

Name of lecturer(s)

  1. Wisudanto, Dr.,SE.,MM.,CFP
  2. Rahmat Heru Setianto, SE.,M.Sc

Learning outcomes of the course unit

After completing this course, the students are expected to acquire the competencies in the followings:


1. Explaining the importance of personal financial planning.

2. Designing investment planning in order to achieve personal goals  and the concept of risk management for individuals. 

3. Designing insurance needs for individuals in order to achieve personal goals.

Mode of delivery (face-to-face, distance learning)

Face-to-face and distance learning (using https://hebat.elearning.unair.ac.id/)

Prerequisites and co-requisites (if applicable)

Financial Management II

Course content

1.Personal Financebasics and Time Value of Money and Financial Aspects of Career Planning

2.Money Management Strategy

3.Time Value of Money in Practice

4.Managing Your Debt

5.Investing Your Financial Resources I

6.Investing Your Financial Resources II

7.Insuring Your Resources

8.Insurance and Risk

9.Property and Motor Vehicle Insurance

10.Health, Disability and Long Term Care Insurance

11.Life Insurance I

12.Life Insurance and Financial Planning

Recommended or required

reading and other learning resources/tools


Personal  Finance,  Eight  Edition, Kapoor,  Dlabay  & Hughes,  2007 (KDH)

Modul Financial Planning dari Financial Planning Standards Board

Indonesia (FPSB)

Unit Link, The Beauty or The Beast, Tri Djoko Santoso, ChFC, CLU, CFP®  (TDS)

Planned learning activities and teaching methods

Lectures, Discussions, and Quizzes

Language of instruction

Indonesian

Assessment methods and criteria

Midterm & Final examinations (60%), Paper Assignments (25%),  and Classroom Activities (15%)