Solo Project: Paul J. Maloney

Resources Requested

Stipend AY: $1400.00;  Expect project to last full calendar year.
ElementK: $70.00; Seek increased training in PowerPoint and web site design.
Software: $200.00 Evaluate various consumer-oriented personal financial planning software and explore possibility of site licenses for same (e.g. Quicken and TurboTax software).
Other: $200.00; Miscellaneous expenditures related to completion of project.

Total: $1,870.00

Project Info

Equipment use in Future: Software - I would love to have students be able to access certain software via a course web site - for example, use TurboTax to complete a class-assigned tax return or access Quicken to develop a budget as part of a case assignment. Obviously, I would need to explore licensing issues.
Start Date: 11-15-2002
End Date: 11-15-2003

Milestones/Deadlines: Would submit one-page mid-project progress report at 5-15-2003.

Deliverables

Angel Course: Expected outcome is a technologically superior course presentation that enhances the educational experience of the students. Finished project would then be readily adaptable to a distance learning course incorporating Angel.Change in Practice: Multimedia PowerPoint presentation and course web site.Paper/Article: I would not expect to complete an article for publication during the time frame of this project, but I can envision a future article on using technology to teach Personal Financial Planning at the college level. The appropriate journal for such a submission would be the Financial Services Review - The Journal of Individual Financial Management, published by the Academy of Financial Services. This journal is supported by Georgia State University and includes articles related to the educational aspects of personal financial planning.

Is journal refereed? Referred

Primary Objective

Primary objective is to develop a more technologically advanced presentation of my current course in Personal Financial Planning (FIN 311). The course would be enhanced to include a multi-media PowerPoint presentation for all course material, combined with a course web site, providing additional course resources and relevant links.I chose this course since it is a popular course that runs each semester and appeals to all business majors, as well as non-business majors. Additionally, it is the type of course that would lend itself to a technologically-based presentation with enormous available resources (including video clips, web site links, software, information sources, etc.).Upon completion of this project, this course will also be a great candidate for a distance-learning course (presumably through the SCE).This course shares some commonality with my courses in Investments (FIN 200 and FIN 317) and I expect that lessons learned in completion of this project would be readily transferable to those courses, as well.

Assessment Plan

1. Completion of project, including multimedia PowerPoint presentation and web site development.
2. Subsequent course evaluations each semester to assess student feedback.