This course explores the securities market, sources of information, risk/return, debt and equities, stocks, bonds, options, futures, and security analysis, and culminates in portfolio construction and analysis. The course is designed to help students understand, among other things, how money and capital markets operate, how to conduct investment and financial research, and how to evaluate the risks and rates of return for various types of investment vehicles.
Who should attend
Recent college graduates, career changers, retirees, and financial services professionals.
FP 101 Introduction to Financial Planning
- Fall, Spring, Summer
Textbooks and Class Materials
- REQUIRED: The Tools & Techniques of Investment Planning 4th edition, Leimberg ISBN: 9781939829160 The National Underwriter Company
For more information, please call 1-866-633-9370.