Personal Investing & Financial Planning

Instructor:
Eric N. Monday
250
Credits:
3.0
201
Building:
TBD
Room:
TBD
Semester:
Spring 2025
Start Date:
End Date:
Name:
Personal Investing & Financial Planning
Class Type:
LEC
TBD
TBD
Days:
TBD
Note:
Will not count as Finance major elective. This section is eligible for the online Undergraduate Certificate in General Business program. This class is asynchronous in Canvas and has no specific meeting pattern or location.

An overview of financial planning, decision making and investing activities. Emphasis is on financial assets such as stocks, bonds, options and futures and their use in meeting investment goals. Discusses IRAs, 401(k)s and other retirement programs. Also considers mutual funds, real estate, insurance and other alternatives. Includes a discussion of asset selection and allocation strategies, risk management methods, and alternative wealth maximization strategies.

An overview of financial planning, decision making and investing activities. Emphasis is on financial assets such as stocks, bonds, options and futures and their use in meeting investment goals. Discusses IRAs, 401(k)s and other retirement programs. Also considers mutual funds, real estate, insurance and other alternatives. Includes a discussion of asset selection and allocation strategies, risk management methods, and alternative wealth maximization strategies.

FIN