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Personal Investing & Financial Planning

Instructor:
Eric N. Monday
250
Credits:
3.0
001
Building:
Business and Economics Bldg
Room:
Rm.283
Semester:
Spring 2025
Start Date:
End Date:
Name:
Personal Investing & Financial Planning
Class Type:
LEC
1:00 pm
2:15 pm
Days:
MW
Note:
Will not count as Finance major elective.

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