Principles of Financial Planning and Individual Investing

Catalog description

The course introduces the fundamental tools and concepts necessary to manage one’s finances effectively. Students learn about the importance of saving and investing; planning for future consumption; financial institutions such as banks, broker-dealers, advisors, insurers, and exchanges; the Science of Investing,Modern Portfolio Theory, and the principle of diversification; investment vehicles for savers and investors; protecting one’s self from investment fraud; borrowing money; and insurance.