2018-2019 Catalog

FINA 2200 Investment Planning

4.5 - 0.0 - 4.5

RecommendedRecommended Prior

FINA 1200 Wealth Building Fundamentals and Personal Finance - recommended prior to taking this course, but not required.

Course Description

This course presents basic investment concepts, such as investment markets and transactions, investment planning and information, and investment risk and return. The course also explores the investment environment by examining the role and scope of various investment vehicles including, common stock, fixed-income securities, derivative securities, and mutual funds. NOTE: Lab fee covers assessment curriculum required by CFP board-certified courses.