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ECO8250

Course
ECO8250
Course Title
Investing for Life

Description

New and more experienced investors will benefit from discussions on planning and setting investment goals, survey stocks, mutual funds, IRAs, government bonds and tax-savings investments.  Start here and get a handle on your financial future.

Objectives

Students will:

  • Apply knowledge learned to invest on their own
  • Become a do-it-yourself investor
  • Obtain a wealth of knowledge in investing

 

Content

I.  Session

A.  Roadblocks to success

B.  Choosing a financial professional

C.  1st step to risk management

II.  Session II

A.  Sources of funding

III.  Session III

A.  Savings and investment strategies

B.  Investment selection

IV.  Session IV

A.  How much risk can you handle?

B.  Discussion of Dr. Harry Markowitx's (1991) theory

C.  Course review

 

Prerequisites

None

Method of Instruction

Lecture, discussion, handouts

Evaluation

1.         Exam: No

2.         Demonstration of Skills: Class discussion

3.         Class Participation: Required