Principles of Financial Planning and Individual Investing

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.