FINA 2200 - Investment Planning

4.5 Credits

Students learn basic investment concepts, such as investment markets and transactions, investment planning and information, and investment risk and return. Students also explore 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.

Prerequisites: Instructor Approval

Recommended: FINA 1200 Wealth Building Fundamentals and Personal Finance

Lecture Hours: 4.5
Lab Hours: 0.0
Internship Hours: 0.0
Clinical or Practicum Hours: 0.0

Course Objectives

Analyze the current investment environment.
Review various investment conceptual tools.
Evaluate the basic features of common stock investments and explain how these vehicles are used in the investment process.
Evaluate the basic features of fixed-income securities and explain how these vehicles are used in the investment process.
Compare and contrast the tools and techniques used to manage and administer a successful investment portfolio.
Evaluate the basic features of derivative securities and explain how these vehicles are used in the investment process.

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