Course Objectives:

1. Self-assessment of your willingness to assume risk.
2. Become familiar with investment jargon.
3. Become aware of alternative investment vehicles.
4. Interface your personal investment profile items.
5. Profile and evaluate your actual/wished real estate holdings.
6. Understand the role of your investment program.
7. Know the attributes of both common and preferred stock.
8. Understand the types of investment bonds available.
9. Develop an awareness of the types of mutual funds.

Overview/Subject Matter:

Discussion Items

1. Reflect on your willingness to assume risk.
2. Comparisons of yield/risk for alternative investments.
3. Decision on the correct amount to invest.
4. Investment allocation for different stages of life.
5. Initiating an investment program.

Presentations

View the following PPTs:

1. Investments 1
2. Investments 2
3. US Markets & Concepts
4. Investment Strategy
5. Implementing Your Strategy
6. Monitor and Refocus Investments

Methods of Student Evaluation

• Self-Test – Risk Assessment Questionnaire
• Assignment