This course is designed for students interested in pursing careers in financial planning and asset risk management profession. The course and curriculum are approved by the CFP Board of Standards and meet one component of the educational requirement for becoming a Certified Financial Planner. This course explores the securities market, sources of information, risk/return, stocks, bonds, options, futures, and security analysis, and culminates in portfolio construction and analysis. You will learn how to evaluate different asset classes for different investment objectives and determine their suitability for investors considering investment goals, time horizons, risk tolerance, and tax situation. Will be required for the Financial Planning major. This course is only offered online and is offered through a course-sharing consortium agreement.
Sophomore Standing and declared Financial Planning Major.
