It will give you an edge with the financial analysis, budgeting and ROI evaluations that are a part of our daily activities. A calculator is required. A course which teaches fundamental financial cash flow concepts and analyses and trains the student to apply these in a variety of related financial decision and investment situations. Student learns to apply commonly used performance indices, such as Present Value, Net Present Value, Internal Rate of Return, Discounted Cash Flow, Return on Investment and Return on Equity to financial situations which occur in evaluation of limited partnership investments, income-producing real estate investments, REITs, mortgages, equities, refinancing problems, and personal real property leases, discounted promissory notes, and other related financial situations. The student also learns to utilize a hand-held financial calculator and a computer spreadsheet when performing these types of analyses.
Course is highly oriented to practical problem solving.
This course introduces the professional to the technical content of personal financial planning. It emphasizes the identification and quantification of financial objectives and the interrelated facets of a wide range of technical material. This course introduces the ethics, strategies and processes of professional practice. Mgmt X 433 Survey of Personal Financial Planning. This course provides a study of risk management tools and techniques for individuals.