Taxes Explain the tax implications of financial decisions. Asset management Manage liquid investments safely and in a manner consistent with meeting credit obligations. Discuss the problem of personal risk. Property and liability Identify and manage personal property and liability risks using a variety of options. Health insurance Identify and manage personal health risks using a variety of options.
Life insurance Identify and manage personal life risks using a variety of options.
Investing fundamentals Identify and employ investing principles and concepts. Identify sources of security financing and markets in which securities are traded. Investment vehicles Identify and characterize the types of investments that are available. Investment management Identify and use personal investment sound management principles.