Hsin Chen, Ed. An analysis of investment instruments based on ownership and loanership. Ownership includes stocks, mutual funds, options, warrants, variable annuities and real estates. Loanership includes CDs, Money Markets, Checking Accounts, Saving Accounts, Bonds, and fixed annuities. In this course, we look at personal financial management strategies.
Students develop portfolios for individuals in a very diversified settings.
Also, we'll focus on the valuation of different investment instruments. 4. utilize research resources for investing such as the Wall Street Journal and Value Line. 5.evaluate and select their own investment options. 6.have the skills to be effectively employed in the financial services industry. Materials will be furnished.