Description
Introduces the personal financial planner to investment strategies and vehicles, and examines the implementation phase of the investment planning engagement.
Objectives
- Recognize what is insured by the FDIC or the NCUA.
- Calculate taxable interest on the purchase of a bond with accrued interest.
- Determine the type of security to recommend to a client based on the client's circumstances.
- Differentiate between active and passive portfolio management.
- Recall when an investor should expect a margin call.
- Differentiate among the various types of financial ratios in a financial ratio analysis.
- Calculate the price-earnings ratio for a stock.
Highlights
- Types of investment vehicles
- Investment strategies
- Investment valuation