« Back to Class Listing

Learning the Fundamentals of Investing

Description


This course covers the main topics in financial planning. The course utilizes academically accepted standards for creating a personal investment plan. Students who complete the course will be better positioned to either manage their own investments and/or have the ability to better evaluate the value their financial professional brings to the table. First we learn about the time value of money and financial decision making using our financial calculator. Don't worry---we go over the calculations step by step! We will learn about stocks, bonds, mutual funds and other investment vehicles. We look at making and implementing a plan. And lots more. I will show you where to seek information on your potential advisor to verify his/her credentials, learn what credentials are important, and if they have done bad things. Retirement? It is all about income and we will learn how to prepare for that as well. Lastly, come with questions and the instructor will fit in what you want to know! The purpose of the course is to provide students with the knowledge and skills necessary to help them make informed investment decisions based on facts rather than “gut feelings.”

Materials: Principle Based Investing: A Sensible Guide to Investment Success (available in the Kindle version), HP-12c financial calculator (If you have a Smartphone you can download the HP-12C calculator application for free on Android and around $10 on IPhone.)

CLICK HERE FOR REQUIRED BOOK

Section:
Notice: Undefined variable: SectionNumber in /it/web/std-prod/ece.emory.edu/htdocs/catalogSectionDetail.php on line 617
Dates:
Notice: Undefined variable: StartDate2Display in /it/web/std-prod/ece.emory.edu/htdocs/catalogSectionDetail.php on line 620

Notice: Undefined variable: EndDate2Display in /it/web/std-prod/ece.emory.edu/htdocs/catalogSectionDetail.php on line 620
-
Time: 7:00 PM
Tuition:
Notice: Undefined variable: Cost in /it/web/std-prod/ece.emory.edu/htdocs/catalogSectionDetail.php on line 624
Instructor:
Notice: Undefined variable: InstructorString in /it/web/std-prod/ece.emory.edu/htdocs/catalogSectionDetail.php on line 625

Notice: Undefined variable: ButtonName in /it/web/std-prod/ece.emory.edu/htdocs/catalogSectionDetail.php on line 628

Notice: Undefined variable: ButtonName in /it/web/std-prod/ece.emory.edu/htdocs/catalogSectionDetail.php on line 630

Notice: Undefined variable: ButtonName in /it/web/std-prod/ece.emory.edu/htdocs/catalogSectionDetail.php on line 634

Notice: Undefined variable: SectionDescription in /it/web/std-prod/ece.emory.edu/htdocs/catalogSectionDetail.php on line 650

Class Schedule

Date Times Meeting Type Location
02/07/2018 7:00 PM - 9:00 PM Classroom Executive Park
02/14/2018 7:00 PM - 9:00 PM Classroom Executive Park
02/21/2018 7:00 PM - 9:00 PM Classroom Executive Park
02/28/2018 7:00 PM - 9:00 PM Classroom Executive Park
03/07/2018 7:00 PM - 9:00 PM Classroom Executive Park
03/14/2018 7:00 PM - 9:00 PM Classroom Executive Park
03/21/2018 7:00 PM - 9:00 PM Classroom Executive Park
03/28/2018 7:00 PM - 9:00 PM Classroom Executive Park
04/04/2018 7:00 PM - 9:00 PM Classroom Executive Park

Additional Information

Final Enrollment:
Notice: Undefined variable: FinalEnrollmentDate2Display in /it/web/std-prod/ece.emory.edu/htdocs/catalogSectionDetail.php on line 706

Clock Hours:
Notice: Undefined variable: ClockHours in /it/web/std-prod/ece.emory.edu/htdocs/catalogSectionDetail.php on line 711