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Learning the Fundamentals of Investing


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.)


Dates: Mar 5, 2019 - Apr 23, 2019 Time: 7:00 PM
Tuition: $275.00 Instructor: Ben L Clark Register
What will be covered:
  • Security Markets and The Economic Environment
  • Investment Risk and Return
  • Common Stock Valuation and Performance Measurement
  • Security Analysis
  • Features of Fixed-Income Securities
  • Valuation and Analysis of Fixed-Income Investments
  • Derivatives and Real Assets
  • Mutual Funds and Foreign Investments

Class Schedule

Date Times Meeting Type Location
03/05/2019 7:00 PM - 9:00 PM Classroom Executive Park
03/12/2019 7:00 PM - 9:00 PM Classroom Executive Park
03/19/2019 7:00 PM - 9:00 PM Classroom Executive Park
03/26/2019 7:00 PM - 9:00 PM Classroom Executive Park
04/02/2019 7:00 PM - 9:00 PM Classroom Executive Park
04/09/2019 7:00 PM - 9:00 PM Classroom Executive Park
04/16/2019 7:00 PM - 9:00 PM Classroom Executive Park
04/23/2019 7:00 PM - 9:00 PM Classroom Executive Park

Additional Information

Final Enrollment: Mar 5, 2019
Clock Hours: 16.0