Explore key financial literacy topics including consumerism, budgeting, debt, risk management, and savings strategies.
Numeric grade only.
Develop life, health, casualty, and liability insurance planning strategies as part of a comprehensive financial plan. Topics include: assessing and managing risk, evaluating insurance products for tax and estate planning consequences, and understanding the role of insurance in retirement and businesses.
Survey various investment vehicles available to meet financial planning goals. Topics include: evaluating risk tolerance, asset allocation strategies, security analysis, bond and security valuations, modern portfolio theory, market analysis, alternative investment instruments, and special topics.
Develop an understanding of income tax planning opportunities, issues, and challenges. Topics include income tax law, compliance, calculations, accounting, tax of business entities, trust and estate tax, tax basis, depreciation, like-kind exchange consequences, property tax, alternative minimum tax (AMT), tax reduction techniques, passive activity rules, special circumstances, and deductions.
Survey estate planning principles as they relate to the development of a comprehensive financial plan. Topics include property titles and transfers, documents, including wills and trusts, gifting strategies, tax consequences and compliance, liquidating estates, charitable giving, life insurance, business transfers, fiduciaries, and special topics.
Provides a thorough study of the investment process and strategies. The focus is on hands on practice in carrying out investment plans through real-time simulation. Participants practice controlling impulsive and emotional equity trading behavior and establishing good investment habits and attitudes.
Provides real-time simulation in practicing various options trading and hedging strategies. Directional and non-directional trading concepts, applications, and options portfolio strategies are examined. Participants study various approaches in forming hedge funds with options or embedded options.