FIN 352 - Investment Planning

3 Cr. Hrs.

Common Learning Outcomes 05. [CT] Critical thinking skills: inquiry, analysis and creative problem-solving, 13. [PP] Professional preparedness, interpersonal and digital communication skills

The course is designed for students interested in pursuing careers in the financial planning and asset management profession. The course and curriculum are approved by the CFP® Board of Standards and meet one component of the educational requirement for becoming a Certified Financial Planner. This course explores the securities market, sources of information, risk/return, stocks, bonds, options, futures, and security analysis, and culminates in portfolio construction and analysis. You will learn how to evaluate different asset classes for different investment objectives and determine their suitability for investors considering investment goals, time horizons, risk tolerance, and tax situations.

Grading Basis: Graded Repeatable: No Typical Periods Offered: Fall, Spring, Summer