Spring 2006 - Personal Financial Planning (PFP 101)
Summer 2006 - Personal Financial Planning (PFP 102)
An overview of the personal financial planning process. When can I retire? How do I know if I'm saving enough for
my children's college education? Is the stock market safe yet? Should I buy or rent my residence? Is the pension
system going bankrupt? Learn how to gauge whether you are on course to provide for your financial future, and
what options are available to you. Clarify your goals and assess the financial resources and strategies that can get
you to them. This course has some technical aspects, but is really for the general public, and is meant to be both
entertaining and informative. It will also be interactive, with lots of student participation. At the end of this course
you should walk away with a clearer idea of your financial situation and what options are available to you. [J. Lyday]
Summer 2006 - Personal Financial Planning (PFP 102)
An overview of the personal financial planning process. When can I retire? How do I know if I'm saving enough for
my children's college education? Is the stock market safe yet? Should I buy or rent my residence? Is the pension
system going bankrupt? Learn how to gauge whether you are on course to provide for your financial future, and
what options are available to you. Clarify your goals and assess the financial resources and strategies that can get
you to them. This course has some technical aspects, but is really for the general public, and is meant to be both
entertaining and informative. It will also be interactive, with lots of student participation. At the end of this course
you should walk away with a clearer idea of your financial situation and what options are available to you. [J. Lyday]
Spring 2006 - Investing
Effective investment seems difficult, but doesn't have to be. This course will introduce a proven, straightforward
method for earning exceptional returns while greatly reducing your exposure to risk: Asset Allocation. Methodical
and disciplined asset allocation has proven effective through all market environments. Once you've learned the
foundation, techniques, and historical success of asset allocation, you will never again lose sleep over interest rate
hikes, stock market jitters, and other financial matters beyond your control.. This course steers clear of
complicated algorithms and complex esoteric investment issues and focuses on:
The basic strategies and approaches to investing
How to set up and manage your own diversified account
The fundamental relationship between risk and reward.
Portfolio theory -- and the reasons why a diversified portfolio of investments will be re stable and predictable than
its individul component assets
Effective investment seems difficult, but doesn't have to be. This course will introduce a proven, straightforward
method for earning exceptional returns while greatly reducing your exposure to risk: Asset Allocation. Methodical
and disciplined asset allocation has proven effective through all market environments. Once you've learned the
foundation, techniques, and historical success of asset allocation, you will never again lose sleep over interest rate
hikes, stock market jitters, and other financial matters beyond your control.. This course steers clear of
complicated algorithms and complex esoteric investment issues and focuses on:
The basic strategies and approaches to investing
How to set up and manage your own diversified account
The fundamental relationship between risk and reward.
Portfolio theory -- and the reasons why a diversified portfolio of investments will be re stable and predictable than
its individul component assets