business 356 - Personal Finance Management & HR strategy
Explores savings and investment strategies, including stocks, bonds, mutual funds and real estate within the framework of human resources management. Other topics include retirement & estate planning, insurance, career opportunities and credit management. (Offered Spring only; sections may be offered as classroom based, hybrid or online courses)
The topics that were covered in this class included:
- Financial Planning
- Personal Finance Statements
- Banking and Interest Rates
- Credit and Personal Loans
- Financing a Home
- Life Insurance
- Investing: Stocks, Bonds, and Mutual Funds.
- Asset Allocation
- Retirement Planning
- Estate Planning
- Finance Ethics
The material that was covered provided us with information about not only how to make smart financial choices, but also how to help manage personal finance in general for anybody. The class also covered a good deal on how to consider options when investing in bonds and stocks, not only how to, but also the ethical aspects and the risks that come with investing. Being able to calculate a variety of variables under the concept of investing. Our Professor was also working for Wells Fargo as a Financial Consultant, so the information and authority was there in the class. He himself was an expert on financial planning and has had just as equal experience in matters of investing. The information was relevant and from a knowledgeable source.
The final project consisted of us being given seven different companies and having to gather information and give a reason to our client as to sell, hold, or buy the stock.
The final project consisted of us being given seven different companies and having to gather information and give a reason to our client as to sell, hold, or buy the stock.
final_finance_project.pdf | |
File Size: | 692 kb |
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