This course is offered free to the general public.

This course is intended for individuals who have no prior finance knowledge and who wish to learn about money management. Course content covers introduction and discussion of tools of finance. These include stocks, bonds, EFTs, and mutual funds. We also cover basic income strategies. The College of Business, Student Managed Investment Fund account is used to exemplify the content. This account has a balance of $1 million in real funds.

Learning objectives

Upon successful completion of this course, you will be able to:
• trade stocks
• trade bonds
• trade ETFs
• trade mutual funds
• trade simple income generating options
• maintain a simple investment portfolio

Course dates: May 17, 2021 – July 2, 2021

Course format: Online via Canvas, Asynchronous Learning, Live meetings as needed

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