BUS 135 - Investments
In depth study of investing in the electronic age. Selection, analysis, and valuation of stocks, Mutual Funds, REIT’s, Unit Investment Trusts, Fixed Income Securities, Government Securities, Options, futures, and retirement/pension choices. Non-Financial Assets such as collectibles and precious metals as tools of investing. Using the Internet to gather investment information.
3 Class Hours
Learning Outcomes of the Course:
Upon successful completion of this course the student will be able to:
1. Utilize various research sources (business periodicals, industry publications, investment software, company financial statements, etc.) to assist in the selection and analysis of investment vehicles relative to risk/return, etc.
2. Identify main economic and global influences on investment categories to assist in comparing and contrasting various vehicles.
3. Understand and utilize the buying and selling procedures of various sources, including securities exchanges, NASDAQ, etc.
4. Evaluate various retirement/pension choices as they relate to current/future tax implications, accessibility, retirement needs and estate transfer.
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