Building Wealth

"Building Wealth"

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Course Description

This project-based investment course develops student understanding and skills in such areas as types of investments, the stock market, and stock valuation. Students acquire an understanding and appreciation of the need for investing. The capstone activity of the course is the development of a diversified stock portfolio. Throughout the course, students are presented problem-solving situations for which they must apply academic and critical-thinking skills. Application of investment strategies is an on-going component of the course.

- The Need to Save and Invest

- Setting Financial Goals

- Types of Investments

- The Nature of Bonds

- The Nature of Stocks

- The Nature of Mutual Funds

- Finding and Evaluating Securities Information

- Reading Stock Tables

- Information Found in Annual Reports

- Causes of Stock Price Fluctuations

- Investment Selection Factors

- Fundemental Analysis Used in Investing

- How to Interpret Financial Ratios for Investment

- Assess Securities' Fundamentals

- Strategies for Selecting Investments

- How to Choose Investments

- How Securities are Traded

- Considerations in Selecting a Securities Sales Agent

- The Nature of Market Timing

- Legal and Ethical Aspects of the Stock Market

- Careers in Financial Services

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