BTM 105 — Fin Plan & Indiv Inv
The course introduces the fundamental tools and concepts necessary to manage effectively personal finances. Students learn about the importance of saving and investing; planning for future consumption; financial institutions such as banks, broker-dealers, advisors, insurers and exchanges; the Science of Investing, Modern Portfolio Theory and the principle of diversification; investment vehicles for savers and investors; protecting one’s self from investment fraud; borrowing money; and insurance.