Course Authors: Professor Walt Woerheide, PhD, CFP®, Robert McCunney, Online Learning Administrator, Aileen Marquette, Instructional Designer, Ryan Emery, Director, Instructional Design

From the Author:

“The Blackboard Exemplary Course Program gave us the perfect opportunity to receive quality peer review for our educational delivery model.  While we have always believed in our practices and methods, being recognized by our peers renews our motivation to continue down the path of giving our student the best possible online learning experience.” Ryan Emery, Director, Instructional Design

About the Course:

This self-study course covers various aspects of the principles of investments and their application to financial planning. Discusses risk analysis and risk and return computations. Looks at stocks, bonds, investment companies, options and futures contracts. Includes an extended discussion of tax issues in investing and issues in the practice of portfolio management, including strategic and tactical asset allocation. Provides many examples of ethical and practical issues in managing a client’s portfolio.

The professor for this course has spelled out exactly how students can work through this course and prepare for their exam by studying on a 10-week schedule. Each week is broken down according to the related chapter from the textbook. In each chapter, students will find all study materials associated with that week including the textbook, video lectures, audio reviews, quizzes, discussion threads, interactive exercises, and key terms reviews.