Take this course for College Credit

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Questions to Ask Yourself

• Understand the broad concepts of personal financial management and determine an acceptable personal risk level for investment portfolio design
  
  
• Know how to rate and rank money market Funds, CDs, and bonds
  
  
• Understand the fundamental terms and vocabulary associated with stocks, bonds, mutual funds and exchange traded funds (ETFs)
  
  
• Learn about the derivations of major ratios and variables used in stock and mutual fund analysis and how to use these ratios and variables when screening stocks and mutual funds for risk, value and future potential growth
  
  
• Be able to competently use the major Internet screening and evaluation sites providing information on stocks, bonds and mutual funds such as Morningstar, Yahoo, Lipper, Reuters, Smart Money and Investing in Bonds
  
  
• Become familiar with U.S. government websites such as the Edgar system at the Securities and Exchange Commission, screening tools from FDIC and the U. S. Treasury Department.
  
  
• Understand the pros and cons of trading online and the terminology associated with online trading
  
  
• Know the value of starting an IRA or Roth IRA and the different ways in which these can be opened.