BUS 212 - Investment and Financial Planning II

Credits: 3
Variable Credit Course: No

Lecture Hours: 33
Lab Hours: 0
Worksite/Clinical Hours: 0
Other Hours (LIA/Internships): 0

Course Description: Continuation of BUS 112 for those who have had some investment experience. Stocks, bonds, warrants, options, commodities, investment trusts, real estate, retirement plans, tax shelters and estate planning.

Prerequisite: BUS 112 with a D or better.
Meets FQE Requirement: No
Integrative Experience Requirement: No

Student Learning Outcomes

Know the power of compound interest
Invest wisely in stocks, bonds, warrants, options, commodities, investment trusts, real estate, retirement plans and tax shelters.
Read the financial pages (stocks, bonds, warrants, options, commodities)
Select and set up a retirement plan(s) (IRA, Keogh, 403(b), 401(k), 457, thrift savings)
Choose the appropriate tax shelter(s) (annuities, life insurance, municipal bonds, real estate, parnerships, owning a business)

Course Contents

Compound interest, tax brackets, margin, selling short, references
Stocks (using the Value Line method)
Bonds (money market, treasurys, corporates and convertibles)
Warrants and options
Commodities
Investment trusts (unit, closed-end and open-end)
Real estate (Nickerson formula, leverage, valuation, property analysis)
Retirement plans and tax shelters
Dealing with a broker, building a portfolio, asset allocation
Estate planning

Instructional Units: 3