ORG 306 - Investment and Personal Financial Planning

Institution:

Brevard College

Subject:

ORGANIZATIONAL LEADERSHIP

Description:

This course introduces the theory and application of basic financial planning concepts with focus on long-term investment strategies designed to accumulate and protect wealth, with the goal of achieving financial independence. Stocks, bonds, mutual funds and real estate investments will be discussed as well as the importance of diversification, asset allocation, risk tolerance and age in the development of an optimum portfolio. Other topics examined include personal financial statements, budgets, taxes, retirement planning, estate planning, insurance, opportunity costs and the time value of money. Prerequisite: ORG 301 or permission of instructor.

Credits:

3.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.brevard.edu

Phone Number:

(828) 883-8292

Regional Accreditation:

Southern Association of Colleges and Schools

Calendar System:

Semester

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