This course will prepare you to do the following:
This CPE course is a part of the Personal Financial Planning Boot Camp series.
This session explores the securities markets, sources of information, risk/return, debt and equities, stocks, bonds, options, futures and security analysis. Written by an expert author, this course will increase your basic knowledge as to how money and capital markets operate, how to conduct investment and financial research, and how to evaluate the risks and rates of return for various types of investment. The Education Planning section addresses the various topics which are part of the education planning process, including needs analysis, types of education funding vehicles, assessment of potential for financial aid, as well as personal financial planning strategies unique to the education funding process.