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LEARNING OUTCOMES Recognize the importance of retirement planning, and identify the three biggest pitfalls to good planning Estimate your income needs in retirement and the level of retirement income you’ve estimated from various sources Explain the eligibility requirements and benefits of the Social Security program

33 trang | Chia sẻ: nguyenlinh90 | Ngày: 20/07/2019 | Lượt xem: 796 | Lượt tải: 0

LEARNING OUTCOMES Describe basic features and operating characteristics of a mutual funds and exchange traded funds Differentiate between open- and closed-end mutual funds as well as exchange traded funds, and discuss the various types of fund loads and charges Discuss types of funds available to investors and the different kinds of investors se...

34 trang | Chia sẻ: nguyenlinh90 | Ngày: 20/07/2019 | Lượt xem: 697 | Lượt tải: 0

LEARNING OUTCOMES Describe various types of risk to which investors are exposed, as well as the sources of return Know how to search for an acceptable investment on the basis of risk, total return, and yield Discuss the merits of investing in common stock and be able to distinguish among the different types of stocks

35 trang | Chia sẻ: nguyenlinh90 | Ngày: 20/07/2019 | Lượt xem: 647 | Lượt tải: 0

LEARNING OUTCOMES 1 Discuss the role investing plays in financial planning process and identify several different investment objectives 2 Distinguish between primary and secondary markets as well as between broker and dealer markets 3 Explain the process of buying and selling securities and recognize different types of orders

29 trang | Chia sẻ: nguyenlinh90 | Ngày: 20/07/2019 | Lượt xem: 699 | Lượt tải: 0

LEARNING OUTCOMES Discuss the importance and basic principles of property insurance, including types of exposure, indemnity, and co-insurance Identify types of coverage provided by home owner’s insurance Select the right home owner’s insurance policy for your needs Analyze the coverage in a personal automobile policy (PAP) and choose the most c...

33 trang | Chia sẻ: nguyenlinh90 | Ngày: 20/07/2019 | Lượt xem: 692 | Lượt tải: 0

LEARNING OUTCOMES 1 Discuss why having adequate health insurance is important, and identify the factors contributing to the growing cost of health insurance 2 Differentiate among the major types of health insurance plans, and identify major private and public health insurance providers and their programs 3 Analyze your own health insurance needs...

31 trang | Chia sẻ: nguyenlinh90 | Ngày: 20/07/2019 | Lượt xem: 674 | Lượt tải: 0

LEARNING OBJECTIVES Explain the concept of risk and the basics of insurance underwriting Discuss the primary reasons for life insurance and identify those who need coverage Calculate how much life insurance you need Distinguish among the various types of life insurance policies and describe their advantages and disadvantages Choose the best li...

26 trang | Chia sẻ: nguyenlinh90 | Ngày: 20/07/2019 | Lượt xem: 741 | Lượt tải: 0

LEARNING OBJECTIVES Know when to use consumer loans and be able to differentiate between the major types Identify the various sources of consumer loans Choose the best loans by comparing finance charges, maturity, collateral, and other loan terms Describe the features of, and calculate the finance charges on, single-payment loans

24 trang | Chia sẻ: nguyenlinh90 | Ngày: 20/07/2019 | Lượt xem: 667 | Lượt tải: 0

LEARNING OUTCOMES 1 Describe the reasons for using consumer credit and identify its benefits and problems 2 Develop a plan to establish a strong credit history 3 Distinguish among the different forms of open account credit 4 Apply for, obtain, and manage open forms of credit

20 trang | Chia sẻ: nguyenlinh90 | Ngày: 20/07/2019 | Lượt xem: 673 | Lượt tải: 0

LEARNING OUTCOMES 1 Design a plan to research and select a new or used automobile 2 Decide whether to buy or lease a car 3 Identify housing alternatives, assess the rental option, and perform a rent-or-buy analysis 4 Evaluate the benefits and costs or homeownership and estimate how much you can afford to pay for a home 5 Describe the home-buyi...

31 trang | Chia sẻ: nguyenlinh90 | Ngày: 20/07/2019 | Lượt xem: 694 | Lượt tải: 0