• Bài giảng Pfin4 - Chapter 13: Investing in Mutual Funds, ETFs and Real EstateBài giảng Pfin4 - Chapter 13: Investing in Mutual Funds, ETFs and Real Estate

    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...

    ppt34 trang | Chia sẻ: nguyenlinh90 | Ngày: 20/07/2019 | Lượt xem: 505 | Lượt tải: 0

  • Bài giảng Pfin4 - Chapter 12: Investing in Stocks and BondsBài giảng Pfin4 - Chapter 12: Investing in Stocks and Bonds

    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

    ppt35 trang | Chia sẻ: nguyenlinh90 | Ngày: 20/07/2019 | Lượt xem: 466 | Lượt tải: 0

  • Bài giảng Pfin4 - Chapter 11: Investment PlanningBài giảng Pfin4 - Chapter 11: Investment Planning

    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

    ppt29 trang | Chia sẻ: nguyenlinh90 | Ngày: 20/07/2019 | Lượt xem: 501 | Lượt tải: 0

  • Bài giảng Pfin4 - Chapter 10: Protecting Your PropertyBài giảng Pfin4 - Chapter 10: Protecting Your Property

    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...

    ppt33 trang | Chia sẻ: nguyenlinh90 | Ngày: 20/07/2019 | Lượt xem: 498 | Lượt tải: 0

  • Bài giảng Pfin4 - Chapter 9: Insuring Your HealthBài giảng Pfin4 - Chapter 9: Insuring Your Health

    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...

    ppt31 trang | Chia sẻ: nguyenlinh90 | Ngày: 20/07/2019 | Lượt xem: 484 | Lượt tải: 0

  • Bài giảng Pfin4 - Chapter 8: Insuring Your LifeBài giảng Pfin4 - Chapter 8: Insuring Your Life

    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...

    ppt26 trang | Chia sẻ: nguyenlinh90 | Ngày: 20/07/2019 | Lượt xem: 501 | Lượt tải: 0

  • Bài giảng Pfin4 - Chapter 7: Using Consumer LoansBài giảng Pfin4 - Chapter 7: Using Consumer Loans

    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

    ppt24 trang | Chia sẻ: nguyenlinh90 | Ngày: 20/07/2019 | Lượt xem: 464 | Lượt tải: 0

  • Bài giảng Pfin4 - Chapter 6: Using CreditBài giảng Pfin4 - Chapter 6: Using Credit

    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

    ppt20 trang | Chia sẻ: nguyenlinh90 | Ngày: 20/07/2019 | Lượt xem: 475 | Lượt tải: 0

  • Bài giảng Pfin4 - Chapter 5: Making Automobile and Housing DecisionsBài giảng Pfin4 - Chapter 5: Making Automobile and Housing Decisions

    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...

    ppt31 trang | Chia sẻ: nguyenlinh90 | Ngày: 20/07/2019 | Lượt xem: 499 | Lượt tải: 0

  • Bài giảng Pfin4 - Chapter 4: Managing Your Cash and SavingsBài giảng Pfin4 - Chapter 4: Managing Your Cash and Savings

    LEARNING OUTCOMES 1 Understand the role of cash management in the personal financial planning process 2 Describe today’s financial services marketplace, both depository and nondepository financial institutions 3 Select the checking, savings, electronic banking, and other bank services that meet your needs

    ppt28 trang | Chia sẻ: nguyenlinh90 | Ngày: 20/07/2019 | Lượt xem: 532 | Lượt tải: 0