Tag Archives: FINA250

FINA 250 Module 14: Retirement & Estate Planning

Return to Modules Objectives: Understand the changing nature of retirement planning Choose how your retirement benefits are paid out to you Understand the importance and the process of estate planning Avoid probate Reading For This Module: Chapter 16/17 – Keown, … Continue reading

Posted in FINA250 | Tagged , , | Comments Off on FINA 250 Module 14: Retirement & Estate Planning

FINA 250 Module 13: Comparison Shopping & Consumer Decision Making (not in textbook)

Return to Modules Objectives: State factors that one should take into account when making purchasing decisions Describe tactics that advertisers use to influence our purchasing decisions Reading For This Module: No textbook readings in Module 13 Opening Vignettes: This video … Continue reading

Posted in FINA250 | Tagged , , , , | Comments Off on FINA 250 Module 13: Comparison Shopping & Consumer Decision Making (not in textbook)

FINA 250 Module 12: Bonds

Return to Modules Objectives: Invest in the bond market Understand basic bond terminology and compare the various types of bonds Calculate the value of a bond and understand the factors that cause bond value to change Weigh the advantages and … Continue reading

Posted in FINA250 | Tagged , , , , | Comments Off on FINA 250 Module 12: Bonds

FINA 250 Module 11: Stocks

Return to Modules Objectives: Understand advantages, disadvantages and risk associated with investing in stocks Be able to read stock quotes online or in the newspaper Classify common stock according to basic market terminology Employ different investment strategies Understand the risks … Continue reading

Posted in FINA250 | Tagged , , , , | Comments Off on FINA 250 Module 11: Stocks

FINA 250 Module 10: Saving & Investments

Return to Modules Objectives: Calculate interest rates and real rates of return Manage risk in your investments Allocate your assets in the manner that is best for you Understand how difficult it is to beat the market Identify and describe … Continue reading

Posted in FINA250 | Tagged , , , , , | Comments Off on FINA 250 Module 10: Saving & Investments

FINA 250 Module 9: Insurance

Return to Modules Objectives: Understand the importance of insurance Determine your life insurance needs and design a life insurance program Describe the major types of coverage available and the typical provisions that are included Design a health care insurance program … Continue reading

Posted in FINA250 | Tagged , , , , , , , , | Comments Off on FINA 250 Module 9: Insurance

FINA 250 Module 8: Buying Homes & Automobiles

Return to Modules Objectives: Make good purchase decisions Choose a vehicle that suits your needs and budget Choose housing that meets your needs Decide whether to rent or buy housing Calculate the costs of buying a home Get the most … Continue reading

Posted in FINA250 | Tagged , , , , , , , , , , | Comments Off on FINA 250 Module 8: Buying Homes & Automobiles

FINA 250 Module 6: Consumer Loans

Return to Modules Objectives: Understand the various consumer loans Calculate the cost of a consumer loan Searching for and finding an appropriate source for your loan Controlling your debt Reading For This Module: Chapter 7 – Keown, Arthur, “Personal Finance: … Continue reading

Posted in FINA250 | Tagged , , , , | Comments Off on FINA 250 Module 6: Consumer Loans

FINA 250 Module 7: Understanding Credit

Return to Modules Objectives: Understand how credit cards work Understand the costs of credit Describe the different types of credit cards Know what determines your credit card worthiness and how to secure a credit card Manage your credit cards and … Continue reading

Posted in FINA250 | Tagged , , , , , | Comments Off on FINA 250 Module 7: Understanding Credit

FINA 250 Module 4: Financial Institutions and Cash Management

Return to Modules Objectives: Manage your cash and understand why you need liquid assets Automate your savings Choose from among the different types of financial institutions that provide cash management services Compare the various cash management alternatives Compare rates on … Continue reading

Posted in FINA250 | Tagged , , , , , , , , , , | Comments Off on FINA 250 Module 4: Financial Institutions and Cash Management