Student’s taking courses in financial planning will find this supplement on investments to be a very useful addition as either an introduction or a final review of the course. The key concepts and principles presented here provide the student with the knowledge needed for a career in financial planning. This investment course will cover:
- The security markets – creation, laws and regulation, taxation
- Understanding investment risk
- Common stock – valuation, dividends, performance evaluation
- Mutual funds
After reading the text and this Keir supplement, students should complete the multiple choice questions. If the student does not achieve a score of 75% or higher, he or she should review all of the rationales and, when necessary, return to the reading to clear up any issues. This procedure should be followed for each chapter to ensure that the student absorbs the knowledge needed to complete the course.