PRE-REQS: Take FIN-3400
In this course students will attain an in-depth understanding of the Securities Industry Essentials (SIE) Exam. The course aims to introduce students to these key topics and offer a comprehensive preparation strategy ensuring they are both familiar with and fully equipped to excel in the content covered by the SIE exam.
This course covers introduces student to essential ideas in personal finance. These topics include objective setting cash management budgeting purchasing insurance and investment analysis tax planning and estate planning. Students will learn several skills and methods for personal financial management. The course will also investigate how the major social governmental and economic issues impact individuals and decision making. Mastery of the course material will enable the student to more intelligently make financial decisions within their life.