tailieunhanh - Lecture Personal finance - Chapter 11: Investment planning
Chapter 11 discuss the role investing plays in financial planning process and identify several different investment objectives; distinguish between primary and secondary markets as well as between broker and dealer markets; Explain the process of buying and selling securities and recognize different types of orders;. | PFIN 4 Investment Planning 11 Copyright ©2016 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. GITMAN/ JOEHNK/ BILLINGSLEY Copyright ©2016 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. 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 LEARNING OUTCOMES PFIN4 | CH11 Copyright ©2016 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. 4 Develop an appreciation of how various forms of investment information can lead to better . | PFIN 4 Investment Planning 11 Copyright ©2016 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. GITMAN/ JOEHNK/ BILLINGSLEY Copyright ©2016 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. 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 LEARNING OUTCOMES PFIN4 | CH11 Copyright ©2016 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. 4 Develop an appreciation of how various forms of investment information can lead to better investing skills and returns 5 Gain a basic understanding of the growing impact of the computer and Internet on the field of investments 6 Describe an investment portfolio and how you’d go about developing, monitoring, and managing a portfolio of securities LEARNING OUTCOMES (continued) PFIN4 | CH11 Investing Copyright ©2016 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Process of placing money in some medium in the expectation of receiving future benefit Speculating: Future value and expected returns are highly uncertain PFIN4 | CH11 Investment Objectives Copyright ©2016 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Enhance current income Save for major purchase Accumulate funds for retirement Seek shelter from taxes PFIN4 | CH11 Ways to Invest Copyright ©2016 Cengage .
đang nạp các trang xem trước
