Investments & Retirement Planning | Spalding University Catalog

FIN-466: Investments & Retirement Planning

3 credit hours

Students will examine financial investments such as stocks, bonds, mutual funds, and derivatives. The principles of diversification and trade-offs between risk and expected return are introduced. Finally, students will design a retirement plan that will meet a client’s needs from a tax, retirement, and financial planning standpoint.

Prerequisite course: FIN-366