Ever wondered what your financial adviser meant by “rebalance the portfolio” or “exchange traded funds”? Thought bonds were old spy movies? Then this course is for you—someone who never took a college finance class or worked in the financial industry, but wants to understand, communicate about and evaluate what your financial adviser is saying. We will define various financial instruments like stocks and bonds and focus on measuring the risk vs. the return of each type. We will discuss how to mix these various investments into a balanced, diversified portfolio that will accomplish your long-term financial goals.
Instructor: Alan Aycock (firstname.lastname@example.org) has a doctorate in business from Georgia State University and has been a licensed certified public accountant (CPA) for 37 years. Alan taught investment finance at the college level for eight years and worked as chief financial officer for major real estate firms.