Investing with ETFs

Investing with ETFs
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Date/Time
Date(s) - 28/06/2020
All Day

Categories


How do banks work? Are you saving enough for retirement? Considering the answers to these questions and understanding financial basics is critical to planning a strong financial future. This course breaks down the mystery around the financial industry and provides practical knowledge for everyone, so you can manage accounts in an informed way, whether you are working with a financial advisor or not. Topics covered include savings, investments, insurance, retirement, and more.

Learning Objectives:

  • Researching banks and bank rates
  • Using certificate of deposits
  • Monitoring credit scores
  • Investing in the stock market
  • Leveraging brokerage accounts
  • Using mutual funds, ETFs, and bonds
  • Diversifying a portfolio
  • Leveraging life and property insurance
  • Examining HSAs as an option
  • Planning for retirement
  • Comparing 401(k) to 403(b)
  • Using Roth IRAs and SEP accounts

Instructor

Michael McDonald

Associate Professor of Finance at Fairfield University, Director of Finance Trading Lab

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