Faculty Name

Dan Lehmann

Document Type

Syllabi

School

HSB

Department

EFAQ

Course Subject

FIN

Course Number

1010

Course Section

01

Course Title

Financial Life-Applied Invstng

Academic Term and Year

Fall 2017

Credits

4.00

Hamline Plan Letter

P

Course Description

Goals: Money is power – in more ways than you may think! Money gives you control of your life. It gives you options. It enables you to do the things you really want to do. Your college years will fly by. Then, ready or not, here comes a career – launching you into your financial future. Starting Your Financial Life & Applied Investing is designed to get you started on the path to financial freedom. The goal is to let you hit the ground running when you finish school. Content: The course covers what everyone should know about financial planning. Topics include spending on both big items and small, debt / credit management, earnings, budgeting, savings, and retirement planning. In addition, you’ll get practice investing with real money. The class will be managing approximately $200,000 of the Hamline University’s endowment funds as you learn and apply both classic investment strategies of 1) stock picking and 2) asset allocation with mutual funds and ETFs. The class is open to anyone. Do not worry if the world of investing is new to you; you will learn as you go and get guidance along the way. Taught: Fall and spring semesters Prerequisites: none Credits: 4

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