Computer Systems for Finance and Investment Management An course that examines the between finance/investment management and information technology.

Slides:

Advertisements

Similar presentations

Chapter 10-Section 3 Strategies for Saving and Investing.

Advertisements

Investment Funds Casey Investments Your Personal Investment Managers.

Copyright 2007 Thomson South-Western Chapter 10 Understanding Saving and Investing.

Solid Finances Sponsors MSU Extension MSU Human Resources This program is made possible by a grant from the FINRA Investor Education Foundation through.

Excerpts from: Kiplinger’s Invest Your Way To Wealth 5 Keys to Investing Success.

Investments: Course Introduction 01/05/ Review: Basic Concepts of Finance Time Value of Money Risk and Return.

Real Estate Investment Performance Introduction. Real Estate Investment Performance.

Economics. What is investing? Simply put, investing is saving money in a way that earns income. The purpose of investments in to earn additional income,

Six Basic Ways to Teach Economics/Entrepreneurship In Your Classroom 1. Teaching Activities on Specific Concepts 2. Classroom Mini-Economies (Classroom.

Chapter 12 Planning your tax strategy

Road to Retirement. Investments Why People Invest V1.

Copyright ©2004 Pearson Education, Inc. All rights reserved. Chapter 18 Asset Allocation.

Saving and Investing Unit 1 Lesson 5.

Saving & Investing Achieving Financial Success. What does it mean? Saving  Putting money aside for future use Investing  Using money so that it earns.

1. How does the time value of money effect the future value of an investment? 2. Why is it important to diversify your investments? 3. How are liquidity.

©2015 College for Financial Planning, all rights reserved. Session 9 Investment Planning II CERTIFIED FINANCIAL PLANNER CERTIFICATION PROFESSIONAL EDUCATION.

Planning Your Retirement with Confidence. Who is a Pre-Retiree? Pre-retirees – include any full or part-time member of the workforce who does not consider.

INVESTING BECAUSE I SAY SO. AND YOU COULD POTENTIALLY EARN YOURSELF A BUNCH OF MONEY…

“Don’t put all your eggs in one basket.” Diversify!

Key Components of Financial Planning Gazell Pettway, Jr Investment Consultant.

FHF McGraw-Hill/Irwin Copyright © 2011 by The McGraw-Hill Companies, Inc. All rights reserved.

Personal Finance 101 CHOICESCARCITYINCENTIVES BENEFIT - COST OPPORTUNITY COST I. KEY TERMS.

Investment Basics Stock & Bond Basics Mutual Fund Basics Retirement PlanningBuying a Home

SESSION 19: SAVING AND INVESTING Talking Points Saving 1. Saving is allocating part of one’s current income toward the purchase of goods and services in.

Personal Finance for You! Brought to you by Ms. Joseph, former financial professional with lots of great advice for teens.

Chapter 14 – Mutual Funds and Real Estate Enjoy. Why you should invest  Mutual Funds  Diversification, professional management, small initial investments.

Investment Funds Pacific Coast Investments Your Personal Investment Managers.

An Introduction to Basic Finance

ETF’s An ETF is a security that tracks an index, a commodity or a basket of assets like an index fund, but trades like a stock on an exchange. ETFs experience.

UNIT 4: SAVING AND INVESTING 1. Discuss how saving contributes to financial well- being 2. Explain how investing builds wealth and helps meet financial.

Day 5- Investing Show DR- Ch 2: Investing Part 1 and 2 Finish Simple Interest Worksheet Finish Rule of 72 Worksheet All I NEED….. Simple Interest, rule.

Mutual funds/Bonds ONQ 5 Questions Answer on a separate sheet of paper You may consult your notes. Thank You for following directions.

AIM Why is it important to invest for retirement? DO NOW What are different sources of income we can use for living expenses after retirement? INVESTING.

Personal and Financial Planning Chapter 1. Section 1.1 Objectives  Section 1.1 Define personal financial planning Name the six steps of financial planning.

Investment Vocabulary. Stock Market  A market in which the public trades stock that someone already owns; the buying and selling of stock.

11/1/20151 Key Concepts In Finance Dr. Richard Michelfelder Clinical Assoc. Professor of Finance September 12, 2015 PMBA Program Boot Camp.

Personal Finance Examining Investment Performance.

Project I: Finance Application There is no written report due for either of this semester’s projects. Project 1 simulates the job of professional portfolio.

Business and Personal Finance

What is a mutual fund?  A pool of money that is invested in different securities (stocks, bonds, etc)  The money pool is invested on the investors behalf.

The Financial Survival Guide to Retirement Investment In Practice.

Understand saving and investing options for clients.

Copyright 2007 – All rights reserved Creating Wealth GigaWealth Corporation.

Savings Plans and Goals.  What are you saving for?  How do you save?

Reflections. On a regular basis, I am going to ask you to reflect on the activities that you are doing in this class and the information technology tools.

Investing for Your Future Subtitle. Why Should I Start Investing NOW You have time for your money to grow Establish the habit of saving Risk vs Reward.

Ms. Palmer Pollard HS THE STOCK MARKET. Definitions  Stock: A share (or a piece) of a public company.  Stock Market: Where the actual buying and selling.

© 2010 South-Western, Cengage Learning Chapter © 2010 South-Western, Cengage Learning Investing for the Future 11.1Basic Investing Concepts 11.2Making.

Asset Allocation What is it and how can you benefit? Insurance Concepts.

Georgia Studies Unit 9: Personal Finance Lesson 1: Personal Finance

What are the most successful methods to ensure a secure financial future? By Mike Carlos.

© Family Economics & Financial Education – June 2010 – Investing Unit – Introduction to Investing – Slide 1 Funded by a grant from Take Charge America,

Essential Standard 4.00 Understand the role of finance in business.

Savings and Investing Personal Finance Unit 3. Savings Accounts A.Regular Savings Account (Passbook) 1.May be a minimum deposit required to open ($100)

Copyright 2007 – All rights reserved Creating your Portfolio GigaWealth Corporation.

FINANCE Personal Financial Planning. What we will discuss  How to create a financial plan  How to develop your financial goals  How to evaluate the.

$$ Day 3 $$ In This Unit, You will be able to:  Understand & Explain the KISS rule of investing.  Examine the relationship between diversification and.

SAVING AND INVESTMENT CHOICES  Savings plans  Savings account  Certificate of deposit  Money market account  Securities  Stock investments  Bond.

The Free Market System Financial Markets. Saving and Investment 1.investment: the purchase of an asset in hopes it appreciates or generates income ●Examples:

$$ Day 2 $$ In This Unit, You will be able to:  Understand & Explain the KISS rule of investing.  Examine the relationship between diversification and.

Consumer Economics Credit Credit Investing Investing.

Lecture 5 Types of Mutual Funds Financial Markets.

Investment Planning Chapter 11. Investing Placing money in some medium such as stocks, bonds or real estate in the expectation of receiving some future.

Chapter 18 Asset Allocation

Chapter 19 Asset Allocation.

DO YOU NEED A FINANCIAL ADVISOR?

Understanding the Financial Planning Process

Fundamentals of Investing

DO YOU NEED A FINANCIAL ADVISOR?

Presentation transcript:

Computer Systems for Finance and Investment Management An course that examines the between finance/investment management and information technology.

This is NOT a finance course. – This is a Management course (MANGT 566) I am not a finance instructor. – I am a Management instructor who teaches in the Information Technology for Business area (computers and computer technology) I do have the expertise to show you how information technology is used and integrated into the world of finance and investment management – What are some of the IT tools that you might use and how might they be used? – We will look at how you can integrate IT and finance/investment management on both the professional and personal levels

What is an investment? The definition from economics – The In everyday language, most people think of an investment as: – The acquisition of Any vehicle into which funds can be placed with the expectation that it will generate positive income and/or preserve or increase its value The rewards from investing – Current – Increased

What is an Investment? (and what can you invest in?)

Specific Investment Categories

What is diversification? and how might it be achieved?

Clients are coming to you wanting investment advice (what should they invest their money in? You need to have a sample of investments that you actively track and can refer to when clients ask you for investment advice (note: it is NOT a list of items that pays you the biggest commission). You have decided to track 10 items – 2 Bond funds – 1 Lifecycle/Target Retirement fund – 1 actual company stock – 1 real estate fund – 1 stock index fund – 1 international stock fund – 1 actively managed (non-index) stock fund – 2 other stocks/funds that are your personal choice