Associate in Regulation and Compliance (AFSI)

Category:

AFSI

FIVE COURSESTM

 

 

LOMA 286 LOMA 305 LOMA 356
Investment
Plus TWO
Principles of Personal Financial Principles and of The Following
Financial Services Planning Institutional Elective Courses:
& Products Investing

 

– Categories of Financial – Overview of a Financial – The Role and Scope LOMA 311/316
Services. Plan. of Investments Business Law for
– Types of Financial – Planning With Personal – investment Markets and
Institutions. Financial Statements Transactions. Financial Services
– Government’s Role in – Applying Time Value – Online Investing , Professionals
The Financial Services Industry. Concepts.

– Banking and Interest

Information,
and Trading.
LOMA 326
– Convergence, Rates. – Investment Return Financial Services
Consolidation – Managing Money. and Risk. Marketing
and Globalization.
– Time Value of Money.
– Managing Credit. – Purchasing and – Modern Portfolio Concepts. LOMA 351
– Basic Tax Concepts Financing a Home – Bond Investments. Financial Services
– Risk Return Tradeoff. – Basics for Investing – Bond Valuation and Environment
– Managing Risk Through Insurance. in Stocks.

– Investing in Bonds.

Analysis.

– Common Stock

LOMA 380
– Diversification. – Investing in Mutual investments. Financial Services and
– Opportunity Cost. Funds. – Stock valuation and Products for
– Cash Management Products. – Asset Allocation.

– Auto, Homeowner’s,

Investment Decisions. – Mutual Funds. Organizations.
– Credit Cards. and Health Insurance. – Institutional Asset
– Mortgages. – Life Insurance. Allocation.
– Life, Health, Property – Retirement Planning. – Management of
and Liability – Estate Planning. the Investment.
Insurance. – Function in Institutions.
– Tax-advantaged Savings – Marketing Investing.
Plans. Services to Businesses.
– Brokerage Accounts. – Accounting for
– Managed Accounts. Investment Expenses.
– Stocks and Bonds. – Mutual Funds – Institutional Approaches to Risk Management.
– Annuities. – Investment Compliance.
– Private Group
Retirement Plans.

 

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