Household Financial Basics: The Financial Services Industry
MGMT 833.690
This seminar is part of the Household Financial Basics Series where we bring in a panel of experts to offer advice and tips and give you a chance to ask questions regarding finances and running your household.
About this course:
Learn how the operation of the Financial Services Industry and the Federal Government impact your finances and the economy. What is the difference is between a commercial bank, a credit union and a savings bank. What is an investment advisor, financial planner or wealth advisor and what kind of licensing or credentials do they need. How are indexes used and by whom? What is the NYSE, the Nasdaq, Over the Counter mean and what are their functions? What are the functions of the Federal Reserve, the Treasury and the IRS? How are Tax Preparers, Accountants, Tax Attorneys, and Enrollment Agents different and how do they function? What is the secondary market for loans and how does it operate? Gain a general understanding of all these roles within financial the financial industry and how they relate to one another.Contact Us
Speak to a program representative. Hours: Mon-Fri, 8am-5pm.
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