Learning Opportunities
Saving & Investing Basics: Self Study Course
In 4 lessons you can find out:
- Where to find the money to save
- What level of risk you are comfortable with
- The relationship between risk and return
- The variety of savings and investing instruments
- How to choose a financial professional
Lesson 1: Getting Started
- Complete a net worth statement
- Establish an adequate emergency fund
- Set up a regular savings program
- Identify ways to accumulate funds to invest
Lesson 2: Stocks
- Track investments
- Read a prospectus
- Use ratings information
- How to avoid investment fraud
- Learn about investment clubs
Lesson 3: Bonds
- Identify various types of bonds
- Evaluate bonds with financial publications, web sites and ratings
- U.S. Savings Bonds as an investment tool
- Determine percent of portfolio in bonds
Lesson 4: Selecting Professional and Mutual Funds
- Criteria to use when evaluating instruments
- How to read a mutual fund prospectus
- Questions to ask when selecting a financial advisor
One lesson will be mailed to you every two weeks. Work at your own pace to complete the lessons. Small fee: $15
Lessons include:
- University Outreach & Extension guidesheets
- Fact sheets, worksheets & exercises
- Supplemental brochures and pamphlets
Contacts:
- Cathy Allen, Phelps County, ph. 573-364-3147
- Carole Bozworth, Jackson County, ph. 816-482-5850
- Christine Ethridge, Cole County, ph. 573-634-2824
- Annette FitzGerald, Taney County, ph. 417-339-4431
- Nancy Flood, Putnam County, ph. 660-947-2705
- Sherron Hancock, Jefferson County, ph. 636-797-5059
- Janet LaFon, Jasper County, ph. 417-358-2158
- Sandra McKinnon, Franklin County, ph. 636-583-5141
- Jamie Thompson, Benton County, ph. 660-438-5012
- Rebecca Travnichek, Andrew County, ph. 816-324-3147
- Suzanne Zemelman Gellman, St. Charles County, ph. 636-970-3000
Last update: Tuesday, May 05, 2009
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