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Household Financial Basics: The Financial Services Industry

This seminar is part of the Household Financial Basics Series where a panel of experts offers advice and tips and gives students a chance to ask questions regarding finances and running a household.

About This Course

Learn how the operation of the Financial Services Industry and the Federal Government impact finances and the economy. The course covers topics such as:

• The difference between a commercial bank, a credit union, and a savings bank
• The role of an investment advisor, financial planner, or wealth advisor, including necessary licensing or credentials
• The use of indexes and their functions
• The functions of the NYSE, the Nasdaq, and Over the Counter
• The roles of the Federal Reserve, the Treasury, and the IRS
• The differences between Tax Preparers, Accountants, Tax Attorneys, and Enrollment Agents, and their functions
• The secondary market for loans and its operation

The course provides a general understanding of the roles within the financial industry and how they relate to one another.

Program Details

• Course Code: MGMT 833.690
• The course is not available this quarter.