David Geffen School of Medicine at UCLA  
David Geffen School of Medicine at UCLA
Student and Resident Financial Services
Debt Management Session
REV DATE: Jan. 2005
 
Investment Fundamentals

Investment Fundamentals
Session ID: IF010
Date: Web Session
Time: Web Session
Location: Web Session

Description

This session will be presented by Glenn Giradin, MBA, CLU, FLMI, a representative from Members Financial Services Program located at University Credit Union.

Learning Objectives

  1. To understand how and when to start investments.
  2. To understand how to develop short-term and long-term investment plans.
  3. To establish good financial habits and the importance of long-term financial goal setting; and to be able to analyze various financial management strategies intender to meet those goals.
  4. To identify your financial goals and make wise decisions to improve your financial situation.
  5. To understand basic investments: stocks, bonds, mutual funds, and annuities.
  6. To indentify sound investment approaches.
  7. To understand a number of investment strategies to help maximize long-term performance

Handouts

  1. "Focus on Investment Fundamentals-Making Informed Decisions" a publication by MEMBERS Financial Services