Wealth Management

This project-based financial literacy and investment course develops student understanding and skills in such areas as personal finance, types of investment, the stock market, and stock valuation. Students acquire an understanding and appreciation of the need for personal financial management and investing. To encourage immediate implementation of financial literacy and investment skills, Wealth Management utilizes an on-going investment project for course delivery and reinforcement. The course content is sequenced for students to develop a diversified, balanced investment portfolio based both on their interest in products and companies and on fundamental analysis. Throughout the course, students are presented problem-solving situations for which they must apply academic and critical-thinking skills.

Course Information

Course Subject
Course Number
CTE9107
Course Duration
1 Semester
Course Credit
0.5
Prerequisite
*Fulfills Personal Financial Literacy graduation requirement
Longmont High School