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Business and Finance

BF200 – Financial Literacy

Looking to invest or just to understand more about your investments? Learn about investing in stocks or bonds and other products that can add to your portfolio. Understand the concepts, benefits and pitfalls of various investment options. Topics include investing in common stock, bonds (corporate, municipal, and government issues), mutual funds and ETFS, plus options. Various retirement vehicles and accounts (401k, IRA, annuities etc.) will also be reviewed. (14 hrs.)
Course Section Class Meets Dates Time Instructor Semester
BF200 TH21 Thursday 2/15/18 to 3/29/18 8:00 - 10:00 pm Kenneth Finnen Spring 2018  

BF100 – Series 7 Licensing Exam Prep

Financial service is one of the country’s fastest growing industries. A Series 7 license is essential for anyone who wants to pursue a career in financial services. In order to provide advice, trade, or sell financial products, you need your Series 7 license. This exam prep course will help you become a registered representative and allow you to possess the knowledge, skills and abilities needed to sit for the exam.

  Who should take the Series 7? Individuals who want to enter the securities industry to sell any type of securities must take the Series 7 examination.
What are major job functions? Seek business for the broker-dealer through customers and potential customers. Evaluate customers’ other security holdings, financial situation and needs, financial status, tax status and investment objectives. Open accounts, transfer assets, and maintain appropriate account records. Provide customers with information objectives. Provide customer with information on investments and make suitable recommendations. Obtain and verify customers’ purchase and sales instructions.
Why take Series 7? Taking the Series 7 exam demonstrates your knowledge and ability to perform the functions of a general securities representative.
About the exam? The exam consists of 250 multiple choice questions split into two sessions. You have 6 hours to complete the exam and need to score over 72 percent to pass.

The tuition cost for the Series 7 licensing exam prep course is $1000.
$600 payable at registration, $400 paid with a credit card online the first day of class. The $400 is for course materials and study guides.

To register for the Series 7 Licensing exam prep, please call 718-997-5700.

Course Section Class Meets Dates Time Instructor Semester
BF100 MW21 Monday & Wednesday 10/12/17 to 10/30/17 6:30-8:30 pm Kenneth Finnen Fall 2017     


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