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G279
A Guide to the Financial Markets for Architects, Engineers and Surveyors

Warren T. Jones, Ph.D., PE

The goal of this course is to provide a basic understanding of the financial markets. The importance of this understanding is underscored by opportunities to be more actively involved in the management of long-term retirement accounts and the need to be an informed investor whether one is dealing with retirement or after tax accounts. Topics discussed include an overview of the markets, investment and trading strategies, various investment opportunities such as equities, bonds, futures, mutual funds, ETFs, real estate and a brief introduction to options. Finally, foreign exchange trading is discussed as well as some information about financial certifications and specialized university degree programs. A host of web addresses pointing to more information about topics presented is embedded throughout the course for those interested in moving to a deeper level of knowledge.

This course includes a multiple-choice quiz at the end, which is designed to enhance the understanding of the course content.


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NY PE & PLS: You must choose courses that are technical in nature or related to matters of laws and ethics contributing to the health and welfare of the public. NY Board does not accept courses related to office management, risk management, leadership, marketing, accounting, financial planning, real estate, and basic CAD. Specific course topics that are on the borderline and are not acceptable by the NY Board have been noted under the course description on our website.

AIA Members: You must take the courses listed under the category "AIA/CES Registered Courses" if you want us to report your Learning Units (LUs) to AIA/CES. If you take courses not registered with AIA/CES, you need to report the earned Learning Units (not qualified for HSW credits) using Self Report Form provided by AIA/CES.

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