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Course Description

A Complete Guide to Investing

 

Consulting

(16 credits) $200.95

 

 

 

 

Other Designations Credits
CFP16 hours
Licensed Tax Consultant16 hours

 

This course teaches you the securities market, the various types of investment securities (stocks, bond, options, futures, tax-advantaged investments, mutual funds, etc.), and the risk-return characteristics of each.

It focuses on the principles and tools of investment analysis, asset allocation, portfolio selection and management. The course tells you what are available to invest in, the features of each type of investment, the advantages and disadvantages of each investment category, and when a particular investment type might be suitable for you.

 

Major Subjects:

bullet Financial Markets and Investment Process
bullet Return and Risk
bullet Fundamental Analysis
bullet Technical Analysis
bullet Common Stocks and Preferred Stocks
bullet How Should Be Paid for a Common Stock
bullet Fixed Income Securities
bullet Investing in Options
bullet Investing Future Contracts
bullet Global Investing
bullet Tax-Advantaged Investments
bullet Mutual Funds
bullet Diversification, Portfolio Construction, and Asset Allocation

 

Contributing Author:

Dr. Jae K. Shim

Dr. Norman Henteleff

Course Level: Basic to Intermediate
Prerequisite: Basic math
ProductCode: 05CGI
Format: NASBA QAS/Registry self-study

 

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