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There are 4 modules in this course
This is primarily aimed at novice investors who want to better understand the concept of investing and how it can fit into their overall financial plan. Taught by a CERTIFIED FINANCIAL PLANNER™ Professional, this course will cover different investment vehicles, risk tolerance, diversification, and the difference between active and passive investing, as well as investment fees and taxes.
Whether you are just getting started investing or want to play a more active role in your investment decisions, this course can provide you the knowledge to feel comfortable in the investing decisions you make for yourself and your family. This course is geared towards learners in the United States of America.
This module will help you understand different types of investments including stocks, bonds, derivative products, and pooled investments. It will help set the foundation to have a better understanding of investing.
What's included
14 videos7 readings5 assignments
Show info about module content
14 videos•Total 54 minutes
Introduction: Investing Basics•3 minutes
Stock Basics•3 minutes
Understanding Stocks•5 minutes
Analyzing Stocks•4 minutes
Investing in Stocks•3 minutes
Bond Basics•3 minutes
Understanding Bonds•4 minutes
Analyzing Bonds•4 minutes
Investing in Bonds•5 minutes
What is a Mutual Fund?•3 minutes
All-In-One Mutual Funds•4 minutes
What is an Exchange-Traded Fund (ETF)?•3 minutes
What is a Derivative?•5 minutes
Equity Compensation - Stock Options•5 minutes
7 readings•Total 45 minutes
Welcome to Fundamentals of Investing•5 minutes
Stock Key Ratios•7 minutes
Understanding The Yield to Maturity Formula•3 minutes
Exchange-Traded Funds (ETFs) vs Mutual Funds: Learning the Difference•8 minutes
A Guide to Options Trading•8 minutes
5 Important Options Trading Strategies•7 minutes
How Do Employee Stock Options Work?•7 minutes
5 assignments•Total 58 minutes
Understanding the Different Types of Investments•30 minutes
Stock Quiz•7 minutes
Bond Quiz•7 minutes
Pooled Investments•6 minutes
Derivatives •8 minutes
Balancing Risk and Return
Module 2•2 hours to complete
Module details
This module will help you understand the concept of risk and return, as well as ways to measure both. It will also help you have the tools to evaluate your own risk tolerance.
What's included
7 videos4 readings4 assignments
Show info about module content
7 videos•Total 27 minutes
Understanding Investment Risk•3 minutes
Systematic Investment Risk•4 minutes
Unsystematic Investment Risk•3 minutes
Measuring Investment Risk•4 minutes
Measuring Investment Returns•4 minutes
Investment Risk & Return•4 minutes
Investment Risk Tolerance & How to Find Yours•5 minutes
4 readings•Total 24 minutes
6 Investment Risk Management Strategies•7 minutes
What is Considered a Good Return on Investment?•5 minutes
Suitability: Definition, How It's Measured, and How It's Used for Investing•7 minutes
Explaining the Different Types of Asset Classes•5 minutes
4 assignments•Total 48 minutes
Balancing Risk and Return•30 minutes
Investment Risk Types•7 minutes
Assessing Investment Risk •6 minutes
Risk & Return•5 minutes
Developing an Investment Strategy
Module 3•1 hour to complete
Module details
This module will help you understand how your time horizons impact your investing strategy. It will also help you understand the difference between passive and active investing.
What's included
3 videos3 readings3 assignments
Show info about module content
3 videos•Total 14 minutes
Investment Diversification Basics•5 minutes
Active Investing•5 minutes
Passive Investing•3 minutes
3 readings•Total 20 minutes
What is Portfolio Management?•8 minutes
How Often Should You Rebalance Your Portfolio? •7 minutes
Active vs. Passive Investing•5 minutes
3 assignments•Total 42 minutes
Developing an Investment Strategy•30 minutes
Investment Time Horizon•6 minutes
Passive and Active Categorization•6 minutes
Understanding Taxes and Fees
Module 4•2 hours to complete
Module details
This module will help you understand the role of fees and taxes in investing.
What's included
3 videos5 readings3 assignments
Show info about module content
3 videos•Total 14 minutes
How Investments Are Taxed•4 minutes
Investment Fees•5 minutes
Choosing Investment Accounts to Maximize Tax Benefits•6 minutes
5 readings•Total 28 minutes
Everything You Need to Know About Taxes on Investment Income•5 minutes
Investment Tax Rules Every Investor Should Know•5 minutes
What Are the Different Types of Investment Fees?•6 minutes
Taxes, Fees, Commissions, and Your Investments•5 minutes
A Guide to Tax-Efficient Investing•7 minutes
3 assignments•Total 48 minutes
Understanding Taxes and Fees•30 minutes
Investment Income•10 minutes
Quick Fee Calculations/Savings•8 minutes
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What will I get if I subscribe to this Specialization?
When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.
Is financial aid available?
Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.