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INVESTING
FUNDAMENTALS

 

Course Description

This series covers basic investing information and strategies. Fundamental topics covered include planning your financial goals, budgeting, managing diversification and risk, and options for retirement savings. Organization of finances is covered in detail, including analyzing net worth, putting aside emergency funds, and proper record keeping. An in-depth examination of investment options, including stocks, bonds, and mutual funds, is provided. The series concludes with a thorough discussion of planning for the future with solid investment strategies, retirement planning, and insurance coverage.

 

Course Synopsis

  THE BASICS
  ORGANIZING
  STOCKS
  BONDS
  MUTUAL FUNDS
  PLANNING


only £50.00
(approx $88 USD)


  THE BASICS

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Explains to users how to get a general picture of their personal financial situations and begin the process of investing.

  TOPICS COVERED

Making Realistic Plans
Maximizing Small Savings
Managing Risk
Diversification
Starting Out Slowly
Checking Up on Yourself
Tightening the Budget Belt


  ORGANIZING

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Explains to users how to determine their financial situations and make plans for investment funds.

  TOPICS COVERED

Looking at Net Worth
Learning from Net Worth
Keeping Cash
Making Cash Reserves Work
Setting Financial Goals
Learning More


  STOCKS

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Explains how to choose and invest in stocks.

  TOPICS COVERED

Introducing Stocks
Learning the Types of Stocks
Getting Started
Choosing Candidates
Reading the Stock Pages
Researching Online and Using Value Line
Trading Stocks


  BONDS

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Explains how to choose and invest in bonds. Each type of bond (U.S. Treasuries, U.S. government agency bonds, municipal bonds, and corporate bonds) is explained and the unique advantages and disadvantages are described.

  TOPICS COVERED

Introducing Bonds
U.S. Bonds
Municipal Bonds
Corporate Bonds
Researching and Buying Bonds


  MUTUAL FUNDS

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Explains to users how to choose and invest in mutual funds.

  TOPICS COVERED

Introducing Mutual Funds
Stock Funds
Bond Funds
Analyzing Mutual Funds
Fund Evaluations and Online Research
Choosing a Mutual Fund
Reviewing Fund Investing


  PLANNING

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Explains how to prepare for the future with solid investing strategies, retirement planning and insurance coverage.

  TOPICS COVERED

Planning for Retirement
Using IRAs
Using 401(k) Plans
Life Insurance
Disability Insurance


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only £50.00
(approx $88 USD)
 

 

 
 

Copyright 2003, Stonebridge Associated Colleges Ltd

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