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 is available to invest in, the features of each type of investment, the advantages, and disadvantages of each investment category, including global investing, and when a particular investment type might be suitable for you.

Learning Objectives:

Differentiate between the different types of investments, financial versus real assets, direct versus indirect, and liquid versus illiquid
Identify the features and attributes of stocks and bonds, and the drawbacks and benefits of each
Recognize various aspects of securities and transactions
Identify advantages and disadvantages of buying stock on margin and selling the stock short
Recognize the income and return on investments and how it is measured
Identify different investment risk factors and how they affect the investment return
Identify the benefits and objectives of fundamental analysis of investments
Recognize key financial ratios and how they are applied financial statements
Recognize the tools of technical analysis
Identify the key indicators of market and stock performance and how they are used

Instructional Method: Self-Study

Review Date: 05/15/2019

Required Components: Written Materials

CPE Final Exam Required Passage Grade: 70%

Please Note: This course must be completed within 1 year of the date of receipt of this course for CPE Credit.

Field of Study: Finance

Level of Knowledge: Basic

Prerequisites: Basic Math

Advanced Knowledge: None

For more information regarding administrative policies such as refunds, cancellations, and complaints, please contact FurtherEd at 877-518-0660.

FurtherEd is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of the individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

A Complete Guide to Investing - 2019 (Text Based)

Overview

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