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Analyzing & Investing in Mutual Funds
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Investing Basics
>Investing for the Clueless!
Managing Your Investment Portfolio
Managing Your Investments in Changing Times
Selecting Mutual Funds for Your Portfolio
Understanding Stocks, Bonds and the Markets (Beginning Course)
 
Courses > Investments > Investing for the Clueless!

Investing for the Clueless!

Description
Participants who attend this course will gain a basic level of knowledge on investments and investing strategies, which will enable them to build and better manage an investment portfolio.

Audience
Recommended for those who desire a greater ability to make informed investment decisions.

Materials
Each participant will receive a 45-plus page workbook, which reviews each topic covered, and provides resources and a glossary for future use.

Duration
2 hours

Learning Outcomes
Investigate the basics on financial accounts, stocks, bonds, and mutual funds.
Uncover six crucial factors that affect stock prices.
Consider bond investments based on six important elements.
Study ratings to identify the risk and return potential of various bonds.
Describe the relationship between bond values and interest rates.
Analyze mutual fund fees and expenses.
Find out the most prevalent reasons investors buy stocks, bonds, and mutual funds.
Recognize five sources of risk and how to manage each.
Evaluate levels of risk and return for various investments.
Determine which types of investments match one's objectives.
Diversify, allocate, and rebalance assets in an investment portfolio.
Review and apply key investment terms.
Discover essential investing guidelines and common mistakes to avoid.
Develop an investment plan for all financial goals.


 
 
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