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.
Overview
Syllabus
- Understanding the Different Types of Investments
- 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.
- Balancing Risk and Return
- 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.
- Developing an Investment Strategy
- 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.
- Understanding Taxes and Fees
- This module will help you understand the role of fees and taxes in investing.
Taught by
Lauren Anastasio
