Learn your investment options and how to create your own intelligent investment plan.
Overview
Syllabus
Introduction
- Taking control of your investments
- Buying options in life
- Time value of money
- Compound interest and investing
- Understanding investments and taxes
- Creating an investment roadmap
- Setting goals and your risk tolerance
- The five building blocks of the stock market
- Cash and equivalents in your portfolio
- Utilizing bonds in your portfolio
- Investing in stocks
- Investing in funds and ETFs
- Insurance products investments
- Managing risk
- Building a balanced portfolio
- Identifying market value
- Building money muscles
- Measuring your progress
- The spectrum of investing
- Managing your investments
- Advisor options
- New player options
- Becoming a confident investor
Taught by
Jane Barratt
