Investing Fundamentals and Products
SKU: CPE-07-097
Credit Hours: 4
Level: Basic
Field of Study: Finance
Requires Prerequisites or Advanced Preparation: No
Delivery Method: Online PDF
Instructor: Walter G. Austin, Ph.D., CPA
After completing this course you should be able to complete the following:
- Introduce the preparations such as setting goals and objectives that are needed before reaching any decisions. (Unit One)
- Describe the security markets that will be used to purchase the securities that are going to be a part of your portfolio. (Unit Two)
- Present the various risks that are always a part of investing and how to measure those risks. Measures of performance are also addressed. (Unit Three)
- Present and explain the main fixed investment vehicles that are available to be included in your portfolio. (Unit Four)
- Describe the main equity investment vehicles that are available to be included in your portfolio. (Unit Five)
- Highlight the decisions to be made in determining your specific portfolio and then the management of it over time. (Unit Six)