Equity Investing Essentials
SKU: 02-093-01-CPE
Credit Hours: 2
Level: Basic
CPE Category: Finance
Requires Prerequisites or Advanced Preparation: No
Delivery Method: PDF
Instructor: Walter G. Austin, Ph.D., CPA
Course Description:
This course describes the various equity vehicles that are available, from the purchase of individual stocks to investing in a limited partnership.
After completing this course, participants should be able to:
- To describe the main equity investment vehicles that are available to be included in your portfolio. (Unit One)
- To discuss different investment approaches used in equity selection. (Unit One)
- To highlight the decisions to be made in determining your specific portfolio and the management of it over time. (Unit Two)
- To cover the risks faced and measurement tools used in the decision-making process. (Unit Two)