Course No. 7017
Format: Online pdf (287 pages).
Prerequisites: Basic math
Advance Preparation: None
Level: Overview
CPE Credit: 12 hrs.
Field of Study: Finance
Course expiration: You have one year from date of purchase to complete the course.
Course Revision Date: June 2021

Upon completion of this course, you should be able to:
• Differentiate between the different types of investments, financial versus real assets, direct versus indirect, and liquid versus illiquid
• Identify the features and attributes of stocks and bonds, and the drawbacks and benefits of each
• Recognize various aspects of securities and transactions
• Identify advantages and disadvantages of buying stock on margin and selling stock short
• Recognize the income and return on investments and how it is measured
• Identify different investment risk factors and how they affect investment return
• Recognize the income and return on investments and how it is measured
• Identify different investment risk factors and how they affect investment return
• Identify the benefits and objectives of fundamental analysis of investments
• Recognize key financial ratios and how they are applied financial statements
• Recognize the tools of technical analysis
• Identify the key indicators of market and stock performance and how they are used
• Recognize the characteristics of common stock
• Recognize the fundamental valuations of common stock
• Differentiate price/earnings ratio approaches
• Recognize the characteristics of the different types of bonds including agencies, types, bond yields, interest rates, prices and risk.
• Recognize the key terms and attributes for investing in options
• Recognize key attributes of futures contracts and commodities and how they relate to investment decisions
• Identify the uses of and differences between various types of financial futures.
• Recognize the advantages and risks of global investing
• Identify the methods of investing in international markets
• Recognize the attributes of tax advantaged investments like real estate investment trusts (REITs)
• Identify the advantages and disadvantages of the various types of retirement funds
• Recognize the attributes of mutual funds, index funds and ETFs
• Identify how to reduce risk and allocate assets
• Recognize the use of beta coefficients to adjust asset allocation
• Recognize different investment strategies for different stages and different goals in life