This course teaches you the securities market, the various types of investment securities (stocks, bond, options, futures, tax-advantaged investments, mutual funds, etc.), and the risk-return characteristics of each. It focuses on the principles and tools of investment analysis, asset allocation, portfolio selection and management. The course tells you what are available to invest in, the features of each type of investment, the advantages and disadvantages of each investment category, including global investing, and when a particular investment type might be suitable for you.
Format: Online pdf (287 pages). Printed book available.
Prerequisites: Basic math
Advance Preparation: None
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