This course describes the various equity vehicles that are available, from the purchase of individual stocks to investing in a limited partnership. Investment approaches for common stocks as well as the analytical tools and definitions used in evaluating them are covered. The risks faced and indexes that may be used in choosing the investment portfolio are included. Topics such as diversification of the portfolio, market timing, portfolio design, and do-it-yourself investing versus using a financial advisor are discussed.
Format: Online pdf (36 pages). Printed book available.
Author: Walter G. Austin, Ph.D., CPA
Advance Preparation: None
CPE Credit: 1.5 hrs.
Field of Study: Finance
Course expiration: You have one year from date of purchase to complete the course.
Course Revision Date: January 2022