The Overall Guide to Investing FLEXCAST

Overview

Navigating the intricate world of investment securities can be daunting, especially with the plethora of options available in the market. This course offers a comprehensive solution to this challenge, providing a deep dive into the securities market and the myriad types of investment securities, including stocks, bonds, options, futures, and mutual funds. It agitates the problem of understanding the complex risk-return characteristics of each investment type and presents a thorough analysis of investment principles and tools. By focusing on investment analysis, asset allocation, portfolio selection, and management, this course not only explains what’s available for investment but also delves into the features, advantages, and disadvantages of each investment category. It’s designed for finance professionals looking to demystify the securities market and make informed, suitable investment decisions for themselves and their clients.

Highlights

Getting started as an investor. Financial markets. Investment process. Return and risk. Fundamental analysis, and more.

Prerequisites

None.

Designed For

CPAs, CFPs, and other business and finance professionals.

Objectives

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, and more.

Preparation

None.

Notice

This is a FlexCast (no exam required) and may be viewed only Monday - Saturday, 5am - 5pm PT. You may take up to one year from the date of purchase to complete the course. Pause your FlexCast and resume at a convenient day during the hours above. Partial credit for 2+ credit courses: If you are unable to complete the course in one sitting, partial credit can be awarded (minimum of one credit). To earn the remaining credits, you must return later and start the course from the beginning. Use chat to ask questions of a subject matter expert during the program.