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Course Details

A Complete Guide To Investing (Fundamentals of Investments) - v05 (Course Id 908)

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Author : Jae K. Shim, Ph.D., CPA
Status : Production
CPE Credits : 12.0
IRS Credits : 0
Price : $107.95
Passing Score : 70%
Primary Subject-Field Of Study:

Administrative Practice - Consulting Services for Course Id 908

Description :

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.

Usage Rank : 0
Release : 2015
Version : 1.0
Prerequisites : Basic Math
Experience Level : Overview
Additional Contents : Complete, no additional material needed.
Additional Links :
Advance Preparation : None.
Delivery Method : Self-Study
Intended Participants : Anyone needing Continuing Professional Education (CPE).
Revision Date : 09-Dec-2015
NASBA Course Declaration : Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.
Approved Audience :

NASBA QAS - NASBA Registry - 908

Keywords : Administrative Practice, Complete, Guide, To, Investing, Fundamentals, Investments, 2015, cpe, cpa, online course
Learning Objectives :

Chapter 1
Getting Started as an Investor

At the end of this chapter you will 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

Chapter 2
Financial Markets and Investment Process

At the end of this chapter you will be able to:
    Recognize various aspects of securities and transactions
    Identify advantages and disadvantages of buying stock on margin and selling stock short

Chapter 3
Return and Risk

At the end of this chapter you will be able to:
    Recognize the income and return on investments and how it is measured
    Identify different investment risk factors and how they affect investment return

Chapter 4
Fundamental Analysis

At the end of this chapter you will be able to:
    Identify the benefits and objectives of fundamental analysis of investments
    Recognize key financial ratios and how they are applied financial statements

Chapter 5
Technical Analysis

At the end of this chapter you will be able to:
    Recognize the tools of technical analysis
    Identify the key indicators of market and stock performance and how they are used

Chapter 6
Common Stocks and Preferred Stocks

At the end of this chapter you will be able to:
    Recognize the characteristics of common stock

Chapter 7
Common Stock Valuation

At the end of this chapter you will be able to:
    Recognize the fundamental valuations of common stock
    Differentiate price/earnings ratio approaches

Chapter 8
Fixed Income Securities

At the end of this chapter you will be able to:
    Recognize the characteristics of the different types of bonds including agencies, types, bond yields, interest rates, prices and risk.

Chapter 9
Investing in Options

At the end of this chapter you will be able to:
    Recognize the key terms and attributes for investing in options

Chapter 10
Futures Contracts

At the end of this chapter you will be able to:
    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.

Chapter 11
Global Investing

At the end of this chapter you will be able to:
    Recognize the advantages and risks of global investing
    Identify the methods of investing in international markets

Chapter 12
Tax-Advantaged Investments

At the end of this chapter you will be able to:
    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

Chapter 13
Investing in Funds

At the end of this chapter you will be able to:
    Recognize the attributes of mutual funds, index funds and ETFs

Chapter 14
Diversification, Portfolio Construction, and Asset Allocation

At the end of this chapter you will be able to:
    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
Course Contents :

Chapter 1:    Getting Started as an Investor

Learning Objectives:

Investing

Chapter 1 Review Questions

Chapter 2:    Financial Markets and Investment Process

Learning Objectives:

Capital Markets

Transactions

Chapter 2 Review Questions

Chapter 3:    Return and Risk

Learning Objectives:

Investment Return

Investment Risks

Chapter 3 Review Questions

Chapter 4:    Fundamental Analysis

Learning Objectives:

Fundamental Analysis

Analyzing Financial Statements

Working with Financial Ratios

Chapter 4 Review Questions

Chapter 5:    Technical Analysis

Learning Objectives:

Technical Analysis

A Caveat

Chapter 5 Review questions

Chapter 6:    Common Stocks and Preferred Stocks

Learning Objectives:

Common Stock

Preferred Stock

Chapter 6 Review Questions

Chapter 7:    Common Stock Valuation

Learning Objectives:

The Time Value of Money

The Fundamental Value of Common Stock

Other Stock Valuation Techniques

The Bottom Line

Chapter 7 Review Questions

Chapter 8:    Fixed Income Securities

Learning Objectives:

Bonds

Chapter 8 Review Questions

Chapter 9:    Investing in Options

Learning Objectives:

Options

Stock Warrants

Calls and Puts

Chapter 9 Review Questions

Chapter 10:    Futures Contracts

Learning Objectives:

Futures Contracts

Chapter 10 Review Questions

Chapter 11:    Global Investing

Learning Objectives:

Global Investing

The Ways to Invest Globally

Chapter 11 Review Questions

Chapter 12:    Tax-Advantaged Investments

Learning Objectives:

Retirement Plans

Chapter 12 Review Questions

Chapter 13:    Mutual Funds

Learning Objectives:

Mutual Funds

Chapter 13 Review Questions

Chapter 14:    Diversification, Portfolio Construction, and Asset Allocation

Learning Objectives:

Diversification

Life-Cycle Guide: Recommended Asset Allocation

Chapter 14 Review Questions

Glossary

Administrative Practice Course 908 Home: https://www.cpethink.com/practice-management-cpa-courses
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