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| Author : | Jae K. Shim, Ph.D., CPA |
| Status : | Production |
| CPE Credits : | 12.0 |
| IRS Credits : | 0 |
| Price : | $103.95 |
| Passing Score : | 70% |
| Course Type: | NASBA QAS - Text - Technical - NASBA Registry |
| Primary Subject-Field Of Study: | Finance - Finance 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 : | 2021 |
| Version : | 1.0 |
| Prerequisites : | Basic Math. |
| Experience Level : | Overview |
| Additional Contents : | Complete, no additional material needed. |
| Additional Links : |
Investment
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| Advance Preparation : | None. |
| Delivery Method : | QAS Self Study |
| Intended Participants : | Anyone needing Continuing Professional Education (CPE). |
| Revision Date : | 02-Apr-2022 |
| 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 - Text - Technical - NASBA Registry - 908 |
| Keywords : | Finance, Complete, Guide, Investing, Fundamentals, Investments, v11, cpe, cpa, online course |
| Learning Objectives : |
Chapter 1
Chapter 2
Chapter 3
Chapter 4
Chapter 5
Chapter 6
Chapter 7
Chapter 8
Chapter 9
Chapter 10
Chapter 11
Chapter 12
Chapter 13
Chapter 14
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| 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: Investing in Mutual Funds, Index Funds and ETFs Learning Objectives Mutual Funds and Other 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 |
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