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Course Details

Investing Fundamentals and Products (Course Id 778)

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Author : Walter G. Austin, Ph.D., CPA
Status : Production
CPE Credits : 4.0
IRS Credits : 0
Price : $35.95
Passing Score : 70%
NASBA Technical: Yes
Primary Subject-Field Of Study:

Finance - Finance for Course Id 778

Description :

This basic course covers the preparation for investing by determining goals and objectives, learning the vehicles and indexes that may be used, and determining your loss tolerance. The different facets of the securities markets are covered as well as the various risks involved in investing and the tools used to measure those risks. One can only loan money or purchase an ownership interest in a firm. These two basic investments are examined as to the various vehicles used within each.

The decisions that are to be made are discussed. These include the risks to be taken, diversification of assets, asset allocation, whether to attempt to time the market, and whether to do all of the investing based on your own knowledge or to seek the assistance of a financial advisor. After your portfolio has been finalized and implemented do you want to periodically review it?

Usage Rank : 0
Release : 2015
Version : 1.0
Prerequisites : None.
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 : 10-Jun-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 - 778

Keywords : Finance, Investing, Fundamentals, Products, cpe, cpa, online course
Learning Objectives :

Course Learning Objectives

    • Introduce the preparations such as setting goals and objectives that are needed before reaching any decisions. (Unit One)
    • Describe the security markets that will be used to purchase the securities that are going to be a part of your portfolio. (Unit Two)
    • Present the various risks that are always a part of investing and how to measure those risks. Measures of performance are also addressed. (Unit Three)
    • Present and explain the main fixed investment vehicles that are available to be included in your portfolio. (Unit Four)
    • Describe the main equity investment vehicles that are available to be included in your portfolio. (Unit Five)
    • Highlight the decisions to be made in determining your specific portfolio and then the management of it over time. (Unit Six)

Unit 1
Preparing to Invest

    • Introduce the preparations such as setting goals and objectives that are needed before reaching any decisions.

Unit 2
Security Markets

    • Describe the security markets that will be used to purchase the securities that are going to be a part of your portfolio.

Unit 3
Various Risks in Investing

    • Present the various risks that are always a part of investing and how to measure those risks. Measures of performance are also addressed.

Unit 4
Fixed Investments

    • Present and explain the main fixed investment vehicles that are available to be included in your portfolio.

Unit 5
Equity Investments

    • Describe the main equity investment vehicles that are available to be included in your portfolio.

Unit 6
Decision-Making

    • Highlight the decisions to be made in determining your specific portfolio and then the management of it over time.
Course Contents :

Unit 1 - Preparing to Invest

Unit 1 Review Questions

 

Unit 2 - Security Markets

Unit 2 Review Questions

 

Unit 3 - Various Risks in Investing

Unit 3 Review Questions

 

Unit 4 - Fixed Investments

Unit 4 Review Questions

 

Unit 5 - Equity Investments

Unit 5 Review Questions

 

Unit 6 - Decision-Making

Unit 6 Review Questions

Finance Course 778 Home: https://www.cpethink.com/cpe-for-cpas
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