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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.
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| Usage Rank : | 0 |
| Release : | 2015 |
| Version : | 1.0 |
| Prerequisites : | None. |
| Experience Level : | Overview |
| Additional Contents : | Complete, no additional material needed. |
| Additional Links : |
Stock Market Investing Fundamentals and Tips Merrill Edge
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| 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
• 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
Unit 2
Unit 3
Unit 4
Unit 5
Unit 6
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| 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 Review Questions Unit 6 - Decision-Making Unit 6 Review Questions |
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