Gain a solid understanding of investment fundamentals, crucial for any aspiring investor.
Learn to manage risk effectively, enhancing your investment decision-making process.
Build confidence in your investment choices, equipping yourself with knowledge to navigate financial markets.
This module covers the basic building blocks of investing, including understanding stocks, bonds, dividends, and market risk. By relating concepts from books such as The Intelligent Investor and A Random Walk Down Wall Street, participants will gain clarity on how investments operate and appreciate the significance of risk management. Investment Basics Understanding Markets Risk and Time Horizon
This module discusses different types of investment vehicles including stocks, bonds, mutual funds, and ETFs. Drawing upon insights from Common Stocks and Uncommon Profits, the lessons help learners differentiate between products and understand their roles within a diversified portfolio. By the end, students will be able to determine which investment vehicles suit their financial objectives. Stocks: Ownership and Profit Bonds and Fixed Income Other Investment Vehicles
This module introduces learners to different approaches used in evaluating and valuing investments. The lessons distinguish between fundamental analysis that examines company data and technical analysis that focuses on market trends. Concepts from The Intelligent Investor and other seminal works provide a framework for understanding risk management and evaluation techniques. Fundamental Analysis Technical Analysis Basics Risk Management in Investment Decisions
This module explains how to build and manage an investment portfolio through principles of diversification, asset allocation, and periodic rebalancing. It discusses important cost considerations and the impact of fees on returns. Leveraging insights from investment classics, participants will be prepared to create a portfolio that aligns with their financial goals. Portfolio Diversification Asset Allocation Strategies Understanding Investment Expenses Monitoring and Rebalancing Portfolio
This module explores the psychological side of investing, including behavioral biases and emotional decision-making. By referencing principles outlined in investing literature, such as those in The Intelligent Investor, learners will gain insights into maintaining discipline under market pressures. Topics include identifying common biases and constructing frameworks to counteract emotional irrationalities. Behavioral Biases in Investing Emotional Investing Developing a Disciplined Approach
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Study at your own pace from any location.
Access practical examples and applications.
Benefit from structured modules to understand complex topics.
Develop a custom approach to investing with personalized advice.