* All fees are exclusive of vat
** PREMIUM - Customize your learning experience
How stocks are categorized from Growth and Income to Market Cap to Stock Sectors.
Understanding Risk and free tools to help you determine your risk profile and how to easily determine the risk and volatility of any stock using concepts such as Standard Deviation and Beta
What types of stocks to buy from a basket of Individual Stocks, Stock Mutual funds, Exchange Traded Funds (ETF) or a combination of each.
Key strategies you can use such as Value Investing, Growth Investing, Dividend Investing, Growth at a Reasonable Price (GARP) and more.
How to easily evaluate a stock using both Qualitative and Quantitative information.
How to use the top ratios to help determine if a stock is a good choice. Very easy and no calculations are required and you will be shown where to find the information for free.
Demonstration of FREE Basic and Advanced Stock Screeners so it is easy to narrow the choices for more research and find great stocks.
Demonstration where we buy stocks in areas such as a Growth Stock, Dividend Stock, Value Stock...so you can see step-by-step the tools the instructor uses and the thought process when evaluating stocks that you can use for your own future choices.
The actual mechanics of buying a stock from an overview of Brokers, Online Discount Brokers such as eTrade and TD Ameritrade to Financial Planners even newer automated Robo-Financial planners such as Wealthfront and Betterment.
How to actually place a stock order such as Market Orders and Stop Loss Orders plus others so you can take advantage of the best way to actually place a stock order for you.
Unusual situations you can take advantage of such as Initial Public Offerings (IPO), Stock Splits, Stock Buybacks, Spinoffs,and more...
Techniques to reduce taxes and fees so you can keep more money for you.
Key Action Steps you can take to get started applying what you have learned.
This course is perfect for the Beginner or Newer Investor who wants to learn all the key practical aspects when investing in stocks as they will become an expert by the end of the course.
It is excellent for more experienced investors who want to improve their skills, learn new insights, or gain more confidence when it comes to investing in stocks.
THE INVESTMENT SETTING
Risk and Safety of Principal
Current Income vs Capital Appreciation
Liquidity Considerations
Short-Term vs Long-Term Orientation
Tax Factors
Ease of Management
Retirement and Estate Planning
www.investopedia.com
TIME VALUE OF MONEY. MEASURING RISK & RETURN
Future and Present Value of a Single Sum
Future and Present Value of an Annuity
Future and Present Value of a Single Sum under Continuous Compounding
Arithmetic and Geometric Mean
Variance
Standard Deviation
Intrinsic Value - What Finance is about.
MUTUAL FUNDS
Investment Company
Pooling Arrangement
Advantages
Diversification
Professional Supervision
Switching Privileges
Small Amount of Investment
Open-End vs Closed-End
Load vs No-Load
Fund Types & Objectives
Money Market Funds
Net Asset Value (NAV)
Index and Sector Funds
Prospectus
Dollar-Cost Averaging
Mutual Fund Rating Companies
Lipper Analytical Services
Morningstar
Forbes Magazine
Money Magazine
BONDS AND FIXED INCOME SECURITIES
Corporate Bonds
The Bond Contract. Fixed Rate of Return, Fixed Term, Fixed Par
Par Value
Coupon and Maturity Rate
Indenture
Bond Price quotes in financial/investment sources
Call Provisions
Non Callable
Deferred Call
Fully Callable
Inverse Relationship between Bond prices and Interest Rates
Put Provision
Debenture
Sinking Fund Provision
Bond Valuation
Bond Yields
Coupon Yield
Current Yield
Yield-to-Maturity
Yield-to-Call
Bond Ratings
Standard & Poors Corporation
Moody’s
Investment Grade Bonds
Speculative Grade Bonds
Zero Coupon Bonds
US Government Fixed Income Securities
Treasury Bills
Par Value
3-12 month term. Short Term Issue.
Sold at a discount from par
Treasury Notes
2-10 year term. Intermediate Term.
Par Value
Treasury Bonds
10-30 year term. Long Term.
Par Value
Strips – US Treasury Zero Coupon Bonds
Liquidity of the Treasury securities market.
Quotations on Treasury securities in the Wall Street Journal
US Government Agency Issues
Pass-Through Securities
Securitization
GNMA - Government National Mortgage Assn. (Ginnie Mae)
FNMA – Federal National Mortgage Assn. (Fannie Mae)
SLMA – Student Loan Marketing Assn. (Sallie Mae)
TERM STRUCTURE OF INTEREST RATES AND THE FEDERAL RESERVE
Term Structure of Interest Rates = The Yield Curve
Graphical Relationship between bond yields and bond maturities
Theories on the shape of the yield curve
Expectations Hypothesis
Liquidity Preference Theory
Market Segmentation Theory
THE FEDERAL RESERVE SYSTEM
Federal Reserve is the nation’s Central Bank
Federal Reserve Board – 12 members
Responsible for Monetary Policy
Money Supply
Interest Rates
Monetary Policy Tools<
Averest Training Certificate of Completion or delegates who attend and complete the training course
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This Course can be customized delivered to a group at your facility saving time and money.