Finance A Complete Guide to Investing

A Complete Guide to Investing

1 Learner Reviews -

Read Reviews

88.95 88.95
$88.95
PRICE PER USER
$
X
USERS


=
SUBTOTAL
$
  • Course Delivery: On Demand
  • Credit Hours: 13.5
  • Credit Type: Administrative Practice

Chat Live | Contact Us | Toll Free: (888) 360-8764

 

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.

Objectives:
1. Describe the different types of investments, including fixed versus variable-income, financial versus real assets, direct versus indirect, and long-term versus short-term
2. Explain the features of stocks and bonds, and the drawbacks and benefits of each
3. Differentiate between common stocks and mutual funds
4. Assess how interest rates affect the market value of investments and how risk and return are related
5. Discuss the primary and secondary capital markets and the characteristics of each
6. Explain the various types of securities transactions and what is involved in each type
7. Compare and contrast stock splits and stock dividends
8. Assess when buying stock on margin is a good idea and when selling stock short is advisable
9. Explain return on investment and how it is measured over time
10. Define business risk
11. Measure risk, assess what risks you face and recommend techniques to reduce risk
12. Describe how investment alternatives affect the risk-return trade-off

Delivery Method: Online Self Study

Level: Basic

Category: Finance

Passing Score: 70%

 

Prerequisites: None

Advanced Preparation: None

NASBA: Yes QAS Self Study

Author: Delta Publishing


ABOUT THE SUBJECT MATTER EXPERT:
Dr. Jae K. Shim is Professor of Business at California State University, Long Beach,
California. Dr. Shim received his MBA and Ph.D. degrees from the University of California at Berkeley (Haas School of Business.) He has co-authored over 50 professional business books and has been a consultant to commercial and nonprofit organizations for over 30 years.

 


 



 

 

Course Objectives

1. Describe the different types of investments, including fixed versus variable-income, financial versus real assets, direct versus indirect, and long-term versus short-term
2. Explain the features of stocks and bonds, and the drawbacks and benefits of each
3. Differentiate between common stocks and mutual funds
4. Assess how interest rates affect the market value of investments and how risk and return are related
5. Discuss the primary and secondary capital markets and the characteristics of each
6. Explain the various types of securities transactions and what is involved in each type
7. Compare and contrast stock splits and stock dividends
8. Assess when buying stock on margin is a good idea and when selling stock short is advisable
9. Explain return on investment and how it is measured over time
10. Define business risk
11. Measure risk, assess what risks you face and recommend techniques to reduce risk
12. Describe how investment alternatives affect the risk-return trade-off

 

Regulatory Information

A Complete Guide to Investing - National Association of State Boards of Accountancy (NASBA)

  • Name:
  • National Association of State Boards of Accountancy (NASBA)
  • Phone:
  • 615-880-4200
  • Fax:
  • 615-880-4290
  • Website URL:
  • http://nasba.org/
  • Email Address:
  • [email protected]
  • Address:
  • NASBA
  • City:
  • Nashville
  • State:
  • TN
  • Zip:
  • 37219-2417
 

Prerequisites

  • Basic math

 

 

Subject Matter Expert

Dr. Jae K. Shim is Professor of Business at California State University, Long Beach,
California. Dr. Shim received his MBA and Ph.D. degrees from the University of California at Berkeley (Haas School of Business.) He has co-authored over 50 professional business books and has been a consultant to commercial and nonprofit organizations for over 30 years.

 

Exams

Upon successful completion of your QAS Self Study CPA CPE course, your certificate of completion will be available in your profile.

Got questions? Contact us below or call 877-881-2235

Why Choose 360training.com?

  • Fast and easy courses completion
  • Get an education faster than at traditional colleges!
  • 100% online - No classroom attendance required.
  • Unlimited 24x7 online customer support
  • Over 500,000+ certified nationwide.

1 Real Reviews From Actual Learners

tim From Birmingham, AL Took A Complete Guide to Investing, And Said:

Final Exam was to difficult as compared to the chapter exams

Posted 3 months ago