Investing Fundamentals

This series covers basic investing information and strategies. Fundamental topics covered include planning your financial goals, budgeting, managing diversification and risk, and options for retirement savings. Organization of finances is covered in detail, including analyzing net worth, putting aside emergency funds, and proper record keeping. An in-depth examination of investment options, including stocks, bonds, and mutual funds, is provided. The series concludes with a thorough discussion of planning for the future with solid investment strategies, retirement planning, and insurance coverage.

Audience:
This series is for anyone who is interested in learning more about the ways to grow their money using stocks, bonds, and mutual funds.

Features:

Exercises allow learners to practice in the actual application being studied.
A Course Topics list contains active hyperlinks, permitting quick access to specific topics.
Find-A-Word allows learners to look up an unfamiliar term in the Glossary, on the Web, or in a dictionary. In addition, it lets them find other occurrences of the term in the same course.
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Courses challenge the learner with a variety of question formats, including multi-step simulations, true/false, multiple choice, and fill-in-the-blank.
A skill assessment generates a customized learning path based on the results of a pre-test.
A glossary provides a reference for definitions of unfamiliar terms.
Bookmarking tracks the learner's progress in a course.

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Summary:

This course explains how to choose and invest in bonds. Each type of bond (U.S. Treasuries, U.S. government agency bonds, municipal bonds, and corporate bonds) is explained and the unique advantages and disadvantages are described.

Objectives:

Distinguish between types of bonds (U.S. Treasuries, U.S. government agency bonds, municipal bonds, and corporate bonds)
Determine the taxable equivalent yield for U.S. Treasuries and municipal bonds
Explain any risk factors associated with different types of bonds
Explain reasons for using municipal bonds in an investment portfolio
Describe high-grade and high-yield corporate bonds and how they fit into a portfolio
Explain the effects of rising interest rates on different types of bonds
Research and purchase different bond types

Topics:

Introducing Bonds
U.S. Bonds
Municipal Bonds
Corporate Bonds
Researching and Buying Bonds

Technical Requirements:

P500+ Processor, 128MB of RAM; Windows 2000, 2003, XP, Vista, Minimum screen resolution 800x600, Internet Explorer 5.5 or higher; Windows Media Player 9.0 or higher; Flash 8.0 or higher; 56K minimum connection; broadband (256 kpbs or higher) connection recommended; Javascript, DHTML and cookies enabled; Sound card with speakers or headphones strongly recommended.

Summary:

This course explains to users how to choose and invest in mutual funds.

Objectives:

Distinguish between types of funds
Analyze mutual funds
Choose mutual funds
Buy and sell shares in mutual funds

Topics:

Introducing Mutual Funds
Stock Funds
Bond Funds
Analyzing Mutual Funds
Fund Evaluations and Online Research
Choosing a Mutual Fund
Reviewing Fund Investing

Technical Requirements:

Summary:

This course explains to users how to determine their financial situations and make plans for investment funds.

Objectives:

Examine net worth
Select records for storage
Maintain and use cash reserves
Set financial goals
Get more information about investments

Topics:

Looking at Net Worth
Learning from Net Worth
Keeping Cash
Making Cash Reserves Work
Setting Financial Goals
Learning More

Technical Requirements:

Summary:

This course explains how to prepare for the future with solid investing strategies, retirement planning and insurance coverage.

Objectives:

Invest for retirement
Use IRA and 401(k) accounts
Choose a life insurance policy
Choose disability insurance

Topics:

Planning for Retirement
Using IRAs
Using 401(k) Plans
Life Insurance
Disability Insurance

Technical Requirements:

Summary:

This course explains how to choose and invest in stocks

Objectives:

Explain the benefits of buying stocks
Describe the major stock markets
Distinguish between the types of stocks available
Choose stock candidates
Decipher a stock listing
Research stock candidates
Trade stocks

Topics:

Introducing Stocks
Learning the Types of Stocks
Getting Started
Choosing Candidates
Reading the Stock Pages
Researching Online and Using Value Line
Trading Stocks

Technical Requirements:

Summary:

This course explains to users how to get a general picture of their personal financial situations and begin the process of investing.

Objectives:

Calculate compounded interest
Make plans for financial goals
Use 401(k) and IRA plans to their maximum benefit
Balance diversification and risk
Make budget plans for investment funds

Topics:

Making Realistic Plans
Maximizing Small Savings
Managing Risk
Diversification
Starting Out Slowly
Checking Up on Yourself
Tightening the Budget Belt

Technical Requirements:

Our training is available 24 hours a day, 365 days a year. Smart Horizons changes the way companies train their employees, bringing lower costs, and higher quality training to employees across town or around the world.

Product Features

Total Items: 6
Total Hours: 22
Annual Subscription

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