You will learn how to evaluate different asset classes for different investment objectives, and determine their suitability for investors considering investment goals, time horizons, risk tolerance, and tax situations.
DurationThis course explores the securities market, sources of information, risk/return, debt and equities, stocks, bonds, options, futures, and security analysis, and culminates in portfolio construction and analysis.
You will learn how to evaluate different asset classes for different investment objectives, and determine their suitability for investors considering investment goals, time horizons, risk tolerance, and tax situations. Quantitative investment concepts, investment theories and strategies, and asset pricing models are also examined.
Modules included in this course:
Introduction to Stocks
Introduction to Fixed Income Securities
Introduction to Pooled Investments
Investment Risks
Buying and Selling Securities
Measures of Investment Returns
Portfolio Management and Measurements
Formula Investing and Investment Strategies
Asset Allocation and Portfolio Diversification
Efficient Market Theory (EMT)
Asset Pricing Models
Time Influence on Valuation
Valuation of Stocks and Bonds
Futures and Option Strategies
Alternative Investments
Taxation of Investment Vehicle
To remain competitive in rapidly evolving industries such as commercial real estate, financial services, fundraising, law, and genealogy—among others—you need to be aware of current and emerging best practices, obtain industry-standard credentials and certifications, and master changing technology.
Plan towards your financial future! Learn the fundamentals of investing in stocks, bonds and money instruments as you determine the right plan for you.
The SIE (Securities Industry Essentials) Exam is a FINRA sponsored exam that is a prerequisite to working within the financial services industry and launching your Financial Services career.
The course offers a comprehensive exploration of sustainability and responsible business practices within the context of Environmental, Social, and Governance (ESG) considerations.
Learn the fundamentals of stocks and bonds in this course. We'll cover the basics of stock prices and valuations, financial statements, and bonds using real-world examples from publicly traded companies.
The masterclass covers ESG reporting for corporates, assessing the regulations and best practice approaches, before turning attention to ESG reporting for asset managers, focusing on EU regulations and Principles for Responsible Investment (PRI) best practice.
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