Stocks, Bonds, And Investing

by Learning Cloud New Zealand Claim Listing

Learn the basics of stocks, bonds, and investing so you can be independent and confident about your financial decisions. This class will teach you how to prepare for retirement, manage your finances, and pay for college without the need for hiring a broker or financial advisor.

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img Duration

24 Hours

Course Details

Learn the basics of stocks, bonds, and investing so you can be independent and confident about your financial decisions. This class will teach you how to prepare for retirement, manage your finances, and pay for college without the need for hiring a broker or financial advisor.

Looking for a good solid class in the basics of stocks, bonds, finance, and investing? Haven't the slightest clue how to prepare for retirement, pay for college, or even manage your personal finances? Do you wish you could do it all without having to pay a broker or a financial advisor? Well, look no further. The class you need is right here.

Stocks, Bonds, and Investing; Oh My! is an enjoyable class that walks you through the fundamentals of investing. The course will not only teach you about the stock markets, 401k plans, and retirement, but it will also address personal financial issues that are often ignored, but absolutely essential, to your success as an investor. 

Each lesson explains these concepts in detail, so you understand how and why things work in the investment world. Provide yourself with the independence and confidence you will need to make your own investment decisions.

 

What You Will Learn:

  • Gain a comprehensive and thorough education in personal finance and investment
  • Learn the personal financial issues that you should address and consider
  • Learn the definitions, uses, and more of stocks and bonds
  • Understand how the securities exchanges and stock markets operate and work
  • Learn what drives the true value of a security (mainly stocks) and how to gauge whether markets are overvalued by using value ratios
  • Understand of the different techniques used to research and analyze stocks

 

How You Will Benefit:

  • Become more confident in your ability to make money by investing wisely
  • Learn everything you need to know to make proper investments for your future
  • Become an educated consumer and protect themselves against some of the lesser practices of the financial services industry

 

Outline:

  • Overview of Class
  • Welcome! This first lesson introduces the course and helps you set up your investing game plan.
  • The Theory and Importance of Investing
  • You need to fully and fundamentally understand the theories, laws, and concepts that govern investing. This lesson explores what gives money its value, how to increase that value, and more. Then you will learn how this pertains to the three most important investments: retirement, education, and housing.
  • First Things First
  • Which investments should you make first? Would it be more beneficial to invest in an IRA or should you be thinking about college? Or might this perhaps be a good time for you to invest in rental property? This lesson explores all of the benefits and drawbacks of these options to help you decide.
  • Stocks, Bonds and Mutual Funds - Part I
  • Mutual funds, IRA accounts, 401k plans, and other investments are primarily composed of two simple building blocks: stocks and bonds. This lesson takes a closer look at them in intricate detail. You will learn all about stocks and bonds, what gives them value, how to look up their prices, and much more.
  • Stocks, Bonds and Mutual Funds - Part II
  • Learning about stocks and bonds will bring you an understanding of a whole new set of securities and investments. Examples of these investments include mutual funds, options, ADRs, REITs, and much more. This lesson focuses on different investments, how they work, why you might want to invest, and the pros and cons to investing.
  • The Markets and Exchanges
  • Where do you purchase said stocks, bonds, mutual funds, and other investments? Never fear—there are many different exchanges throughout the world that are here to serve your trading needs. This lesson covers all the major global markets and exchanges.
  • Processes, Players and Operations
  • In this lesson, you will meet all the different people and institutions involved in trading and investing, such as brokers and traders and different types of brokerages from—traditional, discount, or online. Perhaps most important, you will learn what these people's real incentive is in trading for you.
  • Trades and the Trading Process
  • How are all these different stocks, bonds, and mutual funds traded? You will need an intricate understanding of the trading process, traders, brokers, and their incentives to know when you're getting a good deal. In this lesson, you will learn how to tell if you made a good trade or not.
  • Retirement Programs
  • Retirement programs were already briefly discussed, but the options are so varied, detailed, and important that they deserve a lesson all to themselves. This lesson takes a detailed look at the operations, contribution limits, and withdrawal requirements of IRAs, Roth IRAs, SEP Plans, 401ks, 403bs, 529 plans.
  • Picking Stocks
  • While investing in your 401k may be good for your long-term investment plan, sometimes risk is a good thing. In this lesson, you'll look at stock valuation and analysis and review the basics of calculated investment risks.
  • Types and the Importance of Research
  • In this lesson, you will discover research techniques that you can use to analyze and pick stocks as well as valuation techniques used to price stocks. You will also learn how to read a company's annual report. This is required reading if you plan to make it big by investing in stocks!
  • Researching Resources
  • Your final lesson is all about researching resources. You'll look at a vast array of websites, publications, and other sources of information that will help guide your future investments.
  • Auckland Branch

    139 Quay Street, Auckland

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