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? And 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.
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
Understanding stocks and bonds brings an understanding of whole new set of securities and investments like 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.
While we briefly touched on retirement programs, 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.
While investing in your 401k may be good for your long-term investment plan, sometimes risk is a good thing. This lesson looks at stock valuation and analysis and reviews the basics of calculated investment risks.
TYPES AND THE IMPORTANCE OF RESEARCH
In this continuation of Lesson 10, 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!
Your final lesson is all about researching resources, looking at a vast array of Web sites, publications and other sources of information that will help guide your future investments.
Prerequisites / Requirements
There are no prerequisites to take this course.
- This course can be taken on either a PC or Mac device.
- PC: Windows XP or later.
- Mac: OS X Snow Leopard 10.6 or later.
- Browser: The latest version of Internet Explorer, Firefox, Chrome, or Safari (We recommend Firefox or Chrome).
- Adobe Flash Player. Click here to download the Flash Player.
- Adobe Acrobat Reader. Click here to download the Acrobat Reader.
- Email capabilities and access to a personal email account.
- Applications must be installed and fully operational before the course begins.
WHEN CAN I GET STARTED?
Instructor-Led: A new session of each course begins each month. Please refer to the session start dates for scheduling.
Self-Paced: Start your course at any time your schedule permits.
HOW DOES IT WORK?
Instructor-Led: Once a session starts, two lessons will be released each week, for the 6 week duration of your course. You will have access to all previously released lessons until the course ends.
Self-Paced: You can start your course at anytime, review all lessons in any order, and learn and complete the course at your own pace, within the 3 month access period.
HOW LONG DO I HAVE TO COMPLETE EACH LESSON?
Instructor-Led: The interactive discussion area for each lesson automatically closes 2 weeks after each lesson is released, so you’re encouraged to complete each lesson within two weeks of its release.
Self-Paced: There is no time limit to complete each lesson, other than completing all lessons before your 3 month duration of access ends.
WHAT IF I NEED AN EXTENSION?
Instructor-Led: The Final Exam will be released on the same day as the last lesson. Once the Final Exam has been released, you will have 2 weeks plus 10 days to complete the Final and finish any remaining lessons in your course. No further extensions can be provided beyond these 10 days.
Self-Paced: No extensions will be granted since all lessons are accessible at the start of your enrollment, for the full 3 months of access.