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Course Description

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.

Course Outline

Lesson 01 - Overview of Class
  • Welcome! This first lesson introduces the course and helps you set up your investing game plan.
Lesson 02 - 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.
Lesson 03 - 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.
Lesson 04 - 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.
Lesson 05 - 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.
Lesson 06 - 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.
Lesson 07 - 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.
Lesson 08 - 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.
Lesson 09 - 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.
Lesson 10 - 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.
Lesson 11 - 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!
Lesson 12 - 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.

Learner Outcomes

  • Explore what gives money its value, how to increase that value, and more
  • Understand mutual funds, IRA accounts, 401k plans, and other investments
  • Learn all about stocks and bonds, what gives them value, how to look up their prices, and much more.
  • Identify all the major global markets and exchanges.
  • Understand the operations, contribution limits, and withdrawal requirements of IRAs, Roth IRAs, SEP Plans, 401ks, 403bs, 529 plans.

Notes

This is an asynchronous online course offered through the third party vendor ed2go. This course can be taken on either a PC, Mac, or Chromebook. The instructional materials required for this course are included in enrollment and will be available online. There are twelve lessons in the course, and two lessons are released each week on Wednesdays and Fridays. You do not have to be present when lessons are released. You will have access to all lessons until the course ends. However, the interactive discussion area that accompanies each lesson will automatically close two weeks after the lesson is released. As such, we strongly recommend that you complete each lesson within two weeks of its release. The final exam will be released on the same day as the last lesson. Once the final exam has been released, you will have two weeks to complete all of your course work, including the final exam.
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