Learn how to invest and manage your own portfolio. OR learn the fundamentals of investing to better understand how your advisor(s) manages your portfolio (401K, IRA, Roth IRA or personal investment account). This six-part course, delivered over a six-month time period, provides a comprehensive approach to the basics of investing. Course materials are provided monthly to help you learn.
About Our Investing Fundamentals
Investing Fundamentals Class Subjects
First Class
Course Introduction
Course plan and the critical importance of your financial plan.
Second Class
Principals of Investing
What is investing, and the the risk/reward differences between stocks and bonds.
Third Class
Determining Risk Tolerance
What is investing risk, and knowing your personal ability to tolerate those risks.
Fourth Class
Asset Allocation
Learning how risk tolerance and market expectations affect your asset allocations.
Fifth Class
Investment Strategies
Comprehensive overview of fundamental analysis, and passive vs. active investment strategies.
Sixth Class
All About Funds
Learn the importance of funds, how to evaluate them and create your investment portfolio with funds.