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Fundamentals of Investing · LearnSpace
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Fundamentals of Investing

Курс от SoFi
Начальный≈ 7 чАнглийский
О курсеНавыкиПрограммаПреподаватели

О курсе

This is primarily aimed at novice investors who want to better understand the concept of investing and how it can fit into their overall financial plan. Taught by a CERTIFIED FINANCIAL PLANNER™ Professional, this course will cover different investment vehicles, risk tolerance, diversification, and the difference between active and passive investing, as well as investment fees and taxes. Whether you are just getting started investing or want to play a more active role in your investment decisions, this course can provide you the knowledge to feel comfortable in the investing decisions you make for yourself and your family. This course is geared towards learners in the United States of America.

Навыки, которые вы освоите

InvestmentsInvestment ManagementRisk ManagementRisk AnalysisEquitiesPortfolio ManagementDerivativesTaxPortfolio RiskIncome TaxTax PlanningRisk AppetiteGeneral FinanceReturn On InvestmentFinancial Planning

Программа курса

4 модулей · 61 учебных материалов

01Understanding the Different Types of Investments26 материалов

Understanding Stocks

Welcome to Fundamentals of InvestingЧтениеIntroduction: Investing BasicsВидеоStock BasicsВидеоUnderstanding StocksВидео

Учитесь у экспертов

Brian Walsh

Senior Manager, Financial Planner

Fundamentals of Investing
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Обучение на Coursera

≈ 7 ч

4 модулей

Язык: Английский

Субтитры: Арабский, Французский, Украинский, Китайский (Китай), Греческий, Итальянский, Бразильский португальский, Вьетнамский, Нидерландский, Корейский, Немецкий, Пушту, Русский, Гаитянский, Тайский, Индонезийский, Шведский, Турецкий, Испанский, Дари, Хинди, Японский, Казахский, Польский

Часть программы вашего университета
Analyzing StocksВидео
Investing in StocksВидео
Stock Key RatiosЧтение
Stock QuizЗадание

Understanding Bonds

Bond BasicsВидеоUnderstanding BondsВидеоAnalyzing BondsВидеоInvesting in BondsВидеоUnderstanding The Yield to Maturity FormulaЧтениеBond QuizЗадание

Assessing Pooled Investments

What is a Mutual Fund?ВидеоAll-In-One Mutual FundsВидеоWhat is an Exchange-Traded Fund (ETF)?ВидеоExchange-Traded Funds (ETFs) vs Mutual Funds: Learning the DifferenceЧтениеPooled InvestmentsЗадание

Uncovering Advanced Vehicles

What is a Derivative?ВидеоA Guide to Options TradingЧтение5 Important Options Trading StrategiesЧтениеEquity Compensation - Stock OptionsВидеоHow Do Employee Stock Options Work?ЧтениеDerivatives Задание

Module Quiz

Understanding the Different Types of InvestmentsЗадание
02Balancing Risk and Return15 материалов

Comparing Different Types of Risk

Understanding Investment RiskВидеоSystematic Investment RiskВидеоUnsystematic Investment RiskВидеоInvestment Risk TypesЗадание

Analyzing Investment Risk

Measuring Investment RiskВидео6 Investment Risk Management StrategiesЧтениеMeasuring Investment ReturnsВидеоWhat is Considered a Good Return on Investment?ЧтениеAssessing Investment Risk Задание

Balancing Risk and Return

Investment Risk & ReturnВидеоSuitability: Definition, How It's Measured, and How It's Used for InvestingЧтениеInvestment Risk Tolerance & How to Find YoursВидеоExplaining the Different Types of Asset ClassesЧтениеRisk & ReturnЗадание

Module Quiz

Balancing Risk and ReturnЗадание
03Developing an Investment Strategy9 материалов

Factoring in Your Time Horizon

Investment Diversification BasicsВидеоWhat is Portfolio Management?ЧтениеHow Often Should You Rebalance Your Portfolio? ЧтениеInvestment Time HorizonЗадание

Deciding Between Active and Passive Investing

Active InvestingВидеоPassive InvestingВидеоActive vs. Passive InvestingЧтениеPassive and Active CategorizationЗадание

Module Quiz

Developing an Investment StrategyЗадание
04Understanding Taxes and Fees11 материалов

Considering Taxes on Investments

How Investments Are TaxedВидеоEverything You Need to Know About Taxes on Investment IncomeЧтениеInvestment Tax Rules Every Investor Should KnowЧтениеInvestment IncomeЗадание

Understanding Investment Fees

Investment FeesВидеоWhat Are the Different Types of Investment Fees?ЧтениеTaxes, Fees, Commissions, and Your InvestmentsЧтениеChoosing Investment Accounts to Maximize Tax BenefitsВидеоA Guide to Tax-Efficient InvestingЧтениеQuick Fee Calculations/SavingsЗадание

Module Quiz

Understanding Taxes and FeesЗадание