Description:
This course teaches you the securities market, the various types of investment securities (stocks, bond, options, futures, tax-advantaged investments, mutual funds, etc.), and the risk-return characteristics of each. It focuses on the principles and tools of investment analysis, asset allocation, portfolio selection and management. The course tells you what are available to invest in, the features of each type of investment, the advantages and disadvantages of each investment category, including global investing, and when a particular investment type might be suitable for you.

Delivery Method:

Level: Overview

Prerequisites: None

Advanced Preparation: None

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Author: Delta Publishing

Category: Finance

Field of Study: Finance

Passing Score: 70%

Publication Date: 06/19/2019

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Objectives:
Chapter 1:     Getting Started as an Investor
1. Differentiate between the different types of investments, financial versus real assets, direct versus indirect, and liquid versus illiquid
2. Identify the features and attributes of stocks and bonds, and the drawbacks and benefits of each

Chapter 2:     Financial Markets and Investment Process
1. Recognize various aspects of securities and transactions
2. Identify advantages and disadvantages of buying stock on margin and selling stock short

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NASBA: Yes

QAS: Yes

CPA: Suitable for all CPAs

IRS: No IRS credit for Enrolled Agents.