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Learning The Fundamentals Of Investing

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Learn how to successfully plan and make investments

Interested in learning more about investments but don't know exactly where to start? Our course will provide a comprehensive overview of both the principles of investing as well as individual classes of investments. We'll discuss the all time value of money and then dig deeper into how stocks, bonds, mutual funds, and other investment vehicles fit together as part of a diversified strategy. Groups will also utilize online resources in order to select individual securities and manage their own virtual portfolios in a friendly competition.

While not specifically a financial planning course, we will delve into some of those related aspects while discussing what to look for when working with a financial advisor. The purpose of the course is to provide students with the knowledge and skills necessary to help make informed investment decisions based on facts rather than just instinct and/or gut feelings.

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Learner Outcomes

After completing this course, participants will be able to:

  • Examine the fundamentals of security markets and investments as appropriate to the personal investor
  • Explore the effects of investments on personal finances
  • Determine the financial environment of their personal financial picture
  • Demonstrate where different investments fit into their asset mix