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A Complete Guide To InvestingCode: 20-INVEST
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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, and when a particular investment type might be suitable for you.
- Financial Markets And Investment Process
- Return And Risk
- Fundamental Analysis
- Technical Analysis
- Common Stocks And Preferred Stocks
- How Should Be Paid For A Common Stock
- Fixed Income Securities
- Investing In Options
- Investing Future Contracts
- Global Investing
- Tax-Advantaged Investments
- Mutual Funds
- Diversification, Portfolio Construction, And Asset Allocation
Presentation Method: QAS Self-Study
CPE credit: 13 Hours
Program Level: Update
Advance Preparation: None
Exam expiration date: Participants must submit exams for grading within one year from the date of purchase
For more information regarding refunds, complaints, or cancellation policies, please contact our offices at 817-477-0222.
American CPE, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to: National Registry of CPE Sponsors, 150 Fourth Ave. North, Nashville, TN 37219-2417. Web site: www.nasbaregistry.org
NASBA QAS Sponsor number 108096
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