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Course Level :Basic
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Credits :4
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Instructional Method :QAS Self Study
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Pre-requisites :None
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Advance Preparation :None
This basic course covers the preparation for investing by determining goals and objectives, learning the vehicles and indexes that may be used, and determining your loss tolerance. The different facets of the securities markets are covered as well as the various risks involved in investing and the tools used to measure those risks. One can only loan money or purchase an ownership interest in a firm. These two basic investments are examined as to the various vehicles used within each.
The decisions that are to be made are discussed. These include the risks to be taken, diversification of assets, asset allocation, whether to attempt to time the market, and whether to do all of the investing based on your own knowledge or to seek the assistance of a financial advisor. After your portfolio has been finalized and implemented do you want to periodically review it?
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) 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 submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
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106 Ratings
DL
Sep 24th, 2020
Very useful information that I can apply in my role working in Private Wealth Management.
RB
Oct 23rd, 2020
This was very informative.
AD
Aug 18th, 2020
Very informative!
DC
May 5th, 2021
Good information
HY
Jul 3rd, 2020
Great course.
