Skip to main content

Investment Basics

Wishlist Share
Share Course
Page Link
Share On Social Media

About Course

This course is for clients looking to grow their wealth, we will provide guidance on the fundamentals of investing. This course covers topics such as understanding different types of investments, assessing risk, and building a diversified portfolio.

What Will You Learn?

  • Understanding different types of investments.
  • Ability to make informed investment decisions.
  • Learning to assess risk versus return in investment options.
  • Gaining knowledge on how to diversify an investment portfolio.
  • Improving financial literacy and overall money management.
  • Understanding the role of the stock market in investment strategies.
  • Ability to create long-term financial goals using investment tools.
  • Learning strategies to grow wealth over time.
  • Gaining insights into various investment vehicles like stocks, bonds, and real estate.
  • Building confidence in managing personal investments.
  • Gaining the ability to track and assess investment performance.
  • Developing skills to adapt investment strategies based on market conditions.

Course Content

Introduction to Investment Fundamentals
Explore the purpose of investing, the concept of risk versus return, and the importance of setting investment goals.

  • Lesson
  • Case Study
  • Self Assessment

Types of Investments
Learn about different investment options such as stocks, bonds, mutual funds, ETFs, and real estate, including their benefits and risks.

Understanding the Stock Market
Gain insight into how the stock market operates, including stock exchanges, market indices, and factors that influence stock prices.

Building and Managing an Investment Portfolio
Discover the principles of diversification, asset allocation, and strategies for managing a portfolio to align with your financial goals and risk tolerance.

Earn a certificate of completion

selected template

Student Ratings & Reviews

No Review Yet
No Review Yet