Description
This foundational course introduces clients to core investment concepts and asset classes suitable for beginners. Participants will explore stocks, bonds, ETFs, and mutual funds, and learn risk-return tradeoffs through real-world examples. Interactive video modules cover portfolio diversification, dollar-cost averaging, and basic valuation metrics. Clients complete quizzes on reading financial statements and evaluating fund performance. Downloadable spreadsheets include portfolio tracker templates and scenario simulators for asset allocation. The course also covers tax implications of different investment vehicles and retirement account options. Video interviews with certified financial planners provide insight into crafting personalized strategies. Participants will learn to assess risk tolerance and match investment choices accordingly. A capstone exercise has users draft a simple investment policy statement for personal use. Ideal for novices looking to build confidence before committing capital to markets.
Digital course – video lectures, quizzes, and portfolio templates
4 hours
Asset classes, diversification, valuation basics, tax considerations
Beginner investors, personal finance enthusiasts
