Welcome to the “Financial Planning and Investing: Defining Stocks, Bonds, Mutual Funds, and ETFs” lesson that helps to define stocks, bonds, mutual funds, and exchange traded funds. This lesson is the ninth of 13 in the “Expert Insights: Financial Planning and Investing with Debra Ohstrom” course, which explains how to build a financial plan that fits your monetary objectives in the short and long term. In the end, learners will know more about these security types to help with building their investment mix.
Overview
COURSE DIFFICULTY
COURSE DURATION
4m
Skills Learned
After completing this online training course, students will be able to:
Understand the differences between stocks, bonds, mutual funds, and ETFs
Analyze investment options based on individual financial goals
Develop a diversified investment portfolio
Identify key factors affecting market trends and investment performance
Create a financial plan that aligns with personal investment strategies
Financial professionals, Investors, Students, Individuals interested in personal finance
Basic understanding of financial concepts
01. Introduction to Financial Planning
02. Overview of Investment Vehicles
03. Risk and Return Analysis
04. Portfolio Diversification Strategies
05. Market Trends and Economic Indicators
SKILLS LEARNED
Skills Learned
After completing this online training course, students will be able to:
Understand the differences between stocks, bonds, mutual funds, and ETFs
Analyze investment options based on individual financial goals
Develop a diversified investment portfolio
Identify key factors affecting market trends and investment performance
Create a financial plan that aligns with personal investment strategies
WHO SHOULD ATTEND
Financial professionals, Investors, Students, Individuals interested in personal finance
PREREQUISITES
Basic understanding of financial concepts
COURSE OUTLINE
01. Introduction to Financial Planning
02. Overview of Investment Vehicles
03. Risk and Return Analysis
04. Portfolio Diversification Strategies
05. Market Trends and Economic Indicators
