Welcome to the “Financial Planning and Investing: Different Account Types” lesson that explains some of the different types of accounts for investing. This lesson is the eighth 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. During this lesson, Debra will briefly explain each investment account type and a few details to keep in mind.
Overview
COURSE DIFFICULTY
COURSE DURATION
7m
Skills Learned
After completing this online training course, students will be able to:
Understand the Different Types of Investment Accounts
Identify the Tax Implications of Each Account Type
Evaluate the Best Account Types for Various Financial Goals
Develop a Comprehensive Financial Plan Incorporating Different Account Types
Navigate the Rules and Regulations Associated with Investment Accounts
Financial Planners, Investment Advisors, Individuals Interested in Personal Finance
Basic Understanding of Financial Concepts, Familiarity with Investment Principles
01. Overview of Financial Planning
02. Types of Investment Accounts
03. Tax Considerations for Investment Accounts
04. Strategies for Choosing the Right Account Type
05. Regulatory Framework Surrounding Investment Accounts
SKILLS LEARNED
Skills Learned
After completing this online training course, students will be able to:
Understand the Different Types of Investment Accounts
Identify the Tax Implications of Each Account Type
Evaluate the Best Account Types for Various Financial Goals
Develop a Comprehensive Financial Plan Incorporating Different Account Types
Navigate the Rules and Regulations Associated with Investment Accounts
WHO SHOULD ATTEND
Financial Planners, Investment Advisors, Individuals Interested in Personal Finance
PREREQUISITES
Basic Understanding of Financial Concepts, Familiarity with Investment Principles
COURSE OUTLINE
01. Overview of Financial Planning
02. Types of Investment Accounts
03. Tax Considerations for Investment Accounts
04. Strategies for Choosing the Right Account Type
05. Regulatory Framework Surrounding Investment Accounts
