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Stocks, Bonds, and Investing: Oh, My!

Looking for a good solid class in the basics of stocks, bonds, finance, and investing? Haven't the slightest clue how to prepare for retirement, pay for college, or even manage your personal finances? And do you wish you could do it all without having to pay a broker or a financial advisor? Well, look no further. The class you need is right here! 

Stocks, Bonds, and Investing; Oh My! is an enjoyable class that walks you through the fundamentals of investing. The course will not only teach you about the stock markets, 401k plans, and retirement, but it will also address personal financial issues that are often ignored, but absolutely essential, to your success as an investor. This course won't just throw a bunch of terms at you, expecting you to memorize everything. The instructor takes the time to explain concepts in detail so you understand how and why things work in the investment world. Provide yourself with the independence and confidence you'll need to make your own investment decisions. 

6 Weeks / 24 Course Hrs
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Learning Method

Instructor-led Confirm your Start Date in Cart

Stocks, Bonds, and Investing: Oh, My!

Learning Method

Instructor-led Confirm your Start Date in Cart

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Details + Objectives

Course Code: sbi

What You Will Learn
  • Gain a comprehensive and thorough education in personal finance and investment
  • Learn the personal financial issues that you should address and consider
  • Learn definitions, uses and more of stocks and bonds
  • Understand how the securities exchanges and stock markets operate and work
  • Learn what drives the true value of a security (mainly stocks) and how to gauge whether markets are overvalued by using value ratios
  • Understand of the different techniques used to research and analyze stocks
How the course is taught
  • Instructor led or self paced online course
  • 6 -12 weeks to complete
  • 24 course hours
How you will benefit
  • Become more confident in your ability to make money by investing wisely
  • Learn everything you need to know to make proper investments for your future
  • Become an educated consumer and protect themselves against some of the lesser practices of the financial services industry
Outline
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Lesson 1

Learn the game plan, reviewing what you'll cover and putting things in context so you can get your bearings and get the most out of the class. Then, learn what really gives money its value, how to increase that value, the power of compounding, and how much money you'll need to save for retirement.

Lesson 2

Learn to apply a timeline or schedule as to which investments you should make first as you explore all of the benefits and drawbacks of each option to help you decide when to incorporate which investments into your lifetime plan. Then, go into intricate detail about stocks and bonds, discussing exactly what they are, what gives them value, how to look up their prices, and much more.

Lesson 3

Gain an understanding of mutual funds, options, ADRs, ETFs, REITs, and more so you can learn how they work, why you might want to invest in them, as well as any pros and cons to investing in them. Then, get familiar with all the major (and perhaps a bit more obscure) markets and exchanges throughout the world so you’ll know where you can make your investments.

Lesson 4

Learn more about the roles brokers, brokerages, traders, routers, etc. play in getting your trade through. Perhaps most important, you'll learn what these people's real incentive is in trading for you. Then, gain an intricate understanding of the trading process, traders, brokers, and their incentives, not just in order to make investments, but to know when you're getting a good deal.

Lesson 5

Take a detailed look at the operations, contribution limits, tax advantages, and withdrawal requirements of IRAs, Roth IRAs, SEP Plans, 401ks, 403bs, 529 plans and many other plans. Then, look at stock valuation and analysis, and we'll review some of the basics of taking calculated investment risks.

Lesson 6

Discover research techniques that you can use to analyze and pick stocks, such as fundamental analysis and technical analysis, as well as valuation techniques used to price stocks. You'll also learn how to read a company's annual report, then you'll gain some insight into the details of stock analysis and research. Finally, spend some time researching resources, looking at a vast array of Web sites, publications and other sources of information that will help guide your future investments.

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Instructors & Support
Matt Crabtree

Matt Crabtree, CFP ®, earned his Bachelor of Science in Business, Information Systems Management, in 1999, a mini MBA certificate from The School of Management at Yale University in 2004, a certificate in Financial Planning from Pepperdine University's Graziadio School of Business in 2012 and has received the financial industry's most rigorous and prestigious professional designation of Certified Financial Planner ™. After many years in project management, office management, and business sales, Matt began training individuals and organizations in areas of business finance, leadership development, successful negotiations, sales management, and customer service excellence. Matt has trained individuals and various units within the U.S. Department of Defense, as well as corporate organizations including IBM (technology), Accuray (healthcare-technology), and Gen-Probe (molecular diagnostics). Matt is registered as a securities broker with the Financial Authority Regulation Authority (FINRA) and with the U.S. stock exchanges (NYSE and NASDAQ) and as an investment advisor with FINRA. Matt's natural aptitude for explaining his material in an easy-to-understand and enjoyable manner allows each student to gain insights into areas that are often considered challenging.

Prerequisites / Requirements

Prerequisites:

There are no prerequisites to take this course.

Requirements:

Hardware Requirements: 

  • This course can be taken on either a PC or Mac device.

Software Requirements: 

  • PC: Windows XP or later.
  • Mac: OS X Snow Leopard 10.6 or later.
  • Browser: The latest version of Internet Explorer, Firefox, Chrome, or Safari (We recommend Firefox or Chrome).
  • Adobe Flash Player. Click here to download the Flash Player.
  • Adobe Acrobat Reader. Click here to download the Acrobat Reader.
  • Email capabilities and access to a personal email account.
  • Software must be installed and fully operational before the course begins.

Instructional material requirements: 

  • The instructional materials required for this course are included in enrollment and will be available online.