I came into this course with no understanding of the terms and systems for investing. I came out of this course with more than I could have hoped for: understanding the terms, the many investment opportunities, how and were to do reseach, etc. This course was written clearly for the novice."
I definitely understand more about stocks,bonds,and investing now, than when I began the course.I also can read and understand financial publications to a much greater degree. Thank you!"
I enjoyed the course very much. It went into a lot more depth than I had imagined it would but the instructor provided lots of supplementary material. Aaron's writing style was superb; educational, informative, down to earth, and easy to understand."
I feel the class will be very useful in helping me make decisions regarding my 401K plan. I'll recommend it to my colleagues....The humor the author used was refreshing!!"
I got exactly what I wanted out of this course. I feel very confident for my investing future! I'm recommending his class to two of my friends."
I have a bachelor's in Finance and an MBA. However, I have been out of the work world for 10 years to raise my kids. This course was a great refresher for me and helped me to get back up to speed. Thanks!"
Instuctor was not just informative but entertaining. He kept difficult information from going over my head."
I think it was one of the best online classes I have taken. The subject was something which I always had an interest in and was never able to understand just by reading books. This was a great opportunity for me. The instructor knew the subject very well and was always there to respond to the question raised in the discussion section. Thanks for offering this class!"
I thought the instructor made things interesting and easy to understand. I started out with pretty much no knowledge of securities. I can now carry on a fairly knowledgeable conversation about them. I am anxious to learn more!!!"
I wish I had taken this class a couple of decades ago. It took a very complicated subject and explained it in an easy to comprehend manner. I found it to be quite helpful in making the subject 1) understandable and 2) not so intimidating."
Course Code: sbi
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.
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.
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.
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.
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.
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.
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.
There are no prerequisites to take this course.
Instructional material requirements: