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Self-Study — Course Detail

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Taxation & Financial Planning

The Overall Guide to Investing
Delta Publishing
Copyright© 2011

Course: 8111013   Version 1111

NASBA Category:     Admin Practice     CPE Credits 16
Level: Basic  (308 pages)
Prerequisite: There are no prerequisites.
Advance Preparation: None.



Course Description
This course is a roadmap to the securities market, the various types of investment securities (including stocks, bond, options, futures, tax-advantaged investments, and mutual funds), and the risk-return characteristics of each. It focuses on the principles and tools of investment analysis, asset allocation, and portfolio selection and management. The course describes available investments and features, the advantages and disadvantages of each investment category (including global investing) and when a particular investment type might be suitable for you.

Table of Contents

Learning Objectives
Upon successful completion of this course, participants will be able to:
  • Chapter 1
    • Describe the different types of investments, including fixed versus variable-income, financial versus real assets, direct versus indirect, and long-term versus short-term
    • Explain the features of stocks and bonds, and the drawbacks and benefits of each
    • Differentiate between common stocks and mutual funds
    • Assess how interest rates affect the market value of investments and how risk and return are related
  • Chapter 2
More Learning Objectives




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