Upon successful completion of this course, participants will be able to:

• Identify the different types of investments.
• Specify how to calculate the return on investment.
• Describe the investing goals associated with a high marginal tax rate.
• Identify the investing goals associated with someone approaching retirement age.
• Specify the investing actions to take when the market appears to be overheated.
• Identify the characteristics of an individual retirement account.
• Recall the characteristics of the most common stock indices.
• Specify the strategies most commonly followed by hedge funds.
• Describe the best practices for investing in stocks and funds.
• Identify the investment criteria for a money market fund.
• Specify the differences between a market order and a limit order.
• Recall how the accounting equation is used.
• Specify the scenarios in which a business may report a cash balance of zero.
• Identify the businesses in which inventory is more or less likely to be a consideration.
• Recall the competitive strategies that require a reduced inventory investment.
• Recall the circumstances under which financial leverage is more beneficial.
• Specify the threshold at which debt levels are considered to be minor.
• Recall how to calculate book value.
• Specify the type of investor that is attracted to rapid sales growth.
• Identify the situation in which a business experiences highly-reliable sales.
• Recall the methods used to improve gross margin.
• Specify which expenses are classified as operating expenses.
• Identify the business model that tends to experience high operating expenses.
• Recall how the net profit margin can be improved.
• Specify what may happen when a company’s price/earnings ratio is high.
• Identify the contents of the total shareholder return calculation.