- NY Credits : 15.0
- TX Credits : 15.0
This course teaches you the securities market, the various types of investment securities (stocks, bond, options, futures, tax-advantaged investments, mutual funds, etc.), and the risk-return characteristics of each.
It focuses on the principles and tools of investment analysis, asset allocation, portfolio selection and management. The course tells you what are available to invest in, the features of each type of investment, the advantages and disadvantages of each investment category, including global investing, and when a particular investment type might be suitable for you.
This course provides a general review of investing from a broad perspective. This course is appropriate for the professional at any organization level.
Upon successful completion of this course, the user should be able to:
identify the different types of investments and their characteristics,
identify the characteristics of the primary and secondary capital markets,
recognize return on investment and how it is measured over time,
identify how investment alternatives affect the risk-return trade-off,
determine financial ratios and other measurements to assess a company's financial condition,
determine the risks associated with investing in international markets,
identify the differences between limited partnerships and different real estate investments,
recognize the advantages and disadvantages of the various types of retirement plans,
determine the tax impact on different types of investments, and
identify an efficient portfolio.