COURSE LEVEL:
Basic

COURSE DESCRIPTION:
This course provides the student with knowledge of the securities market, the various types of investment securities (stocks, bonds, options, futures, tax-advantaged investments, mutual funds, etc.) and the risk-return characteristics of each. The course focuses on the principles and tools of investment analysis, asset allocation, portfolio selection and management. The course also provides the student with information on investments: the features of each type of investment, the advantages and disadvantages of each investment category, when a particular investment type might be suitable for you, and what investment types are available to you.

LEARNING OBJECTIVES:
• Understand investor objectives, security markets, and security transactions.
• Learn the sources of investment information.
• Understand the appraisal of risk and return.
• Become familiar with financial analysis, tax-deferred savings plans, investment
• strategies, and retirement accounts.
• Understand the investment selection process, as well as basic investment terms.

TOPICS COVERED:
Introduction
• Chapter 1: Getting Started as an Investor
• Chapter 2: Financial Markets and Investment Process
• Chapter 3: Return and Risk
• Chapter 4: Fundamental Analysis
• Chapter 5: Technical Analysis
• Chapter 6: Common Stocks and Preferred Stocks
• Chapter 7: How Much Are You Willing to Pay for a Common Stock?
• Chapter 8: Fixed Income Securities
• Chapter 9: Investing in Options
• Chapter 10: Future Contracts
• Chapter 11: Global Investing
• Chapter 12: Tax Advantaged Investments
• Chapter 13: Mutual Funds
• Chapter 14: Diversification, Portfolio Constriction, and Asset

REGULATORY REQUIREMENT:
Please see the state requirements section on the course catalog page.