Course curriculum

  • 1
    Introduction
  • 2
    WHY YOU NEED TO INVEST?
  • 3
    Getting Your $hit Together So You Can Invest!
  • 4
    Investing Basics / Terminology
  • 5
    Investing Instruments
  • 6
    Employer Retirement Plans & IRA’s
  • 7
    A Few Things About Brokers
  • 8
    All About Mutual Funds Part 1
  • 9
    All About Mutual Funds Part 2
  • 10
    Stock Classifications & Size!
  • 11
    All About Bonds!
  • 12
    Investment Strategy
  • 13
    Risk and Return
  • 14
    Funds to Avoid!
  • 15
    Asset Allocation and Why it Matters + Goals!
  • 16
    Sample Portfolio Ideas
  • 17
    Why So Simple?
  • 18
    Things To Consider
  • 19
    Bonus
  • 20
    Making Your Kids Rich
  • Got Questions? Video Introduction Disclaimer Trading vs Investing Did You Forget?
  • Why You Need To Invest The difference between investing and savings! The importance of starting early Investing Myths Setting Investment Goals No More Excuses
  • Getting Your $hit Together So You Can Invest! Paying off Debt Finding the money to invest Investing from a position of strength How To Create The Perfect Budget To Reach Your Goals
  • Investing Basics Compounding and why it's so damn good! Investing Terms Commons Stock Preferred Stock Bonds Cash Equivalents Mutual Funds Index Funds ETF's Trade Trading Volume Buy and Sell Long and Short Short Selling Margin Position The Market & Market Indicators New York Stock Exchange NASDAQ Electronic Market (ECN) Dow Jones Industrial Average (DJIA) S&P 500 The NASDAQ Composite Index The Russell Index's The New York Stock Exchange Composite Index
  • Investing Instruments Common Stock Why Invest How Stocks Are Priced What Are Preferred Stocks? Mutual Funds Investment Goals Performance History Management Strategy Sales Fees! How Mutual Funds Are Priced Bonds Treasury Bonds Municipal / Government Bonds Corporate Bonds Cash Equivalents Money Market Accounts Cash Management Accounts Certificates of Deposits (CD's) Regular Savings Accounts Other Investments Annuities Real Estate Limited Partnerships REITS Precious Metals
  • Look At Your Existing Benefits First Retirement Plans From Your Employer Defined Contribution 401k Plan 403(b) Plan 457 Plan TSP Profit Sharing Employee Stock Ownership Plan (ESOP) Individual Retirement Accounts Roth IRA & Traditional IRA Why You Should Invest In Retirement Plans
  • Picking A Broker Why Do You Need One? What Kind of Broker? Full Service? Discount?
  • All About Mutual Funds Part 1 Sales Fees! Load Back-End Level Load No Load Mutual Funds Expense Ratio Actively Managed vs Index Funds Total Return
  • All About Mutual Funds Part 2 Stock Funds Growth Income Value Balanced Cyclical and Sector Bond Funds Short-term Mid-Term Long-Term Taxable vs Tax Free Money Market
  • Stock – Classifications Growth Stocks Income Stocks Value Stocks Stock Size Market Cap and Investment Decisions Large Cap Stocks Mid Cap Stocks Small Cap Stocks
  • Bonds Intro U.S. Treasury Bonds U.S Government Agency Municipal Corporate What’s a Bond Worth? Original Issue Secondary Market Zero Coupon and Treasury Strips Bond Risks Default Inflation PrePayment Selling Bonds Rating Bonds
  • Investment Strategy Your Role Passive Active A little of Both (Casino Accounts) Investing for short range goals Investing for medium range goals
  • Risk and Return Personal Investment Formula Risk / Reward Relationship Economic Risk Inflation Market Value High Risk Investments Medium Risk Investments Low Risk Investments No Risk Investments
  • Selecting Mutual Funds / ETF’s Funds We Will Not Buy!
  • Asset Allocation and Why it Matters Asset Allocation Models Age Risk Tolerance Goal Based Are your goals smart? Other Goals
  • Sample Portfolio Ideas Intro 25+ Years 15 to 25 Years 10 to 15 Years 5 to 10 Years 1 to 5 Years What’s the meaning of it all? How to Open Your Vanguard Accounts Sample Portfolio – Breakdown READ THE PROSPECTUS!!
  • Why Did You Choose 2 Funds? Fees Diversity Simplicity
  • Things to Consider Intro Hierachy of Investing Rebalancing Taxes Summary
  • Change Your Life With $50 A Month Smart Investing Goals 4 Percent Rule
  • Why You Should Do This Setting Up Your Account Part 1 Setting Up Your Account Part 2 How You Should Invest the Money A Few Words of Caution