Intermediate: Investing Course

 

Course Price

FREE
Enroll Now

About the Course

The Intermediate Investing Course is designed for learners who want to explore advanced investment concepts, including risk tolerance, investment returns, diversification, market conditions, and behavioral finance. This course follows the National Standards for Financial Literacy and aims to help participants make informed investment decisions to achieve their financial goals.

Course Information

Categories:

Selecting Financial Professionals – NS Investing 12-14

Learning Objectives:

  • Understand investment fundamentals, including risk tolerance, returns, and the impact of inflation on real returns.
  • Learn about the importance of diversification, asset allocation, and managing risks effectively.
  • Analyze factors influencing asset prices and understand how market conditions impact investments.
  • Evaluate the impact of investment expenses and tax considerations on returns, including tax-advantaged accounts.
  • Recognize and mitigate behavioral biases that can affect investment decisions.
  • Explore the role of financial technology in investing and understand the advantages of using fintech solutions.
  • Understand federal regulations that protect investors and ensure transparency in financial markets.
  • Compare investment performance against benchmarks and understand the benefits of ETFs and actively managed funds.
  • Identify when and how to select financial professionals for investment management and advice.

Course Instructor

Moneyling Moneyling Author

Investment Risk Tolerance – NS Investing 12-1

Understanding Risk Tolerance – NS Investing 12-1
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Factors Influencing Risk Tolerance: NS Investing 12-1a
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Impact of Risk Tolerance on Investment Decisions: NS Investing 12-1b
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Assessing Personal Risk Tolerance: NS Investing 12-1c
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Investment Returns – NS Investing 12-2

Types of Investment Returns – NS Investing 12-2
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Annual Cash Flows: NS Investing 12-2a
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Comparing Rates of Return: NS Investing 12-2b
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Speculative Investments: NS Investing 12-2c
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Risk vs. Return – NS Investing 12-3

Investing in Riskier Assets – NS Investing 12-3
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Advantages and Disadvantages of Risky Investments: NS Investing 12-3a
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Average Returns on Various Investments: NS Investing 12-3b
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Value vs. Growth Stocks: NS Investing 12-3c
0
Bond Maturities and Returns: NS Investing 12-3d
0

Inflation and Real Returns – NS Investing 12-4

Impact of Inflation on Returns – NS Investing 12-4
0
Impact of Inflation on Prices: NS Investing 12-4a
0
Nominal vs. Real Returns: NS Investing 12-4b
0
Calculating Real Returns: NS Investing 12-4c
0

Factors Influencing Asset Prices – NS Investing 12-5

Market Influences on Asset Prices – NS Investing 12-5
0
Factors Affecting Asset Prices: NS Investing 12-5a
0
Impact of New Information: NS Investing 12-5b
0
Economic Downturns and Asset Prices: NS Investing 12-5c
0
Interest Rates and Asset Prices: NS Investing 12-5d
0

Diversification and Asset Allocation – NS Investing 12-6

Building a Diversified Portfolio – NS Investing 12-6
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Portfolio Allocation for Short-Term vs. Long-Term Goals: NS Investing 12-6a
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Diversified Mutual Funds vs. Individual Stocks: NS Investing 12-6b
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Asset Allocation for Different Risk Tolerances: NS Investing 12-6c
0
Target Date Funds: NS Investing 12-6d
0

Investment Expenses – NS Investing 12-7

Impact of Investment Costs – NS Investing 12-7
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Investment Expenses and Returns: NS Investing 12-7a
0
Comparing Expense Ratios: NS Investing 12-7b
0
Actively Managed vs. Index Funds: NS Investing 12-7c
0

Taxation and Investment Accounts – NS Investing 12-8

Tax Impact on Investments – NS Investing 12-8
0
Tax Rates on Income Types: NS Investing 12-8a
0
Tax-Deferred Investment Accounts: NS Investing 12-8b
0
Traditional vs. Roth IRA: NS Investing 12-8c
0

Behavioral Biases in Investing – NS Investing 12-9

Impact of Behavioral Biases – NS Investing 12-9
0
Identifying Behavioral Biases: NS Investing 12-9a
0
Avoiding Negative Consequences of Biases: NS Investing 12-9b
0

Financial Technology and Investing – NS Investing 12-10

Using FinTech to Improve Investment Outcomes – NS Investing 12-10
0
Common Investment Technologies: NS Investing 12-10a
0
Automating Investments: NS Investing 12-10b
0

Discount Brokerage and Robo-Advisors – NS Investing 12-11

Technology-Driven Investing Services – NS Investing 12-11
0
Accessibility of Financial Markets: NS Investing 12-11a
0
Researching Discount Brokers: NS Investing 12-11b
0
Advantages and Disadvantages of Robo-Advisors: NS Investing 12-11c
0

Federal Regulation of Financial Markets – NS Investing 12-12

Investor Protections – NS Investing 12-12
0
Role of Federal Regulators: NS Investing 12-12a
0
Insider Trading: NS Investing 12-12b
0
Access to Accurate Information: NS Investing 12-12c
0

Investment Benchmarks – NS Investing 12-13

Comparing Investment Performance – NS Investing 12-13
0
Role of Benchmarks: NS Investing 12-13a
0
Researching Benchmark Indices: NS Investing 12-13b
0
Investing in ETFs vs. Actively Managed Funds: NS Investing 12-13c
0

Selecting Financial Professionals – NS Investing 12-14

Choosing Financial Advisors – NS Investing 12-14
0
Reasons to Hire a Financial Professional: NS Investing 12-14a
0
Criteria for Selecting Financial Professionals: NS Investing 12-14b
0
Finding Qualified Financial Professionals: NS Investing 12-14c
0
Course Review
0
 

Course Price

FREE
Enroll Now

Course Outline

  • Investment Risk Tolerance – NS Investing 12-1
    • Understanding Risk Tolerance – NS Investing 12-1
    • Factors Influencing Risk Tolerance: NS Investing 12-1a
    • Impact of Risk Tolerance on Investment Decisions: NS Investing 12-1b
    • Assessing Personal Risk Tolerance: NS Investing 12-1c
  • Investment Returns – NS Investing 12-2
    • Types of Investment Returns – NS Investing 12-2
    • Annual Cash Flows: NS Investing 12-2a
    • Comparing Rates of Return: NS Investing 12-2b
    • Speculative Investments: NS Investing 12-2c
  • Risk vs. Return – NS Investing 12-3
    • Investing in Riskier Assets – NS Investing 12-3
    • Advantages and Disadvantages of Risky Investments: NS Investing 12-3a
    • Average Returns on Various Investments: NS Investing 12-3b
    • Value vs. Growth Stocks: NS Investing 12-3c
    • Bond Maturities and Returns: NS Investing 12-3d
  • Inflation and Real Returns – NS Investing 12-4
    • Impact of Inflation on Returns – NS Investing 12-4
    • Impact of Inflation on Prices: NS Investing 12-4a
    • Nominal vs. Real Returns: NS Investing 12-4b
    • Calculating Real Returns: NS Investing 12-4c
  • Factors Influencing Asset Prices – NS Investing 12-5
    • Market Influences on Asset Prices – NS Investing 12-5
    • Factors Affecting Asset Prices: NS Investing 12-5a
    • Impact of New Information: NS Investing 12-5b
    • Economic Downturns and Asset Prices: NS Investing 12-5c
    • Interest Rates and Asset Prices: NS Investing 12-5d
  • Diversification and Asset Allocation – NS Investing 12-6
    • Building a Diversified Portfolio – NS Investing 12-6
    • Portfolio Allocation for Short-Term vs. Long-Term Goals: NS Investing 12-6a
    • Diversified Mutual Funds vs. Individual Stocks: NS Investing 12-6b
    • Asset Allocation for Different Risk Tolerances: NS Investing 12-6c
    • Target Date Funds: NS Investing 12-6d
  • Investment Expenses – NS Investing 12-7
    • Impact of Investment Costs – NS Investing 12-7
    • Investment Expenses and Returns: NS Investing 12-7a
    • Comparing Expense Ratios: NS Investing 12-7b
    • Actively Managed vs. Index Funds: NS Investing 12-7c
  • Taxation and Investment Accounts – NS Investing 12-8
    • Tax Impact on Investments – NS Investing 12-8
    • Tax Rates on Income Types: NS Investing 12-8a
    • Tax-Deferred Investment Accounts: NS Investing 12-8b
    • Traditional vs. Roth IRA: NS Investing 12-8c
  • Behavioral Biases in Investing – NS Investing 12-9
    • Impact of Behavioral Biases – NS Investing 12-9
    • Identifying Behavioral Biases: NS Investing 12-9a
    • Avoiding Negative Consequences of Biases: NS Investing 12-9b
  • Financial Technology and Investing – NS Investing 12-10
    • Using FinTech to Improve Investment Outcomes – NS Investing 12-10
    • Common Investment Technologies: NS Investing 12-10a
    • Automating Investments: NS Investing 12-10b
  • Discount Brokerage and Robo-Advisors – NS Investing 12-11
    • Technology-Driven Investing Services – NS Investing 12-11
    • Accessibility of Financial Markets: NS Investing 12-11a
    • Researching Discount Brokers: NS Investing 12-11b
    • Advantages and Disadvantages of Robo-Advisors: NS Investing 12-11c
  • Federal Regulation of Financial Markets – NS Investing 12-12
    • Investor Protections – NS Investing 12-12
    • Role of Federal Regulators: NS Investing 12-12a
    • Insider Trading: NS Investing 12-12b
    • Access to Accurate Information: NS Investing 12-12c
  • Investment Benchmarks – NS Investing 12-13
    • Comparing Investment Performance – NS Investing 12-13
    • Role of Benchmarks: NS Investing 12-13a
    • Researching Benchmark Indices: NS Investing 12-13b
    • Investing in ETFs vs. Actively Managed Funds: NS Investing 12-13c
  • Selecting Financial Professionals – NS Investing 12-14
    • Choosing Financial Advisors – NS Investing 12-14
    • Reasons to Hire a Financial Professional: NS Investing 12-14a
    • Criteria for Selecting Financial Professionals: NS Investing 12-14b
    • Finding Qualified Financial Professionals: NS Investing 12-14c
    • Course Review
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