Basic Investing

taught by Mary C. Wright

Interested in this course? Email us at customersupport@livericheracademy.com

Course description

In this course, we will cover basic investing terminology and resources. You’ll also learn about the various asset classes, risk/reward trade-offs, asset allocation, and how to get started as an investor.

Mary C. Wright
Mary C. Wright
Investment Educator

Mary C. Wright has been working in the Financial Service Industry since 1981. During that time, she has taught investment classes with the University of Colorado for 16 years, in addition to, her professional role. She is a member of the CU Women's Council of the Leeds School of Business and a member of the American Association of Women. She holds a Bachelor of Arts Degree from the University of Colorado at Boulder where she graduated with honors.

Course Curriculum

Introduction
Intro: Video
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Lesson 1: Risk, Interest Rates, & Bonds
Lesson 1: Outline
Lesson 1: Video
Lesson:1 Budget Worksheet
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Lesson 2: Where Are We Now
Lesson 2: Outline
Lesson 2: Video
Lesson 2: Interest Rates vs Time
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Lesson 3: Stocks & Funds
Lesson 3: Outline
Lesson 3: Video
Lesson 3: Guidelines for Selecting Stocks
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Lesson 4: What are Annuities
Lesson 4: Outline
Lesson 4: Video
Lesson 4: Mutual & Closed End Funds & Annuities
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Lesson 5: The Art of Asset Allocation
Lesson 5: Outline
Lesson 5: Video
Lesson 5: Asset Allocation
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Lesson 6: How to Select a Financial Advisor
Lesson 6: Outline
Lesson 6: Video
Lesson 6: Financial Advisor Questions
Lesson 6: Resource List
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Course Assessment
Basic Investing: Assessment
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Reviews (1)

by Nzinga Knight

by Nzinga Knight

Interested in this course? Email us at customersupport@livericheracademy.com