Basic Investing

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    Use an icon and text to communicate the value proposition and share the specific benefits of your offering. What makes it unique in your market?

  • Icon & text

    Use an icon and text to communicate the value proposition and share the specific benefits of your offering. What makes it unique in your market?

  • Icon & text

    Use an icon and text to communicate the value proposition and share the specific benefits of your offering. What makes it unique in your market?

Course curriculum

  • 1

    Introduction

    • Intro: Video

  • 2

    Lesson 1: Risk, Interest Rates, & Bonds

    • Lesson 1: Outline

    • Lesson 1: Video

    • Lesson:1 Budget Worksheet

  • 3

    Lesson 2: Where Are We Now

    • Lesson 2: Outline

    • Lesson 2: Video

    • Lesson 2: Interest Rates vs Time

  • 4

    Lesson 3: Stocks & Funds

    • Lesson 3: Outline

    • Lesson 3: Video

    • Lesson 3: Guidelines for Selecting Stocks

  • 5

    Lesson 4: What are Annuities

    • Lesson 4: Outline

    • Lesson 4: Video

    • Lesson 4: Mutual & Closed End Funds & Annuities

  • 6

    Lesson 5: The Art of Asset Allocation

    • Lesson 5: Outline

    • Lesson 5: Video

    • Lesson 5: Asset Allocation

  • 7

    Lesson 6: How to Select a Financial Advisor

    • Lesson 6: Outline

    • Lesson 6: Video

    • Lesson 6: Financial Advisor Questions

    • Lesson 6: Resource List

  • 8

    Course Assessment

    • Basic Investing: Assessment

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