- Calculate compounded interest
- Make plans for financial goals
- Use 401(k) and IRA plans to their maximum benefit
- Balance diversification and risk
- Make budget plans for investment funds
Time : 3.0 hour(s)
This series is for anyone who is interested in learning more about the ways to grow their money using stocks, bonds, and mutual funds.
- Examine net worth
- Select records for storage
- Maintain and use cash reserves
- Set financial goals
- Get more information about investments
Time : 3.0 hour(s)
This series is for anyone who is interested in learning more about the ways to grow their money using stocks, bonds, and mutual funds.
- Explain the benefits of buying stocks
- Describe the major stock markets
- Distinguish between the types of stocks available
- Choose stock candidates
- Decipher a stock listing
- Research stock candidates
- Trade stocks
Time : 4.0 hour(s)
This series is for anyone who is interested in learning more about the ways to grow their money using stocks, bonds, and mutual funds.
- Distinguish between types of bonds (U.S. Treasuries, U.S. government agency bonds, municipal bonds, and corporate bonds)
- Determine the taxable equivalent yield for U.S. Treasuries and municipal bonds
- Explain any risk factors associated with different types of bonds
- Explain reasons for using municipal bonds in an investment portfolio
- Describe high-grade and high-yield corporate bonds and how they fit into a portfolio
- Explain the effects of rising interest rates on different types of bonds
- Research and purchase different bond types
Time : 3.0 hour(s)
This series is for anyone who is interested in learning more about the ways to grow their money using stocks, bonds, and mutual funds.
- Distinguish between types of funds
- Analyze mutual funds
- Choose mutual funds
- Buy and sell shares in mutual funds
Time : 5.0 hour(s)
This series is for anyone who is interested in learning more about the ways to grow their money using stocks, bonds, and mutual funds.
- Invest for retirement
- Use IRA and 401(k) accounts
- Choose a life insurance policy
- Choose disability insurance
Time : 4.0 hour(s)
This series is for anyone who is interested in learning more about the ways to grow their money using stocks, bonds, and mutual funds.
