Description
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Meeyeon Park & Mark R – CFI Education – Asset Classes and Financial Markets
Asset Classes and Financial Markets
Through this course, you will be able to have a conversation about Financial Markets – what they are, the audiences that they serve – and delineate the three primary asset classes of Cash and Cash Equivalents, Fixed Income, and Equities.
Overview
Asset Classes and Financial Markets Course Overview
Understanding the landscape that you work in is a foundational part of success. After all, how can you possibly give financial advisory services without knowing financial markets?
As a financial planner or wealth management professional, you need to know financial markets and asset classes like the back of your hand. In this course, we give you an overview of financial markets – what they are, who they serve, and why a healthy one is so important for the global economy – and the three primary asset classes in them.
Asset Classes and Financial Markets Learning Objectives
By the end of the course, you will be able to:
Explain what financial markets are and their purpose
Navigate the major asset classes and identify their characteristics and purpose
Identify the key financial products in each asset class that financial planners and wealth managers most often encounter
Interpret real market data and formulate an opinion on the health of financial market conditions
Who Should Take This Course?
This Asset Classes and Financial Markets course is for anyone interested in becoming their own finance professional first. This course is designed as a primer to introduce all the foundational concepts you need to understand to navigate topics in financial planning and wealth management.
What you’ll learn
Introduction
Course Introduction
Downloadable Files
Introduction to Financial Markets
Regulated Exchanges
Over-The-Counter (OTC) Markets
Markets in Real World
Why Corporations/Governments Need Financial Markets
Investor Access to Financial Markets
Understanding Asset Classes
What is an Asset Class
Different Types of Asset Classes
Cash and Cash Equivalents
Characteristics of Cash and Cash Equivalents
Risk and Rewards of Cash Allocation
Investors and Their Strategic Allocations to Cash
Fixed Income Securities
Fixed Income Overview
Bond Market and Issuers
Characteristics of Bonds – Lower Risks
Characteristics of Bonds – Issuance
Characteristics of Bonds – Fixed Income
Characteristics of Bonds Exercise
Benefits of Fixed Income Allocation
Risks of Fixed Income Allocation
Risks of Fixed Income Allocation Exercise
Fixed Income ETFs
Fixed Income’s Role in an Investment Portfolio
Equity Securities
Equities Overview
Market Capitalization
Dividends
Dividends Exercise
Growth Stock and Value Investing
Different Classes of Shares
Defensive Stocks and Cyclical Stocks
Risks of Equity Investment
Managing Risks and Asset Allocation
Equity ETFs
Conclusion
Conclusion
Financial Planning & Wealth Management (FPWM)â„¢
Asset Classes and Financial Markets is part of the Financial Planning & Wealth Management (FPWM)â„¢, which includes 25 courses.
Skills Learned
Financial Learning, Business Development, Investment Management, Practice Management, Relationship Management
Career Prep
Financial Planner, Investment Advisor, Portfolio Manager
