Download available within 1-2 hours. Investing for the sake of investing simply won’t cut it. Improving the odds of lifestyle and retirement success demand that you take ownership of your financial matters.Â
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Udemy, Chad Tennant – Investing: Stocks – Bonds and Exchange – Traded Funds
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Course Description
Course fully up-to-date as of March 2015.
JOIN 3582 SUCCESSFUL INVESTORS WHO ARE NOW INCREASING THEIR INVESTMENT RETURNS AND PAYING LOWER FEES!
1. Are you interested in increasing your investment returns with minimal effort?
2. Are you interested in paying lower fees and keeping more of your money?
3. Are you willing to invest a small sum to learn important investing fundamentals that will help you to fulfill your financial and lifestyle goals?
If you answered “yes†to at least one of these questions then this course is for you!
Investing for the sake of investing simply won’t cut it. Improving the odds of lifestyle and retirement success demand that you take ownership of your financial matters. As a result, financial success doesn’t start with an advisor… it starts with you. Along the way you probably wanted to learn about investing, but you weren’t sure where to start, what to read or who to trust.
Investing Fundamentals addresses the appetite that many people have for learning about personal finance with a focus on investing. Course content is kept simple and neatly arranged so that you get a comprehensive understanding of financial and investment concepts.
As you work toward building a sound portfolio, you’ll implement an asset allocation strategy inline with your investor profile, for example, a conservative or aggressive portfolio. Upon successful completion of this course, you will be able to:
Understand fundamental concepts including: stocks, bonds, and managed funds
Understand your portfolio and if your current asset allocation makes sense
Learn how to build a portfolio of mutual funds and/or exchange-traded funds
Understand all investment related fees and which fees to avoid
Make intelligent portfolio decisions leading to increased returns and wealth
Learn the steps to becoming a DIY investor (so that you can fire your advisor)
Plus many other course goals as stated
Sign up and experience the most comprehensive online investment course on the web.
Would You Like To Start Learning?
Enroll now and start increasing your investment returns TODAY!
+++++++++++ ++++++++++ ++++++++++
BONUS #1: Great content is continually being added
BONUS #2: Gain access to my upcoming courses and ebooks
+++++++++++ ++++++++++ ++++++++++
What are the requirements?
A willingness to take control of your financial and lifestyle goals
No prior knowledge or investment experience required
No materials required
What am I going to get from this course?
Over 130 lectures and 4 hours of content!
Learn about stocks, bonds, mutual funds, ETFs, portfolio management, and other investment concepts
Increase portfolio returns by making sensible strategy and asset allocation decisions
Learn about DIY investing and spend eight hours a year or less managing your portfolio
Keep more of your money, dramatically reduce investment fees, and weed out hidden fees
Get an overview of the financial planning process to help you to plan your “bigger pictureâ€
Become empowered, knowledgeable, and confident about investing
Spend less time confused, increase your peace of mind, and lifestyle possibilities
Get immediately download Udemy, Chad Tennant – Investing: Stocks – Bonds and Exchange – Traded Funds
What is the target audience?
Individuals at any knowledge level who desire to learn about investing, DIY investing, and personal finance
This course is NOT geared toward individuals seeking to day trade stocks, options or other securities
This course is NOT about some BS or fairytale trading system that will supposedly make you rich
Curriculum
Section 1: Course Overview
1
Section Overview
00:29
.
2
Why You Should Take this Course
00:57
.
3
What’s in It for You: The Benefits
01:56
.
4
Instructor Profile
00:53
.
Section 2: The Big Picture Starring Financial Planning
5
Section Overview
00:12
.
6
Cash Flow Management
00:39
.
7
Risk Management
00:46
.
8
Wealth Management
00:34
.
9
Tax Planning
00:33
.
10
Estate Planning
00:56
.
11
Making Sense of It All: The Financial Planning Pyramid
Preview
01:18
.
Section 3: Advisors: Who Can Help You?
12
Section Overview
00:32
.
13
Financial Advisor Defined
00:44
.
14
Financial Planner: Role and Responsibilities
00:48
.
15
Insurance Producer: Role and Responsibilities
01:07
.
16
Investment Representative: Role and Responsibilities
01:25
.
17
Tax Planner: Role and Responsibilities
00:45
.
18
Top Credentials and Designations
02:27
.
Section 4: Asset Classes: Traditional and Alternatives
19
Section Overview
00:13
.
20
Intro to Asset Classes
Preview
00:37
.
21
Cash
00:38
.
22
Fixed-Income
00:43
.
23
Equities
00:17
.
24
Alternatives: REITs and Commodities
00:43
.
25
Asset Classes – Reference
2 pages
.
Section 5: The World of Securities
26
Section Overview
00:14
.
27
Bonds
00:53
.
28
Stocks
01:02
.
29
Real Estate Investment Trusts (REITs)
00:47
.
30
Derivatives
01:18
.
31
Asset Classes and Securities – Reference
00:42
.
Section 6: Managed Funds: Mutual Funds, ETFs, and More
32
Section Overview
00:19
.
33
Managed Funds
01:33
.
34
Mutual Funds
01:02
.
35
Exchange-traded Funds (ETFs)
Preview
01:38
.
36
Fund of Funds (FoFs)
00:40
.
37
Target Date Funds (TDFs)
00:53
.
38
Private Equity Funds
00:58
.
39
Hedge Funds
01:42
.
40
Mutual Fund vs. ETF – Reference
2 pages
.
Section 7: Investing Does Carry Risks
41
Section Overview
00:18
.
42
What’s Investment Risk?
Preview
01:23
.
43
Risk-reward Diagram
00:52
.
44
Different Types of Risk – Reference
5 pages
.
Section 8: FYI – Financial Terms You Should Know
45
Section Overview
00:30
.
46
Earnings
00:54
.
47
Earnings Per Share (EPS)
00:47
.
48
Price-to-Earnings (P/E Ratio)
02:07
.
49
Dividend Yield
01:04
.
50
Initial Public Offering (IPO)
01:04
.
51
Market Capitalization
00:22
.
52
Index
01:37
.
53
Google Finance: Applying the Terms
04:13
.
54
Other Terms to Look Up
2 pages
.
Section 9: Assets Behave Differently Just Like People
55
Section Overview
00:23
.
56
Asset Class Behavior
00:50
.
57
Correlation Coefficient
01:14
.
58
Standard Deviation
01:21
.
59
What Moves Market Values and Stock Prices
01:51
.
60
Long Term Results from 1802
Preview
01:15
.
61
Vanguard Interactive Chart: Asset Allocation
02:17
.
Section 10: Investing Strategies: Active vs. Passive
62
Section Overview
00:32
.
63
Approaches to Investing
00:23
.
64
Active vs. Passive Management
01:38
.
65
Fundamental Analysis
01:17
.
66
Technical Analysis
01:45
.
67
Which is the Better Approach to Investing?
02:01
.
68
So You Still Want to Invest in Stocks!
01:33
.
69
What Does Warren Buffett Think?
2 pages
.
70
Latest SPIVA Report
25 pages
Click on the external links for more reports.
Section 11: Investing Fees: Necessary, but Watch Out
71
Section Overview
00:18
.
72
Fees and Wealth Erosion
01:17
.
73
Managed Fund Fees
02:51
.
74
Costs Unseen: Trading Expense Ratio (TER)
3 pages
.
75
Advisor Compensation Models
02:57
.
76
Conflict of Interest ft. Steve Blum
02:09
.
77
Taxes on Investments
01:26
.
78
Vanguard Interactive Chart: Fees and Returns
Preview
02:34
.
Section 12: Financial Literacy: Don’t Invest Without Being Knowledgeable
79
Section Overview
00:27
.
80
Financial Literacy 101
02:24
.
81
Goal Setting
02:39
.
82
Financial and Lifestyle Considerations
02:33
.
83
Recommended Websites and Books
3 pages
.
Section 13: Your Investor Profile: The Bedrock of Investing Success
84
Section Overview
00:20
.
85
What’s Your Investor Profile?
00:57
.
86
Your Objectives and Goals
00:53
.
87
Your Time Horizon
01:37
.
88
Your Risk Tolerance
01:32
.
89
Your Age and Knowledge
01:38
.
90
Investor Profile and Asset Allocation
01:47
.
91
Life-Cycle Investing
01:05
.
92
Life-Cycle Investing – Reference
3 pages
.
Section 14: Your Investor Type: How You Will Navigate the Markets
93
Section Overview
00:21
.
94
Investable Assets and Investor Types
01:42
.
95
Simple Investor
00:39
.
96
Funds Investor
00:30
.
97
Stock Picker
00:56
.
98
Trader
00:40
.
99
Investor Types Comparison – Reference
2 pages
.
100
Guiding Principles
01:54
.
Section 15: Investment Policy Statement (IPS) and Rebalancing
Section 16: Constructing Your Portfolio
Section 17: Fund Companies and Brokerages
Section 18: Becoming a DIY Investor
Section 19: That’s a Wrap!
Section 20: Investing Quizzes
101
Financial Planning
6 questions
102
Asset Classes & Securities
6 questions
103
Types of Advisors
6 questions
104
Mutual Funds & Exchange-traded Funds (ETFs)
6 questions
105
Investment Risks & Terms
6 questions
106
Investment Strategy
6 questions
107
Asset Allocation & Investment Categories
6 questions
108
Investment Fees
6 questions
109
Financial Literacy & Goal Setting
6 questions
110
Investor Profile & Life-Cycle Investing
6 questions
111
Investor Type & Guiding Principles
6 questions
112
Investment Policy Statement & Rebalancing
6 questions
113
Portfolio Construction
6 questions
114
Fund Companies & Brokerages
6 questions
Full curriculum
Get immediately download Udemy, Chad Tennant – Investing: Stocks – Bonds and Exchange – Traded Funds
Instructor Biography
Chad Tennant , Author. Publisher. Marketer. Investor. Online Entrepreneur.
Chad is a bestselling publisher of several online courses and ebooks, which are available exclusively at Udemy and Amazon. He covers various topics concerning online business, entrepreneurship and income opportunities. He’s also the managing director of Remote Millionaire Media, a publishing and advisory firm.
Snapshot Credentials
·Business/marketing experience 10 years+
·Investing/advising experience 10 years+
·Stanford (Entrepreneurship) / Wharton (Marketing)
·Project Management Professional (PMP)
·Derivatives Management Specialist (DMS)
·Business/Commerce Degree
Instructor Biography
Remote Millionaire Media , Publisher. Marketer. Advisor.
