This is primarily aimed at novice investors who want to better understand the concept of investing and how it can fit into their overall financial plan. Taught by a CERTIFIED FINANCIAL PLANNERâ„¢ Professional, this course will cover different investment vehicles, risk tolerance, diversification, and the difference between active and passive investing, as well as investment fees and taxes.
Este curso faz parte do Programa de cursos integrados The Fundamentals of Personal Finance
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Informações sobre o curso
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Prazos flexÃveis
Redefinir os prazos de acordo com sua programação.
Certificados compartilháveis
Tenha o certificado após a conclusão
100% on-line
Comece imediatamente e aprenda em seu próprio cronograma.
NÃvel iniciante
Regardless of educational background, this course is for the novice investor looking to better understand the topic.
Aprox. 7 horas para completar
Inglês
Legendas: Inglês
Habilidades que você terá
- Investment Fees
- Diversification
- Active vs. Passive Investing
- Risk Aversion
- Investment
Prazos flexÃveis
Redefinir os prazos de acordo com sua programação.
Certificados compartilháveis
Tenha o certificado após a conclusão
100% on-line
Comece imediatamente e aprenda em seu próprio cronograma.
NÃvel iniciante
Regardless of educational background, this course is for the novice investor looking to better understand the topic.
Aprox. 7 horas para completar
Inglês
Legendas: Inglês
oferecido por
SoFi
SoFi’s mission is to help people reach financial independence to realize their ambitions. And financial independence doesn’t just mean being rich - it means getting to a point where your money works for the life you want to live. Everything we do is geared toward helping our members get their money right. We’re constantly innovating and building ways to give our members what they need to make that happen.
Programa - O que você aprenderá com este curso
3 horas para concluir
Understanding the Different Types of Investments
This module will help you understand different types of investments including stocks, bonds, derivative products, and pooled investments. It will help set the foundation to have a better understanding of investing.
3 horas para concluir
14 vÃdeos (Total 55 mÃn.), 7 leituras, 5 testes
2 horas para concluir
Balancing Risk and Return
This module will help you understand the concept of risk and return, as well as ways to measure both. It will also help you have the tools to evaluate your own risk tolerance.
2 horas para concluir
7 vÃdeos (Total 29 mÃn.), 4 leituras, 4 testes
1 hora para concluir
Developing an Investment Strategy
This module will help you understand how your time horizons impact your investing strategy. It will also help you understand the difference between passive and active investing.
1 hora para concluir
3 vÃdeos (Total 13 mÃn.), 3 leituras, 3 testes
2 horas para concluir
Understanding Taxes and Fees
This module will help you understand the role of fees and taxes in investing.
2 horas para concluir
3 vÃdeos (Total 15 mÃn.), 5 leituras, 3 testes
Avaliações
- 5 stars59,37%
- 4 stars28,12%
- 3 stars9,37%
- 2 stars3,12%
Principais avaliações do FUNDAMENTALS OF INVESTING
por JC14 de jan de 2022
Really great for learning the basics! I live in Canada, so I found it a bit too American. Some glitches in the Week 4 videos. Overall v helpful course.
por A9 de jul de 2021
This was a fabulous course! I really enjoyed having access to all this new-to-me information!
por SS19 de fev de 2022
Informative course for novice investors. I enjoyed it and learned a lot.
Sobre Programa de cursos integrados The Fundamentals of Personal Finance
This Specialization is intended for anyone looking to take control of their finances. Through these five courses, you will cover a variety of personal finance topics, including budgets, investing, and managing risk. The readings, videos, and activities will prepare you to understand the current state of your money, as well as take actions to work toward your financial goals. This specialization is geared towards learners in the United States of America.
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