This class gives you a basic level of knowledge on investments and provides you a greater ability to make informed investment decisions. Subjects are covered:
* Basics of financial accounts, stocks, bonds and
mutual funds
* Mutual fund fees and expenses
* Five sources of risk and how to manage them
* Levels of risk and return for various investments
* Determine which types of investments match your
objectives
* Asset diversification, allocation and rebalancing of
assets in an investment portfolio
* Essential guidelines and common mistakes to avoid
You will be provided a workbook you can take home for future reference. Instructor: Certified Financial
Planner from Financial Knowledge