Fundamentals of Investing
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Fundamentals of Investing
This course is part of The Fundamentals of Personal Finance Specialization
Instructor: Brian Walsh
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There are 4 modules in this course
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 PLANNER™ 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.
Whether you are just getting started investing or want to play a more active role in your investment decisions, this course can provide you the knowledge to feel comfortable in the investing decisions you make for yourself and your family. This course is geared towards learners in the United States of America.
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.
What's included
14 videos7 readings5 assignments
14 videos•Total 54 minutes
- Introduction: Investing Basics•3 minutes
- Stock Basics•3 minutes
- Understanding Stocks•5 minutes
- Analyzing Stocks•4 minutes
- Investing in Stocks•3 minutes
- Bond Basics•3 minutes
- Understanding Bonds•4 minutes
- Analyzing Bonds•4 minutes
- Investing in Bonds•5 minutes
- What is a Mutual Fund?•3 minutes
- All-In-One Mutual Funds•4 minutes
- What is an Exchange-Traded Fund (ETF)?•3 minutes
- What is a Derivative?•5 minutes
- Equity Compensation - Stock Options•5 minutes
7 readings•Total 45 minutes
- Welcome to Fundamentals of Investing•5 minutes
- Stock Key Ratios•7 minutes
- Understanding The Yield to Maturity Formula•3 minutes
- Exchange-Traded Funds (ETFs) vs Mutual Funds: Learning the Difference•8 minutes
- A Guide to Options Trading•8 minutes
- 5 Important Options Trading Strategies•7 minutes
- How Do Employee Stock Options Work?•7 minutes
5 assignments•Total 58 minutes
- Understanding the Different Types of Investments•30 minutes
- Stock Quiz•7 minutes
- Bond Quiz•7 minutes
- Pooled Investments•6 minutes
- Derivatives •8 minutes
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.
What's included
7 videos4 readings4 assignments
7 videos•Total 27 minutes
- Understanding Investment Risk•3 minutes
- Systematic Investment Risk•4 minutes
- Unsystematic Investment Risk•3 minutes
- Measuring Investment Risk•4 minutes
- Measuring Investment Returns•4 minutes
- Investment Risk & Return•4 minutes
- Investment Risk Tolerance & How to Find Yours•5 minutes
4 readings•Total 24 minutes
- 6 Investment Risk Management Strategies•7 minutes
- What is Considered a Good Return on Investment?•5 minutes
- Suitability: Definition, How It's Measured, and How It's Used for Investing•7 minutes
- Explaining the Different Types of Asset Classes•5 minutes
4 assignments•Total 48 minutes
- Balancing Risk and Return•30 minutes
- Investment Risk Types•7 minutes
- Assessing Investment Risk •6 minutes
- Risk & Return•5 minutes
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.
What's included
3 videos3 readings3 assignments
3 videos•Total 14 minutes
- Investment Diversification Basics•5 minutes
- Active Investing•5 minutes
- Passive Investing•3 minutes
3 readings•Total 20 minutes
- What is Portfolio Management?•8 minutes
- How Often Should You Rebalance Your Portfolio? •7 minutes
- Active vs. Passive Investing•5 minutes
3 assignments•Total 42 minutes
- Developing an Investment Strategy•30 minutes
- Investment Time Horizon•6 minutes
- Passive and Active Categorization•6 minutes
This module will help you understand the role of fees and taxes in investing.
What's included
3 videos5 readings3 assignments
3 videos•Total 14 minutes
- How Investments Are Taxed•4 minutes
- Investment Fees•5 minutes
- Choosing Investment Accounts to Maximize Tax Benefits•6 minutes
5 readings•Total 28 minutes
- Everything You Need to Know About Taxes on Investment Income•5 minutes
- Investment Tax Rules Every Investor Should Know•5 minutes
- What Are the Different Types of Investment Fees?•6 minutes
- Taxes, Fees, Commissions, and Your Investments•5 minutes
- A Guide to Tax-Efficient Investing•7 minutes
3 assignments•Total 48 minutes
- Understanding Taxes and Fees•30 minutes
- Investment Income•10 minutes
- Quick Fee Calculations/Savings•8 minutes
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Reviewed on Apr 22, 2025
Like that after each quiz, there is an explanation to the multiple choice and what video to review for that question.
Reviewed on May 21, 2025
There was great information, but the videos were very glitchy.
Reviewed on Feb 19, 2022
Informative course for novice investors. I enjoyed it and learned a lot.
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