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.
提供方
課程信息
10,352 次近期查看
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可分享的證書
完成後獲得證書
100% 在線
立即開始，按照自己的計劃學習。
第 4 門課程（共 5 門）
初級
Regardless of educational background, this course is for the novice investor looking to better understand the topic.
完成時間大約為7 小時
英語（English）
字幕：英語（English）
您將獲得的技能
- Investment Fees
- Diversification
- Active vs. Passive Investing
- Risk Aversion
- Investment
可靈活調整截止日期
根據您的日程表重置截止日期。
可分享的證書
完成後獲得證書
100% 在線
立即開始，按照自己的計劃學習。
第 4 門課程（共 5 門）
初級
Regardless of educational background, this course is for the novice investor looking to better understand the topic.
完成時間大約為7 小時
英語（English）
字幕：英語（English）
提供方
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.
授課大綱 - 您將從這門課程中學到什麼
完成時間為 3 小時
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.
完成時間為 3 小時
14 個視頻 （總計 55 分鐘）, 7 個閱讀材料, 5 個測驗
完成時間為 2 小時
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.
完成時間為 2 小時
7 個視頻 （總計 29 分鐘）, 4 個閱讀材料, 4 個測驗
完成時間為 1 小時
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.
完成時間為 1 小時
3 個視頻 （總計 13 分鐘）, 3 個閱讀材料, 3 個測驗
完成時間為 2 小時
Understanding Taxes and Fees
This module will help you understand the role of fees and taxes in investing.
完成時間為 2 小時
3 個視頻 （總計 15 分鐘）, 5 個閱讀材料, 3 個測驗
審閱
- 5 stars59.37%
- 4 stars28.12%
- 3 stars9.37%
- 2 stars3.12%
來自FUNDAMENTALS OF INVESTING的熱門評論
由 JC 提供2022年1月14日
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.
由 A 提供2021年7月9日
This was a fabulous course! I really enjoyed having access to all this new-to-me information!
由 SS 提供2022年2月19日
Informative course for novice investors. I enjoyed it and learned a lot.
關於 The Fundamentals of Personal Finance 專項課程
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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