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.
제공자:
이 강좌에 대하여
최근 조회 9,845회
유연한 마감일
일정에 따라 마감일을 재설정합니다.
공유 가능한 수료증
완료 시 수료증 획득
100% 온라인
지금 바로 시작해 나만의 일정에 따라 학습을 진행하세요.
다음 특화 과정의 5개 강좌 중 4번째 강좌:
초급 단계
Regardless of educational background, this course is for the novice investor looking to better understand the topic.
완료하는 데 약 7시간 필요
영어
자막: 영어
귀하가 습득할 기술
- Investment Fees
- Diversification
- Active vs. Passive Investing
- Risk Aversion
- Investment
유연한 마감일
일정에 따라 마감일을 재설정합니다.
공유 가능한 수료증
완료 시 수료증 획득
100% 온라인
지금 바로 시작해 나만의 일정에 따라 학습을 진행하세요.
다음 특화 과정의 5개 강좌 중 4번째 강좌:
초급 단계
Regardless of educational background, this course is for the novice investor looking to better understand the topic.
완료하는 데 약 7시간 필요
영어
자막: 영어
제공자:
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.
강의 계획표 - 이 강좌에서 배울 내용
완료하는 데 3시간 필요
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.
완료하는 데 3시간 필요
14개 동영상 (총 55분), 7 개의 읽기 자료, 5 개의 테스트
완료하는 데 2시간 필요
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.
완료하는 데 2시간 필요
7개 동영상 (총 29분), 4 개의 읽기 자료, 4 개의 테스트
완료하는 데 1시간 필요
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.
완료하는 데 1시간 필요
3개 동영상 (총 13분), 3 개의 읽기 자료, 3 개의 테스트
완료하는 데 2시간 필요
Understanding Taxes and Fees
This module will help you understand the role of fees and taxes in investing.
완료하는 데 2시간 필요
3개 동영상 (총 15분), 5 개의 읽기 자료, 3 개의 테스트
검토
- 5 stars63.33%
- 4 stars26.66%
- 3 stars6.66%
- 2 stars3.33%
FUNDAMENTALS OF INVESTING의 최상위 리뷰
JC 제공2022년 1월 14일
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.
A 제공2021년 7월 9일
This was a fabulous course! I really enjoyed having access to all this new-to-me information!
SS 제공2022년 2월 19일
Informative course for novice investors. I enjoyed it and learned a lot.
The Fundamentals of Personal Finance 특화 과정 정보
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.
자주 묻는 질문
강의 및 과제를 언제 이용할 수 있게 되나요?
이 전문 분야를 구독하면 무엇을 이용할 수 있나요?
재정 지원을 받을 수 있나요?
궁금한 점이 더 있으신가요? 학습자 도움말 센터를 방문해 보세요.
