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Unlocking Financial Success: Mastering Stocks, Equities, and Mutual Funds

What you will learn

Stock Market Fundamentals: Gain a comprehensive understanding of how the stock market operates, including primary and secondary markets & trading hours

Effective Buying and Selling: Learn the intricacies of buying and selling stocks efficiently, from executing trades to managing your investments effectively.

Investment Goals and Strategies: Develop a strategic approach to stock investing aligned with your personal financial goals and risk tolerance.

Brokerage Account Management: Discover the key elements of managing a brokerage account, including account types, fees, and account maintenance.

Differentiating Investment Approaches: Differentiate between investment and trading strategies, and understand the distinctions between stocks, ETFs, and mutual

Advanced Investment Instruments: Explore advanced investment instruments such as options, futures, and their role in a diversified portfolio.

Corporate Actions Impact: Understand how corporate actions, such as dividends, stock splits, and preferred stock issuance, impact your investment portfolio.

Analyzing Company Financials: Develop the skills to analyze a company’s financial position, evaluate stock sectors, and make informed investment decisions.

Technical Analysis Mastery: Dive into technical analysis techniques to identify trends, patterns, and potential investment opportunities in stock trading.

Advanced Stock Concepts: Explore advanced stock concepts like convertible preferred stock, cumulative preferred stock, and earnings per share (EPS).

Financial Metric Proficiency: Master financial metrics including price-to-earnings (P/E) ratio, beta, and book value per share (BVPS)

Valuation Models: Gain expertise in valuation models such as the Dividend Discount Model (DDM) and learn investment strategies like dollar-cost averaging.

Dividend Reinvestment: Discover the benefits of dividend reinvestment plans (DRIP) and their impact on long-term investment growth.

Leveraging Margin and Short Selling: Explore advanced strategies like buying on margin and short selling to maximize investment opportunities.

Global Investment Strategies: Understand international investing using tools like the Capital Asset Pricing Model (CAPM) for diversified portfolios.

Dividend Income Estimation: Calculate crucial financial metrics including dividend yield, forward P/E ratio, and payout ratio.

Portfolio Optimization: Learn to optimize a diversified stock portfolio effectively by applying advanced techniques.

Asset Allocation Strategies: Explore asset allocation strategies for risk management and investment diversification.

Market Analysis: Apply technical and fundamental analysis to make informed investment decisions in varying market conditions.

Risk Management: Develop strategies to manage investment risks, including strategies for income, value, and growth stocks.

Investment Psychology: Understand the psychological aspects of investing and learn to make rational decisions amid market fluctuations.

Investment Regulations: Familiarize yourself with relevant investment regulations and ethical considerations in stock investing.

Description

Welcome to this comprehensive course designed to empower you with the knowledge and skills required to navigate the intricate world of investing in stocks, equities, and mutual funds.

Understanding the Stock Market:

Our journey begins with a deep dive into the stock market. You’ll gain a profound understanding of both primary and secondary markets, learning how stocks are bought and sold. Explore the fascinating inner workings of various stock exchanges, from their trading hours to their unique characteristics. Gain insight into the psychology of market participants and how market sentiment influences stock prices.

Mastering Stock Investing:

In this section, we demystify stock investing. Discover what it means to own a share in a company and learn the intricacies of trading stocks. We’ll guide you through the process of selling your stock holdings and provide valuable insights into different stock categories, including income, value, and growth stocks. You’ll also become well-versed in handling commissions and fees effectively.

Exploring Investment Vehicles:

Dive into the diverse array of investment options available. Navigate the world of individual stocks, exchange-traded funds (ETFs), and mutual funds. By understanding the unique features of each choice, you’ll be equipped to make investment decisions aligned with your financial objectives. Explore how ETFs and mutual funds are structured, how they are traded, and their advantages and disadvantages.

Mastering Stock Fundamentals:

Develop the skills to analyze a company’s financial health confidently. We’ll explore both quantitative and qualitative methods for assessing a company’s performance. Gain insights into stock sectors and learn how to interpret financial statements with precision. Learn how to conduct comprehensive fundamental analysis, including evaluating a company’s income statement, balance sheet, and cash flow statement.

Analyzing Stocks Like a Pro:

Equip yourself with the tools used by seasoned investors. Unlock the potential of technical analysis and learn how to apply it to your investment strategies. Delve into the implications of corporate actions, such as stock splits and reverse stock splits, to make informed decisions. Learn how to use stock charts, technical indicators, and chart patterns to identify potential investment opportunities.

Understanding Preferred Stocks:

Venture into the world of preferred stocks. Discover various types, including cumulative, callable, and convertible preferred stocks. Gain insights into perpetual and adjustable-rate preferred stocks, broadening your investment horizons. Explore how preferred stocks differ from common stocks and bonds, and how to evaluate their suitability for your portfolio.


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Performance Evaluation and Risk Management:

Learn to navigate stock valuation complexities. Master the art of calculating key metrics like Price-to-Earnings (P/E) ratios, Price/Earnings-to-Growth (PEG) ratios, and Beta. Dive deep into the Dividend Discount Model (DDM) to assess stock values accurately. Understand how to assess the risk associated with individual stocks and build a diversified portfolio to manage risk effectively.

Strategies for Savvy Investing:

Explore essential investment strategies like dollar-cost averaging and value averaging. Dive into Dividend Reinvestment Plans (DRIPs) and gain an in-depth understanding of buying on margin and short selling to make well-informed investment decisions. Learn about different investment styles, including value investing, growth investing, and income investing, and how to apply them to your portfolio.

Global Investment Perspectives:

Expand your investment horizons globally. Dive into the International Capital Asset Pricing Model (CAPM) and discover how to estimate dividend income effectively in a global context. Understand the factors that influence international stock markets and how to assess opportunities and risks when investing internationally.

Calculating Returns with Precision:

Unlock the secrets of investment returns. Learn how to calculate dividends, earnings per share (EPS), and the price-earnings ratio (P/E ratio) with precision. Explore various methods for projecting future returns with confidence. Understand the concept of total return and how it can impact your investment decisions.

Join Us on a Journey to Financial Prosperity:

This comprehensive course caters to both beginners and those with prior investment knowledge. Whether you aspire to build wealth, seek to grasp the intricacies of financial markets, or enhance your investment skills, this course is your gateway to success.

Embark on a Path to Investment Expertise:

Get ready to embark on a path toward financial prosperity and investment expertise. Enroll now and take the first step toward securing your financial future. Don’t miss this opportunity to master the art of investing in stocks and mutual funds and gain the financial knowledge you need for a successful future. Start your journey today!

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Content

PP-Stock Investment -Equity Investments

12010 Stock Market
12020 Primary and Secondary Markets
12030 How to Buy and Sell Stocks
12040 Trading Hours
12050 Stock Exchanges
12060 Stock Investing Introduction
12070 What Owning Stock Means
12080 Trading a Stock
12090 Selling Stock
12100 Income, Value, and Growth Stocks
12110 Stock Commissions and Fees
12120 Brokerage Account
12130 Investing vs. Trading
12140 Stock vs. ETF
12150 Mutual Fund vs Stock
12160 ETF vs. Mutual Fund
12170 Options and Futures
12190 Investment Returns Calculation
12200 Corporate Actions
12210 Dividends
12220 Fundamentals of Stock
12240 Stock Sectors
12250 Analyze a Company’s Financial Position
12260 Technical Analysis
12270 Stock Split
12280 Reverse Stock Split
12290 Preferred Stock
12300 Convertible Preferred Stock
12310 Cumulative Preferred Stock
12320 Perpetual Preferred Stock
12330 Callable Preferred Stock
12340 Adjustable-Rate Preferred Stock (ARPS)
12360 Participating Preferred Stock
12370 Earnings Season
12380 Earnings Per Share (EPS)
12400 Diluted Earnings per Share (Diluted EPS)
12410 Cash Earnings Per Share (Cash EPS)
12420 Dividend Yield
12430 Forward Dividend Yield
12440 Price-to-Earnings (P E) Ratio
12450 Forward Price-to-Earnings (Forward P E)
12460 Beta
12470 Book Value Per Share (BVPS)
12480 Dividend Discount Model – DDM
12490 Dollar-Cost Averaging
12500 Value Averaging
12520 Dividend Reinvestment Plan (DRIP)
12530 Buying on Margin
12540 Short Selling
12550 International Capital Asset Pricing Model (CAPM)

Practice Probs. – Stocks – Equity Investing

OneNote Resource
12010 Dividend Income Estimation
12011 Book Value Per Share
12020 Calculating Dividend Payments
12040 Dividends & Gains on Investment Calculation
12070 Earnings Per Share & Price Earnings Ratio
12112 Even Investment Stock Portfolio Calculation
12210 Stock Price Calculation Assuming Constant Dividends & No Growth
12220 Stock Price Calculation Assuming Constant Growth & Dividends
12230 Estimated Future Dividends & EPS
12240 Estimated Stock ROI Assuming Constant Dividends & Growth
12260 Preferred Stock Current Yield & Price Calculation
12270 Stock Split vs Stock Dividends
12280 Dividend Yield, EPS, PE, & Payout Ratio

Excel Probs. – Stocks – Equity Investing

12010 Dividend Income Estimation
12011 Book Value Per Share
12020 Calculating Dividend Payments
12040 Dividends & Gains on Investment Calculation
12070 Earnings Per Share & Price Earnings Ratio
12112 Even Investment Stock Portfolio Calculation
12210 Stock Price Calculation Assuming Constant Dividends & No Growth
12220 Stock Price Calculation Assuming Constant Growth & Dividends
12230 Estimated Future Dividends & EPS
12240 Estimated Stock ROI Assuming Constant Dividends & Growth
12260 Preferred Stock Current Yield & Price Calculation
12270 Stock Split vs Stock Dividends
12280 Dividend Yield, EPS, PE, & Payout Ratio

PP-Funds

13030 Open-End Fund
13040 Net Asset Value (NAV)
13050 Load Fund
13060 No-Load fund
13070 Management fee
13080 12b-1 fees
13090 Expense Ratio
13100 Type of Mutual Funds Overview
13110 Money Market Funds
13120 Bond Funds
13130 Balanced Funds
13140 Stock funds
13150 International funds
13160 Sector & specialty funds
13170 Aggressive Growth Fund
13180 Growth Fund
13190 Income Fund
13200 Small-Cap
13210 Midcap Fund
13220 Large Cap (Big Cap)
13230 Global Fund
13240 Regional Fund
13250 International Fund
13260 Index Funds
13270 Sector Fund
13280 Socially Responsible Mutual Funds
13290 Asset Allocation Fund
13300 Balanced Fund
13310 Fund of Funds (FOF)
13320 Life-Cycle Fund
13340 Family of Funds

Practice Probs. – Mutual Funds

OneNote Resource
13010 Mutual Fund Net Asset Value Per Share
13020 Mutual Fund Commission Load Front End Load
13030 Mutual Fund Contingent Deferred Sales Load
13110 Mutual Fund Gain Loss Calculation
13111 Mutual Fund Gain Loss, Dividend Income, & Capital Gain Distribution
13111 Mutual Fund Periodic Investment Average Cost Calculation

Excel Probs. – Mutual Funds

13010 Mutual Fund Net Asset Value Per Share
13020 Mutual Fund Commission Load Front End Load
13030 Mutual Fund Contingent Deferred Sales Load
13110 Mutual Fund Gain Loss Calculation
13111 Mutual Fund Gain Loss, Dividend Income, & Capital Gain Distribution
13111 Mutual Fund Periodic Investment Average Cost Calculation