Go BackInvesting Fundamentals: Organizing

Synopsis
Investing Fundamentals: Organizing explains to users how to determine their financial situations and make plans for investment funds.

Audience
This course is for anyone who is interested in learning more about the ways to grow their money using stocks, bonds, and mutual funds.

Time
4 hours

Product Code: IVFC02
After completing Investing Fundamentals: Organizing, the user should be able to:

Examine net worth
Select records for storage
Maintain and use cash reserves
Set financial goals
Get more information about investments

Looking at Net Worth
Getting organized financially
Judging assets and debts
Examining Social Security
Examining your retirement plan

Learning from Net Worth
Analyzing worksheet results
Setting a budget
Reducing expenses
Saving documents

Keeping Cash
Creating emergency cash reserves
Investing for an emergency
Finding other emergency funds

Making Cash Reserves Work
Examining money market funds
Examining certificates of deposit
Examining U.S. Treasury bills

Setting Financial Goals
Identifying your goals
Getting started

Learning More
Continuing your investing education
Finding financial information

This course has the following features:

Exercises that allow users to explore how a course topic applies to their own real-world situations
A file containing the text of the worksheets
A course index
A glossary
A Skill Assessment


 

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