Go BackInvesting Fundamentals: Planning

Synopsis
Investing Fundamentals: Planning explains how to prepare for the future with the help of investing.

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: IVFC06
After completing Investing Fundamentals: Planning, the user should be able to:

Invest for retirement
Invest for college costs
Choose a life insurance policy
Choose disability and long-term care insurance

Planning for Retirement
Creating a strategy for retirement investing
Deciding how much to save
Choosing investment methods

Using IRAs
When to invest in IRAs
How to use IRAs

Using 401(k) Plans
Explaining 401(k) plans
Choosing a 401(k) plan

Planning for College
Using mutual funds
Using zero coupon bonds
Using prepaid tuition

Life Insurance
Understanding life insurance
Term life insurance

Cash Value Insurance Policies
Understanding cash value policies
Getting help on cash value policies
When to switch policies

Disability Insurance
The importance of disability insurance
How to get disability insurance
Choosing a policy

Long-Term Care Insurance
When to buy long-term care insurance
Costs of long-term care insurance
Choosing a policy
The effect of taxes

A typical 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 exercises
Simulations that allow users to practice course skills, even if they don't have access to the real application
A course index
A glossary
A Skill Assessment


 

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