Get Smart about Investing

In this two-day, one-of-a-kind course, participants will be learning practical advice to help them better understand investing and make the best possible investment decisions for their situation. We will start this program with an overview of investing including: stocks, bonds, mutual funds, annuities, real estate, and alternative investments. Along the way we will also cover issues that are very important to many investors such as investing for retirement and college education and working with a financial advisor.

With pensions going away, the uncertain future of social security and important goals like retirement, college education and buying a home harder and harder to reach; never before has there been more riding on the personal investment decisions of individuals. By the end of this class participants will improve their understanding of investing and feel more confident in making investment decisions for their own situation.

No sessions currently available. Contact client services to get the next available date.
Newcomers to investing, individual investors, corporate employees investing for retirement and others who want a basic understanding of investing.
No advance preparation required.
Students will be able to:
  • How should you go about creating your own investment plan
  • Is your portfolio sufficiently diversified
  • Should you be investing in individual stocks or mutual funds
  • How much money will you need to retire
  • How to invest using a 401k or IRA
  • Do you need a financial advisor
  • What's the best way to save and invest for college
  • How much investment risk is smart for you
None
  • Stock Investing for Professionals
  • Essentials of Portfolio Management
    • Day 1 - Understanding Investments

    • Investing overview
    • Power of compounding
    • Mutual funds
    • Creating an investment plan

    Day 2 - Investing Applications

    • Investing for retirement
    • Understanding annuities
    • Saving for college
    • Understanding real estate as an investment
    • Alternative investments
    • Choosing a financial advisor

    Clients who register for this course will receive a complimentary 6 month subscription to the Financial Times and FT.com. The Financial Times is the world's most respected financial newspaper providing a broad assessment on finance, business and the industrial sector. Subscriptions will start within 6-8 weeks of the application process, and are limited to one per client. For questions about your subscriptions call 800-628-8088 or email uscirculation@ft.com. US and Canada enrollees only.

    Lunch included for all students taking day classes.