Course Name: Equity Investing Essentials

CPE Credits: 2 credits

Type: Text/PDF (Downloadable)

Exam: Passing grade (70%)

Price: $18

This course describes the various equity vehicles that are available, from the purchase of individual stocks to investing in a limited partnership. Investment approaches for common stocks as well as the analytical tools and definitions used in evaluating them are covered. The risks faced and indexes that may be used in choosing the investment portfolio are included. Topics such as diversification of the portfolio, market timing, portfolio design, and do-it-yourself investing versus using a financial advisor are discussed.