Personal Finance #11-Stock Investment - Equity Investments

From basics to advanced equity strategies, our stock investment course delivers results. Get started and invest with confidence! Read more.

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Course Skill Level
Beginner
Time Estimate
29h 7m

Robert (Bob) Steele CPA, CGMA, M.S. Tax, CPI

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About This Course

Who this course is for:

  • Beginners seeking to understand stock investing from the ground up
  • Intermediate investors looking to sharpen their strategy
  • Anyone interested in stock investment courses to diversify and grow their portfolio

What you’ll learn:

  • How stock markets work and what drives market behavior
  • Key strategies for investing in stocks, ETFs, and mutual funds
  • How to perform fundamental and technical analysis
  • Ways to evaluate stock performance, value, and associated risks
  • Global investment strategies and how to calculate returns accurately

Requirements:

  • Basic understanding of investments concepts is helpful
  • A willingness to engage with practical tools and case-based learning

Achieve Financial Prosperity and Build a High-Performing Investment Portfolio!

This stock investment course is designed to guide you through the essentials of investing, from understanding stock fundamentals to applying advanced strategies. 

This course is divided into key sections that will build your knowledge and confidence step-by-step:

1. Understanding the Stock Market

Learn the basics of how the stock market operates, including the primary and secondary markets, stock exchanges, and market sentiment’s role in price movement.

2. Mastering Stock Investing

Explore the process of owning and trading stocks, with insights into various stock categories like income, value, and growth stocks. Understand how to manage commissions and fees effectively.

3. Exploring Investment Vehicles

Delve into individual stocks, ETFs, and mutual funds, understanding their unique features, structures, and how each option aligns with your financial goals.

4. Mastering Stock Fundamentals

Develop the skills to analyze a company’s financial health, including interpreting financial statements and conducting comprehensive fundamental analysis.

5. Analyzing Stocks Like a Pro

Unlock the power of technical analysis with tools used by seasoned investors, including stock charts and technical indicators, to identify potential investment opportunities.

6. Understanding Preferred Stocks

Gain insights into various types of preferred stocks (e.g., cumulative, callable, convertible) and how to evaluate their potential in your portfolio.

7. Performance Evaluation and Risk Management

Learn to evaluate stock valuation metrics (like P/E ratios and Beta) and apply effective risk management strategies for building a diversified portfolio.

8. Strategies for Savvy Investing

Master strategies like dollar-cost averaging, value averaging, and Dividend Reinvestment Plans (DRIPs). Gain an understanding of margin buying and short selling to make smarter investment decisions.

9. Global Investment Perspectives

Expand your investment horizons by exploring international markets and learning how the International Capital Asset Pricing Model (CAPM) can impact global investments.

10. Calculating Returns with Precision

Learn the methods for calculating dividends, EPS, P/E ratios, and total returns, and gain the confidence to project future returns accurately.

Upon completing this course, you’ll have the confidence and expertise to navigate the stock market, make informed investment decisions, and strategically grow your portfolio.

Start Now and Explore My Courses To Build Your Financial & Investment Skills Today!

Our Promise to You

By the end of this course, you will have learned about Stock Investments.

10 Day Money Back Guarantee. If you are unsatisfied for any reason, simply contact us and we’ll give you a full refund. No questions asked. 

Keep Learning and Head to Our Blog Posts For More Actionable Tips and Advanced Strategies!

Course Curriculum

Section 1 - Presentations - Equity Investing
Stock Market 00:00:00
Primary And Secondary Markets 00:00:00
How To Buy And Sell Stocks 00:00:00
Trading Hours 00:00:00
Stock Exchanges 00:00:00
Stock Investing Introduction 00:00:00
What Owning Stock Means 00:00:00
Trading A Stock 00:00:00
Selling Stock 00:00:00
Income, Value, And Growth Stocks 00:00:00
Stock Commissions And Fees 00:00:00
Brokerage Account 00:00:00
Investing Vs. Trading 00:00:00
Stock Vs. ETF 00:00:00
Mutual Fund Vs. Stock 00:00:00
ETF Vs. Mutual Fund 00:00:00
Options And Futures 00:00:00
Investment Returns Calculation 00:00:00
Corporate Actions 00:00:00
Stock Sectors 00:00:00
Analyze A Company's Financial Position 00:00:00
Technical Analysis 00:00:00
Stock Split 00:00:00
Reverse Stock Split 00:00:00
Preferred Stock 00:00:00
Convertible Preferred Stock 00:00:00
Cumulative Preferred Stock 00:00:00
Perpetual Preferred Stock 00:00:00
Callable Preferred Stock 00:00:00
Adjustable-Rate Preferred Stock (ARPS) 00:00:00
Participating Preferred Stock 00:00:00
Earnings Season 00:00:00
Earnings Per Share (EPS) 00:00:00
Diluted Earnings Per Share (Diluted EPS) 00:00:00
Cash Earnings Per Share (Cash EPS) 00:00:00
Forward Dividend Yield 00:00:00
Price-To-Earnings (P E) Ratio 00:00:00
Dollar-Cost Averaging 00:00:00
Value Averaging 00:00:00
Forward Price-To-Earnings (Forward PE) 00:00:00
Beta Calculation 00:00:00
Book Value Per Share (BVPS) 00:00:00
Dividend Discount Model – DDM 00:00:00
Dividend Reinvestment Plan (DRIP) 00:00:00
Buying On Margin 00:00:00
Short Selling 00:00:00
Capital Asset Pricing Model (CAPM) 00:00:00
Section 2 - Practice Probs. - Equity Investing
Dividend Income Estimation 00:00:00
Book Value Per Share (OneNote) 00:00:00
Calculating Dividend Payments 00:00:00
Dividends & Gains On Investment Calculation 00:00:00
Earnings Per Share & Price Earnings Ratio 00:00:00
Even Investment Stock Portfolio Calculation 00:00:00
Estimated Future Dividends & EPS 00:00:00
Stock Price Calculation Assuming Constant Dividends & No Growth 00:00:00
Stock Price Calculation Assuming Constant Growth & Dividends 00:00:00
Estimated Stock ROI Assuming Constant Dividends & Growth 00:00:00
Preferred Stock Current Yield & Price Calculation 00:00:00
Stock Split Vs. Stock Dividends 00:00:00
Dividend Yield, EPS, PE, & Payout Ratio 00:00:00
Section 3 - Excel Probs. - Equity Investing
Dividend Income Estimation 00:00:00
Book Value Per Share 00:00:00
Calculating Dividend Payments 00:00:00
Dividends And Gains On Investment Calculation 00:00:00
Earnings Per Share And Price Earnings Ratio 00:00:00
Estimated Future Dividends & EPS 00:00:00
Preferred Stock Current Yield & Price Calculation 00:00:00
Stock Price Calculation Assuming Constant Dividends & No Growth 00:00:00
Even Investment Stock Portfolio Calculation 00:00:00
Stock Price Calculation Assuming Constant Growth & Dividends 00:00:00
Estimated Stock ROI Assuming Constant Dividends & Growth 00:00:00
Stock Split Vs. Stock Dividends 00:00:00
Dividend Yield, EPS, PE, & Payout Ratio 00:00:00
Section 4 - Presentations - Mutual Funds
Open-End Fund 00:00:00
Net Asset Value (NAV) 00:00:00
Load Fund 00:00:00
No - Load Fund 00:00:00
Management Fee 00:00:00
12b-1 Fund 00:00:00
Expense Ratio 00:00:00
Types Of Mutual Funds Overview 00:00:00
Money Market Funds 00:00:00
Bond Funds 00:00:00
Balanced Funds 00:00:00
Stock Funds 00:00:00
International Funds 00:00:00
Sector & Specialty Funds 00:00:00
Aggressive Growth Fund 00:00:00
Growth Fund 00:00:00
Income Fund 00:00:00
Small-Cap 00:00:00
Midcap Fund 00:00:00
Large Cap (Big Cap) 00:00:00
Global Fund 00:00:00
Regional Fund 00:00:00
Index Funds 00:00:00
International Fund 00:00:00
Socially Responsible Mutual Funds 00:00:00
Asset Allocation Fund 00:00:00
Fund Of Funds (FOF) 00:00:00
Balanced Fund 00:00:00
Family Of Funds 00:00:00
Section 5 - Practice Probs. - Mutual Funds
Mutual Fund Net Asset Value Per Share 00:00:00
Mutual Fund Commission Load Front End Load 00:00:00
Mutual Fund Contingent Deferred Sales Load 00:00:00
Mutual Fund Gain Loss, Dividend Income & Capital Gain Distribution 00:00:00
Mutual Fund Gain Loss Calculation 00:00:00
Mutual Fund Periodic Investment Average Cost Calculation 00:00:00
Section 6 - Excel Probs. - Mutual Funds
Mutual Fund Net Asset Value Per Share 00:00:00
Mutual Fund Commission Load Front End Load 00:00:00
Mutual Fund Contingent Deferred Sales Load 00:00:00
Mutual Fund Gain Loss Calculation 00:00:00
Mutual Fund Periodic Investment Average Cost Calculation 00:00:00
Mutual Fund Gain Loss, Dividend Income, & Capital Gain Distribution 00:00:00

About This Course

Who this course is for:

  • Beginners seeking to understand stock investing from the ground up
  • Intermediate investors looking to sharpen their strategy
  • Anyone interested in stock investment courses to diversify and grow their portfolio

What you’ll learn:

  • How stock markets work and what drives market behavior
  • Key strategies for investing in stocks, ETFs, and mutual funds
  • How to perform fundamental and technical analysis
  • Ways to evaluate stock performance, value, and associated risks
  • Global investment strategies and how to calculate returns accurately

Requirements:

  • Basic understanding of investments concepts is helpful
  • A willingness to engage with practical tools and case-based learning

Achieve Financial Prosperity and Build a High-Performing Investment Portfolio!

This stock investment course is designed to guide you through the essentials of investing, from understanding stock fundamentals to applying advanced strategies. 

This course is divided into key sections that will build your knowledge and confidence step-by-step:

1. Understanding the Stock Market

Learn the basics of how the stock market operates, including the primary and secondary markets, stock exchanges, and market sentiment’s role in price movement.

2. Mastering Stock Investing

Explore the process of owning and trading stocks, with insights into various stock categories like income, value, and growth stocks. Understand how to manage commissions and fees effectively.

3. Exploring Investment Vehicles

Delve into individual stocks, ETFs, and mutual funds, understanding their unique features, structures, and how each option aligns with your financial goals.

4. Mastering Stock Fundamentals

Develop the skills to analyze a company’s financial health, including interpreting financial statements and conducting comprehensive fundamental analysis.

5. Analyzing Stocks Like a Pro

Unlock the power of technical analysis with tools used by seasoned investors, including stock charts and technical indicators, to identify potential investment opportunities.

6. Understanding Preferred Stocks

Gain insights into various types of preferred stocks (e.g., cumulative, callable, convertible) and how to evaluate their potential in your portfolio.

7. Performance Evaluation and Risk Management

Learn to evaluate stock valuation metrics (like P/E ratios and Beta) and apply effective risk management strategies for building a diversified portfolio.

8. Strategies for Savvy Investing

Master strategies like dollar-cost averaging, value averaging, and Dividend Reinvestment Plans (DRIPs). Gain an understanding of margin buying and short selling to make smarter investment decisions.

9. Global Investment Perspectives

Expand your investment horizons by exploring international markets and learning how the International Capital Asset Pricing Model (CAPM) can impact global investments.

10. Calculating Returns with Precision

Learn the methods for calculating dividends, EPS, P/E ratios, and total returns, and gain the confidence to project future returns accurately.

Upon completing this course, you’ll have the confidence and expertise to navigate the stock market, make informed investment decisions, and strategically grow your portfolio.

Start Now and Explore My Courses To Build Your Financial & Investment Skills Today!

Our Promise to You

By the end of this course, you will have learned about Stock Investments.

10 Day Money Back Guarantee. If you are unsatisfied for any reason, simply contact us and we’ll give you a full refund. No questions asked. 

Keep Learning and Head to Our Blog Posts For More Actionable Tips and Advanced Strategies!

Course Curriculum

Section 1 - Presentations - Equity Investing
Stock Market 00:00:00
Primary And Secondary Markets 00:00:00
How To Buy And Sell Stocks 00:00:00
Trading Hours 00:00:00
Stock Exchanges 00:00:00
Stock Investing Introduction 00:00:00
What Owning Stock Means 00:00:00
Trading A Stock 00:00:00
Selling Stock 00:00:00
Income, Value, And Growth Stocks 00:00:00
Stock Commissions And Fees 00:00:00
Brokerage Account 00:00:00
Investing Vs. Trading 00:00:00
Stock Vs. ETF 00:00:00
Mutual Fund Vs. Stock 00:00:00
ETF Vs. Mutual Fund 00:00:00
Options And Futures 00:00:00
Investment Returns Calculation 00:00:00
Corporate Actions 00:00:00
Stock Sectors 00:00:00
Analyze A Company's Financial Position 00:00:00
Technical Analysis 00:00:00
Stock Split 00:00:00
Reverse Stock Split 00:00:00
Preferred Stock 00:00:00
Convertible Preferred Stock 00:00:00
Cumulative Preferred Stock 00:00:00
Perpetual Preferred Stock 00:00:00
Callable Preferred Stock 00:00:00
Adjustable-Rate Preferred Stock (ARPS) 00:00:00
Participating Preferred Stock 00:00:00
Earnings Season 00:00:00
Earnings Per Share (EPS) 00:00:00
Diluted Earnings Per Share (Diluted EPS) 00:00:00
Cash Earnings Per Share (Cash EPS) 00:00:00
Forward Dividend Yield 00:00:00
Price-To-Earnings (P E) Ratio 00:00:00
Dollar-Cost Averaging 00:00:00
Value Averaging 00:00:00
Forward Price-To-Earnings (Forward PE) 00:00:00
Beta Calculation 00:00:00
Book Value Per Share (BVPS) 00:00:00
Dividend Discount Model – DDM 00:00:00
Dividend Reinvestment Plan (DRIP) 00:00:00
Buying On Margin 00:00:00
Short Selling 00:00:00
Capital Asset Pricing Model (CAPM) 00:00:00
Section 2 - Practice Probs. - Equity Investing
Dividend Income Estimation 00:00:00
Book Value Per Share (OneNote) 00:00:00
Calculating Dividend Payments 00:00:00
Dividends & Gains On Investment Calculation 00:00:00
Earnings Per Share & Price Earnings Ratio 00:00:00
Even Investment Stock Portfolio Calculation 00:00:00
Estimated Future Dividends & EPS 00:00:00
Stock Price Calculation Assuming Constant Dividends & No Growth 00:00:00
Stock Price Calculation Assuming Constant Growth & Dividends 00:00:00
Estimated Stock ROI Assuming Constant Dividends & Growth 00:00:00
Preferred Stock Current Yield & Price Calculation 00:00:00
Stock Split Vs. Stock Dividends 00:00:00
Dividend Yield, EPS, PE, & Payout Ratio 00:00:00
Section 3 - Excel Probs. - Equity Investing
Dividend Income Estimation 00:00:00
Book Value Per Share 00:00:00
Calculating Dividend Payments 00:00:00
Dividends And Gains On Investment Calculation 00:00:00
Earnings Per Share And Price Earnings Ratio 00:00:00
Estimated Future Dividends & EPS 00:00:00
Preferred Stock Current Yield & Price Calculation 00:00:00
Stock Price Calculation Assuming Constant Dividends & No Growth 00:00:00
Even Investment Stock Portfolio Calculation 00:00:00
Stock Price Calculation Assuming Constant Growth & Dividends 00:00:00
Estimated Stock ROI Assuming Constant Dividends & Growth 00:00:00
Stock Split Vs. Stock Dividends 00:00:00
Dividend Yield, EPS, PE, & Payout Ratio 00:00:00
Section 4 - Presentations - Mutual Funds
Open-End Fund 00:00:00
Net Asset Value (NAV) 00:00:00
Load Fund 00:00:00
No - Load Fund 00:00:00
Management Fee 00:00:00
12b-1 Fund 00:00:00
Expense Ratio 00:00:00
Types Of Mutual Funds Overview 00:00:00
Money Market Funds 00:00:00
Bond Funds 00:00:00
Balanced Funds 00:00:00
Stock Funds 00:00:00
International Funds 00:00:00
Sector & Specialty Funds 00:00:00
Aggressive Growth Fund 00:00:00
Growth Fund 00:00:00
Income Fund 00:00:00
Small-Cap 00:00:00
Midcap Fund 00:00:00
Large Cap (Big Cap) 00:00:00
Global Fund 00:00:00
Regional Fund 00:00:00
Index Funds 00:00:00
International Fund 00:00:00
Socially Responsible Mutual Funds 00:00:00
Asset Allocation Fund 00:00:00
Fund Of Funds (FOF) 00:00:00
Balanced Fund 00:00:00
Family Of Funds 00:00:00
Section 5 - Practice Probs. - Mutual Funds
Mutual Fund Net Asset Value Per Share 00:00:00
Mutual Fund Commission Load Front End Load 00:00:00
Mutual Fund Contingent Deferred Sales Load 00:00:00
Mutual Fund Gain Loss, Dividend Income & Capital Gain Distribution 00:00:00
Mutual Fund Gain Loss Calculation 00:00:00
Mutual Fund Periodic Investment Average Cost Calculation 00:00:00
Section 6 - Excel Probs. - Mutual Funds
Mutual Fund Net Asset Value Per Share 00:00:00
Mutual Fund Commission Load Front End Load 00:00:00
Mutual Fund Contingent Deferred Sales Load 00:00:00
Mutual Fund Gain Loss Calculation 00:00:00
Mutual Fund Periodic Investment Average Cost Calculation 00:00:00
Mutual Fund Gain Loss, Dividend Income, & Capital Gain Distribution 00:00:00

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