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Investing Fundamentals Training


This series covers basic investing information and strategies. Fundamental topics covered include planning your financial goals, budgeting, managing diversification and risk, and options for retirement savings. Organization of finances is covered in detai

This Investing Fundamentals online training series provides over 22 hours of self-paced courseware. This web-based training provides 6 months of unlimited access to all of the following lessons:

1 . Bonds
2 . Mutual Funds
3 . Organizing
4 . Planning
5 . Stocks
6 . The Basics

Lesson Detail:

This course explains how to choose and invest in bonds. Each type of bond (U.S. Treasuries, U.S. government agency bonds, municipal bonds, and corporate bonds) is explained and the unique advantages and disadvantages are described.

  • Introducing Bonds
  • U.S. Bonds
  • Municipal Bonds
  • Corporate Bonds
  • Researching and Buying Bonds

Mutual Funds
This course explains to users how to choose and invest in mutual funds.

  • Introducing Mutual Funds
  • Stock Funds
  • Bond Funds
  • Analyzing Mutual Funds
  • Fund Evaluations and Online Research
  • Choosing a Mutual Fund
  • Reviewing Fund Investing

This course explains to users how to determine their financial situations and make plans for investment funds.

  • Looking at Net Worth
  • Learning from Net Worth
  • Keeping Cash
  • Making Cash Reserves Work
  • Setting Financial Goals
  • Learning More

This course explains how to prepare for the future with solid investing strategies, retirement planning and insurance coverage.

  • Planning for Retirement
  • Using IRAs
  • Using 401(k) Plans
  • Life Insurance
  • Disability Insurance

This course explains how to choose and invest in stocks

  • Introducing Stocks
  • Learning the Types of Stocks
  • Getting Started
  • Choosing Candidates
  • Reading the Stock Pages
  • Researching Online and Using Value Line
  • Trading Stocks

The Basics
This course explains to users how to get a general picture of their personal financial situations and begin the process of investing.

  • Making Realistic Plans
  • Maximizing Small Savings
  • Managing Risk
  • Diversification
  • Starting Out Slowly
  • Checking Up on Yourself
  • Tightening the Budget Belt

Investing Fundamentals

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


  • Exercises allow learners to practice in the actual application being studied.
  • A Course Topics list contains active hyperlinks, permitting quick access to specific topics.
  • Find-A-Word allows learners to look up an unfamiliar term in the Glossary, on the Web, or in a dictionary. In addition, it lets them find other occurrences of the term in the same course.
  • Search text enables learners to rapidly search all text within a course to easily retrieve information required.
  • Courses challenge the learner with a variety of question formats, including multi-step simulations, true/false, multiple choice, and fill-in-the-blank.
  • A skill assessment generates a customized learning path based on the results of a pre-test.
  • A glossary provides a reference for definitions of unfamiliar terms.
  • Bookmarking tracks the learner's progress in a course.

Technical Requirements:

What You Get:

You will receive Unlimited Access to all of the Investing Fundamentals training tutorials listed above. Your online training courses will be available from anywhere you have internet access.This e-learning series includes all of the online training tutorials listed and is provided in an interactive, self-paced format. Retake any or all of our computer training as often as you want. Our online tutorials allow you to learn anywhere, anytime from any computer with internet access. All courses allow for 6 months of unlimited access (1 user), include a variety of features and qualify for Continuing Education Unit credit.

Web-Based Training Products:

You might also be interested in our Small Business Package which includes all of the Investing Fundamentals training courses listed above plus hundreds of hours of related online training courses


Small Business Package

Only $99.95   staffkit

Investing Fundamentals
Training Series
Total Courses: 6
Total Time: 22+ hours
Only $49.95
Available in Package only
Total Courses: 62
Total Time: 212+ hours
Only $99.95
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