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Understanding the Fundamentals of Investments: A Guide for Accountants

Provider: Becker Professional Education

Length: 197

Specialized Knowledge 3.5 CPE Credits Basic QAS self study Financial Planning
<p>This course will be an overview of:</p> <ul> <li>The securities market, the financial firms providing services to individual investors, and the agencies providing oversight of securities markets and investment professionals</li> <li>The various types of investment securities (stocks, bonds, mutual funds, exchange-traded funds, stock options) and the risk-return characteristics of each</li> <li>The principles and tools of investment analysis and selection of suitable investments: the risk-profile questionnaire, asset allocation, style box, benchmarks, and the efficient frontier</li> </ul>

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