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>