Course Offerings

Looking for a good solid class in the basics of stocks, bonds, finance and investing? Haven't the slightest clue how to prepare for retirement, pay for college or even manage your personal finances? Do you wish you could do it all without having to pay a broker or a financial advisor? Well, look no further. The class you need is right here. Stocks, Bonds and Investing: Oh My! is an enjoyable class that walks you through the fundamentals of investing. The course not only teaches you about stock markets, 401(k) plans and retirement, it also addresses personal financial issues that are often ignored, but absolutely essential, to your success as an investor. Each lesson explains these concepts in detail, so you understand how and why things work in the investment world. Provide yourself with the independence and confidence you will need to make your own investment decisions.

Course Objectives

Learn the basics of stocks, bonds and investing so you can be independent and confident about your financial decisions

Discover how to prepare for retirement, manage your finances and pay for college without the need for hiring a broker or financial advisor

Outline of Instruction

Overview of Class

The Theory and Importance of Investing

First Things First

Stocks, Bonds and Mutual Funds - Part I

Stocks, Bonds and Mutual Funds - Part II

The Markets and Exchanges

Processes, Players and Operations

Trades and the Trading Process

Retirement Programs

Picking Stocks

Types and the Importance of Research

Researching Resources

Contact Hours

24

CEUs

No

Industry Standard, State or National Certification

Certification

None

Website

None

Certification Learning Outcomes/Requirements

CE or CU Articulation

No

Prerequisites

N/A

Learning Supplies Needed

Hardware requirements:
This course can be taken on either a PC, a Mac or a Chromebook.

Software requirements:
PC: Windows 8 or later
Mac: macOS 12 or later
Browser: The latest version of Google Chrome or Mozilla Firefox is preferred. Microsoft Edge and Safari are also compatible.
Adobe Acrobat Reader
Software must be installed and fully operational before the course begins.

Other:
Email capabilities and access to a personal email account

Instructional material requirements:
The instructional materials required for this course are included in enrollment and will be available online.

Clinical Site/Special Facilities

N/A

Requirements for Successful Completion

90% attendance
Student must pass 10 quizzes or pass final exam with 70% or better.

Accreditation/Special Approval Requirements

N/A

Intended Audience

Specific Industry or Business Support Needs

N/A

Wake County Need for Industry Positions

N/A

Industry or Job Titles Related to Training Outcomes for Employment

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Course Contact Information

Courtney Boney
919-532-5581
[email protected]