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Fundamentals of Investing
  • Level Foundation
  • Duration 7 hours
  • Course by SoFi
  • Offered by

About

This is primarily aimed at novice investors who want to better understand the concept of investing and how it can fit into their overall financial plan. Taught by a CERTIFIED FINANCIAL PLANNER™ Professional, this course will cover different investment vehicles, risk tolerance, diversification, and the difference between active and passive investing, as well as investment fees and taxes. Whether you are just getting started investing or want to play a more active role in your investment decisions, this course can provide you the knowledge to feel comfortable in the investing decisions you make for yourself and your family. This course is geared towards learners in the United States of America.

Modules

Understanding Stocks

    • 5 Videos
    • 2 Readings
    • 1 Assignment
Show info about module content

1 Assignment

  • Stock Quiz

5 Videos

  • Introduction: Investing Basics
  • Stock Basics
  • Understanding Stocks
  • Analyzing Stocks
  • Investing in Stocks

2 Readings

  • Welcome to Fundamentals of Investing
  • Stock Key Ratios

Understanding Bonds

    • 4 Videos
    • 1 Readings
    • 1 Assignment
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1 Assignment

  • Bond Quiz

4 Videos

  • Bond Basics
  • Understanding Bonds
  • Analyzing Bonds
  • Investing in Bonds

1 Readings

  • Understanding The Yield to Maturity Formula

Assessing Pooled Investments

    • 3 Videos
    • 1 Readings
    • 1 Assignment
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1 Assignment

  • Pooled Investments

3 Videos

  • What is a Mutual Fund?
  • All-In-One Mutual Funds
  • What is an Exchange-Traded Fund (ETF)?

1 Readings

  • Exchange-Traded Funds (ETFs) vs Mutual Funds: Learning the Difference

Uncovering Advanced Vehicles

    • 2 Videos
    • 3 Readings
    • 1 Assignment
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1 Assignment

  • Derivatives

2 Videos

  • What is a Derivative?
  • Equity Compensation - Stock Options

3 Readings

  • A Guide to Options Trading
  • 5 Important Options Trading Strategies
  • How Do Employee Stock Options Work?

Module Quiz

    • 1 Assignment
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1 Assignment

  • Understanding the Different Types of Investments

Comparing Different Types of Risk

    • 3 Videos
    • 1 Assignment
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1 Assignment

  • Investment Risk Types

3 Videos

  • Understanding Investment Risk
  • Systematic Investment Risk
  • Unsystematic Investment Risk

Analyzing Investment Risk

    • 2 Videos
    • 2 Readings
    • 1 Assignment
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1 Assignment

  • Assessing Investment Risk

2 Videos

  • Measuring Investment Risk
  • Measuring Investment Returns

2 Readings

  • 6 Investment Risk Management Strategies
  • What is Considered a Good Return on Investment?

Balancing Risk and Return

    • 2 Videos
    • 2 Readings
    • 1 Assignment
Show info about module content

1 Assignment

  • Risk & Return

2 Videos

  • Investment Risk & Return
  • Investment Risk Tolerance & How to Find Yours

2 Readings

  • Suitability: Definition, How It's Measured, and How It's Used for Investing
  • Explaining the Different Types of Asset Classes

Module Quiz

    • 1 Assignment
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1 Assignment

  • Balancing Risk and Return

Factoring in Your Time Horizon

    • 1 Videos
    • 2 Readings
    • 1 Assignment
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1 Assignment

  • Investment Time Horizon

1 Videos

  • Investment Diversification Basics

2 Readings

  • What is Portfolio Management?
  • How Often Should You Rebalance Your Portfolio?

Deciding Between Active and Passive Investing

    • 2 Videos
    • 1 Readings
    • 1 Assignment
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1 Assignment

  • Passive and Active Categorization

2 Videos

  • Active Investing
  • Passive Investing

1 Readings

  • Active vs. Passive Investing

Module Quiz

    • 1 Assignment
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1 Assignment

  • Developing an Investment Strategy

Considering Taxes on Investments

    • 1 Videos
    • 2 Readings
    • 1 Assignment
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1 Assignment

  • Investment Income

1 Videos

  • How Investments Are Taxed

2 Readings

  • Everything You Need to Know About Taxes on Investment Income
  • Investment Tax Rules Every Investor Should Know

Understanding Investment Fees

    • 2 Videos
    • 3 Readings
    • 1 Assignment
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1 Assignment

  • Quick Fee Calculations/Savings

2 Videos

  • Investment Fees
  • Choosing Investment Accounts to Maximize Tax Benefits

3 Readings

  • What Are the Different Types of Investment Fees?
  • Taxes, Fees, Commissions, and Your Investments
  • A Guide to Tax-Efficient Investing

Module Quiz

    • 1 Assignment
Show info about module content

1 Assignment

  • Understanding Taxes and Fees

Auto Summary

"Fundamentals of Investing" is designed for novice investors aiming to integrate investing into their financial plans. Taught by a CERTIFIED FINANCIAL PLANNER™ Professional, the course covers investment vehicles, risk tolerance, diversification, active vs. passive investing, and fees and taxes. With a duration of 420 minutes, it is available on Coursera under a Starter subscription. Ideal for those in the USA seeking foundational investment knowledge.

Brian Walsh
Instructor

Brian Walsh