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.
This course is part of the The Fundamentals of Personal Finance Specialization
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Shareable Certificate
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Course 4 of 5 in the
Beginner Level
Regardless of educational background, this course is for the novice investor looking to better understand the topic.
Approx. 7 hours to complete
English
Subtitles: English
Skills you will gain
- Investment Fees
- Diversification
- Active vs. Passive Investing
- Risk Aversion
- Investment
Flexible deadlines
Reset deadlines in accordance to your schedule.
Shareable Certificate
Earn a Certificate upon completion
100% online
Start instantly and learn at your own schedule.
Course 4 of 5 in the
Beginner Level
Regardless of educational background, this course is for the novice investor looking to better understand the topic.
Approx. 7 hours to complete
English
Subtitles: English
Offered by
SoFi
SoFi’s mission is to help people reach financial independence to realize their ambitions. And financial independence doesn’t just mean being rich - it means getting to a point where your money works for the life you want to live. Everything we do is geared toward helping our members get their money right. We’re constantly innovating and building ways to give our members what they need to make that happen.
Syllabus - What you will learn from this course
3 hours to complete
Understanding the Different Types of Investments
This module will help you understand different types of investments including stocks, bonds, derivative products, and pooled investments. It will help set the foundation to have a better understanding of investing.
3 hours to complete
14 videos (Total 55 min), 7 readings, 5 quizzes
2 hours to complete
Balancing Risk and Return
This module will help you understand the concept of risk and return, as well as ways to measure both. It will also help you have the tools to evaluate your own risk tolerance.
2 hours to complete
7 videos (Total 29 min), 4 readings, 4 quizzes
1 hour to complete
Developing an Investment Strategy
This module will help you understand how your time horizons impact your investing strategy. It will also help you understand the difference between passive and active investing.
1 hour to complete
3 videos (Total 13 min), 3 readings, 3 quizzes
2 hours to complete
Understanding Taxes and Fees
This module will help you understand the role of fees and taxes in investing.
2 hours to complete
3 videos (Total 15 min), 5 readings, 3 quizzes
Reviews
- 5 stars61.53%
- 4 stars26.92%
- 3 stars7.69%
- 2 stars3.84%
TOP REVIEWS FROM FUNDAMENTALS OF INVESTING
by SSFeb 19, 2022
Informative course for novice investors. I enjoyed it and learned a lot.
by JCJan 14, 2022
Really great for learning the basics! I live in Canada, so I found it a bit too American. Some glitches in the Week 4 videos. Overall v helpful course.
by AJul 9, 2021
This was a fabulous course! I really enjoyed having access to all this new-to-me information!
About the The Fundamentals of Personal Finance Specialization
This Specialization is intended for anyone looking to take control of their finances. Through these five courses, you will cover a variety of personal finance topics, including budgets, investing, and managing risk. The readings, videos, and activities will prepare you to understand the current state of your money, as well as take actions to work toward your financial goals. This specialization is geared towards learners in the United States of America.
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