Fundamentals of Investing
Master the basics of investing: Learn about investment types, risk management, and strategic planning.
Master the basics of investing: Learn about investment types, risk management, and strategic planning.
This course cannot be purchased separately - to access the complete learning experience, graded assignments, and earn certificates, you'll need to enroll in the full The Fundamentals of Personal Finance Specialization program. You can audit this specific course for free to explore the content, which includes access to course materials and lectures. This allows you to learn at your own pace without any financial commitment.
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English
Tiếng Việt
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What you'll learn
Understand different types of investments and their characteristics
Evaluate investment risks and returns
Develop effective investment strategies
Manage investment taxes and fees
Make informed investment decisions
Skills you'll gain
This course includes:
1.75 Hours PreRecorded video
15 assignments
Access on Mobile, Tablet, Desktop
FullTime access
Shareable certificate
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There are 4 modules in this course
This comprehensive course introduces the fundamentals of investing for beginners. Students learn about various investment vehicles, risk assessment, and portfolio management strategies. The curriculum covers key topics including stocks, bonds, mutual funds, ETFs, and derivatives. Through practical examples and real-world applications, learners develop understanding of investment planning, tax considerations, and fee structures.
Understanding the Different Types of Investments
Module 1 · 2 Hours to complete
Balancing Risk and Return
Module 2 · 1 Hours to complete
Developing an Investment Strategy
Module 3 · 1 Hours to complete
Understanding Taxes and Fees
Module 4 · 1 Hours to complete
Fee Structure
Instructor
Distinguished Financial Planning Expert and Educational Leader
Brian Walsh serves as Senior Manager of Financial Planning at SoFi, bringing extensive expertise in personal finance and investment management. His impressive credentials include being a CERTIFIED FINANCIAL PLANNER™ Professional, holding Chartered Life Underwriter® (CLU) and Chartered Advisor for Senior Living (CASL) designations, and a Masters in Financial Services from the American College. Currently pursuing a PhD in Personal Financial Planning at Kansas State University, he combines academic research with practical experience to deliver meaningful financial advice. His previous role as director of financial planning solutions at TIAA involved overseeing the delivery of over 100,000 financial plans annually. At SoFi, he leads financial planning initiatives, leveraging research and member feedback to develop practical financial solutions. His teaching portfolio includes comprehensive courses in Fundamentals of Investing, Introduction to Personal Finance, Managing Debt, Risk Management, and Saving Money for the Future, demonstrating his commitment to financial education and literacy.
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Frequently asked questions
Below are some of the most commonly asked questions about this course. We aim to provide clear and concise answers to help you better understand the course content, structure, and any other relevant information. If you have any additional questions or if your question is not listed here, please don't hesitate to reach out to our support team for further assistance.