Stocks – The Nuts and Bolts
This course fills the gap in personal finance education with a comprehensive introduction to the stock market. Led by Kevin Cuthill from Edward Jones (now with Ameriprise), it is not just about theory but also practical application. Kevin shares his experience in demystifying the stock market, helping young adults and beginners understand its fundamental aspects. This course will equip you with the knowledge to make informed investment decisions. It will also help you avoid the common pitfalls that can cost you literally hundreds of thousands of dollars by retirement. This includes unscrupulous brokers who know this is not taught in school taking advantage of that.
Target Audience
This course is designed to show you things you didn’t realize you don’t know about investing, so you don’t have to learn by making costly mistakes. As such, anyone interested in investing should take advantage of this course, including:
- Young Adults
- Beginner Investors
- Students
- Anyone interested in personal finance and investing
Course Prerequisites
This course doesn’t require any prior knowledge or experience. Anyone interested in investing in the stock market should take advantage of this course.
Objectives
This course will help you :
- Understand basic stock market terminology.
- Differentiate between various types of stocks and their advantages and disadvantages.
- Assess whether a stock or mutual fund is worth considering.
- Comprehend the concept of risk tolerance and its importance in investing.
- Identify and implement different investing strategies.
- Avoid common traps of buying and selling at the wrong time.
Topics Covered
The course thoroughly explains the stock market, covering essential concepts, practical strategies, and real-world examples.
- Introduction to the Stock Market
- Basic Stock Market Terminology
- Types of Stocks: Common vs. Preferred
- Advantages and Disadvantages of Different Stocks
- Assessing Stocks and Mutual Funds
- Understanding Risk Tolerance
- Investing Strategies: Long-term vs. Short-term
- Common Investing Traps and How to Avoid Them
- The Role of Brokers and How to Choose One
- Practical Tips for New Investors
Course Modules
The course consists of 8 modules. In each module, you will learn about stock principles and gain the skills to navigate the stock market confidently.
Module 1
Introduction
Module 2
Stock Basics
Module 3
Stock Principle – 1 Quality
Module 4
Stock Principle – 2 Diversification
Module 5
Stock Principle – 3 Long-Term Perspective
Module 6
A Disciplined Approach
Module 7
Other ways to own stock
Module 8
Recap & Closing
By the End of This Course
By the end of this course, you will have a solid understanding of the stock market, including the ability to evaluate different types of stocks and mutual funds. You will also learn practical strategies to make informed investment decisions and avoid common pitfalls. This course will help you confidently take control of your financial future.
Enroll Now
Gain the knowledge and skills to navigate the stock market confidently by enrolling in “Stocks – The Nuts and Bolts.” Learn from an experienced professional and start your journey towards successful investing today.
Introduction
Kevin discusses his background as a Certified Financial Planner and financial advisor, and how crucial looking at the bigger picture is when it comes to investing.
Stock Basics
This lesson focuses on how people come to own stock and what it means to own a share of stock.
Kevin explains the differences between common stock and preferred stock.
Learn how your investments can make money with capital appreciation or dividends.
Stock Principle 1: Quality
This lesson delves into what makes a quality company as well as the stock selection process.
Kevin describes what to keep in mind when looking at stock information.
Stock Principle 2: Diversification
This lesson discusses how to diversify your portfolio, so you won't "put all your eggs in one basket".
This lesson explores how a portfolio should be a mix of offensive and defensive stocks.
Kevin discusses how market capitalization relates to company size.
Stock Principle 3: Long-Term Perspective
This lesson emphasizes the importance of buying investments and intending to keep them long-term.
A Disciplined Approach
Kevin dives into the strategy of systematic investing that keeps new investors disciplined.
Other Ways to Own Stock
Learn about other ways to own stock with mutual funds or Exchange Traded Funds
Recap & Closing
Kevin briefly recaps everything discussed thus far, from stock basics to the 3 Principles of Stock Investing.
This lesson gives a brief overview of annuities and some benefits of having them.
Kevin discusses what trusts can be used for, and also gives some tips on how you can set up yourself for financial success.
In closing, Kevin encourages everyone to remember that investing is about the long term, not instant gratification.
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