Course Overview

The Investment Course for Beginners provides an accessible introduction to the world of investing, covering fundamental principles, asset classes, risk management, and portfolio building. Participants will explore key topics such as stocks, bonds, mutual funds, and ETFs, and learn essential strategies for setting financial goals, assessing risk tolerance, and building a diversified portfolio. By the end of the course, learners will have the confidence and knowledge to make informed investment decisions suited to their personal financial goals.

 

Prerequisites

No prior investment knowledge required.

Target Audience

This course is ideal for beginners, students, young professionals, and anyone interested in learning how to start investing. It is suitable for those with little or no prior knowledge of financial markets and investment principles.

Course Highlights

  • Gain foundational knowledge of investment principles and asset types.
  • Develop skills in assessing risk tolerance and setting financial goals.
  • Explore strategies for diversification and asset allocation.
  • Learn the basics of stocks, bonds, mutual funds, ETFs, and other investment vehicles.
  • Build and manage a personal investment portfolio.

Course Objectives

By the end of this course, learners will be able to:

  • Set clear financial goals and articulate the purpose of investing.
  • Identify and differentiate between major asset classes.
  • Assess personal risk tolerance and select suitable investment types.
  • Develop a diversified investment portfolio based on goals and risk profile.
  • Apply basic investment strategies such as dollar-cost averaging.
  • Monitor and evaluate the performance of investments.
  • Explain the benefits and options of tax-advantaged retirement accounts.
  • Make informed decisions on when to hold, buy, or sell investments.
  • Recognise the importance of rebalancing and maintaining portfolio diversity.
  • Begin investing with a solid foundation for long-term wealth-building.

Course Outline

Instructional Methods: Group discussions on personal financial goals, practical exercises in goal setting, and case studies on investor journeys.

Topics Covered:

  • Overview of investing and its importance for financial independence.
  • Identifying and setting short-term, medium-term, and long-term goals.
  • The power of compounding for wealth growth.
  • Determining personal risk tolerance for investment choices.
  • Cultivating a mindset for long-term wealth-building.

Instructional Methods: Hands-on exercises in asset identification, group discussions on investment types, and case studies on asset class performance.

Topics Covered:

  • Overview of major asset classes: stocks, bonds, real estate, cash.
  • Basics of stocks and equity investments.
  • Introduction to fixed-income investments (bonds).
  • Alternative investments: real estate, commodities, and REITs.
  • Evaluating mutual funds and ETFs for diversification.

Instructional Methods: Practical exercises in risk calculation, group discussions on risk-return trade-offs, and case studies on investor risk profiles.

Topics Covered:

  • Exploring the relationship between risk and return.
  • Types of investment risk (market, credit, inflation).
  • Assessing personal risk tolerance and suitable investments.
  • Diversification as a strategy to manage risk.
  • Calculating potential returns and evaluating risk-adjusted returns.

Instructional Methods: Hands-on exercises in portfolio creation, group discussions on diversification, and case studies on successful portfolios.

Topics Covered:

  • Developing an investment plan based on financial goals and risk tolerance.
  • Asset allocation strategies for portfolio diversification.
  • Introduction to dollar-cost averaging and its benefits.
  • Rebalancing portfolios to maintain target allocations.
  • Building a diversified portfolio for long-term growth.

Instructional Methods: Group discussions on tracking investments, practical exercises in performance analysis, and case studies on market monitoring.

Topics Covered:

  • Tracking portfolio performance and comparing to benchmarks.
  • Reading financial statements and analysing company fundamentals.
  • Introduction to investment platforms and tools for tracking.
  • Recognising market trends and evaluating market news.
  • Deciding when to hold, buy more, or sell investments.

Instructional Methods: Practical exercises in retirement planning, group discussions on tax strategies, and case studies on retirement accounts.

Topics Covered:

  • Overview of retirement accounts (e.g., IRAs, 401(k), CPF for Singapore).
  • Tax advantages of retirement accounts and their benefits.
  • Setting retirement goals and aligning investments with them.
  • Understanding contribution limits and early withdrawal penalties.
  • Integrating retirement accounts into a broader investment strategy.

Certification

A certificate of completion will be awarded upon successful completion of the course.

Course Fees

$788 $488

Investment Course for Beginners

Start Your Investment Journey and Build a Strong Financial Future

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Start Your Investment Journey and Build a Strong Financial Future

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