Investingexplained Course
Tags: Investing
Learn investing in stocks, mutual funds, ETFs, and real estate from a CPA, MBA. Start investing now. Investing is easy.
Last updated 2022-01-10 | 4.3
- Investing in the Stock Market- Exchange-Traded Funds (ETFs)
- Mutual Funds
- Real Estate
- Subtitles/captions available in English
- French
- German
- Simplified Chinese
- and Spanish
- [Downloadable PDF] Investing Checklist for Buying Stocks
What you'll learn
* Requirements
* No prior knowledge neededDescription
Course + Investing Checklist included
LEARN THE FUNDAMENTALS OF INVESTING AND START INVESTING TODAY WITH THIS BEGINNER-FRIENDLY COURSE!
Are you interested in investing in stocks, mutual funds, exchange traded funds (ETFs), real estate, and bonds but you find it confusing, overwhelming, and don't know where to start? If so, you've come to the right place.
In this course you will learn the fundamentals of investing. By the end of this course, you will have a solid understanding of the different types of investments (invest in stocks, mutual funds, exchange traded funds (ETFs), real estate investment trusts (REITs), bonds, etc.) and the strategies that can help you achieve your financial goals.
Each lesson is around 3-5 minutes, and you can learn at your own pace.
WHY THIS COURSE?
Taught by a CPA, CA, MBA - Calvin K. Lee
Calvin is a top-rated instructor at Schulich School of Business at York University
Over 74,000+ students from 172 countries enrolled in his courses
Lifetime access to this course, and you receive new lessons and updates for FREE
He has 15 years of experience in investing
Subtitles available in English, French, German, Simplified Chinese, Spanish
He has worked in a Big 4 accounting firm
A Certificate of Completion will be available when you complete the course
I guarantee you will learn investing. If you aren't absolutely satisfied, I'll refund your money with a 30-day money-back guarantee
THIS COURSE WILL COVER:
How investing can help you reach your goals and desired lifestyle for you and your family
How to choose a broker to maximize your gains and returns
Fundamental analysis of a company's performance
Analyze a company's profit & loss
Analyze a company's assets & liabilities (balance sheet)
Analyze a company's key statistics (profit margin, PE ratio, return on assets, etc.)
Charts & Technical Analysis
Buying Cryptocurrencies (Bitcoin, Ethereum, etc.)
Understand how to maximize gains and minimize risks
Income you can earn from investing: dividend income vs interest income
Minimize your risk by diversifying your portfolio
Reap the rewards of investing in foreign markets
Maximize your returns: robo-advisors vs traditional advisors
What companies to invest in: market capitalization (small cap vs large cap)
Saving on costs: exchange traded funds vs mutual funds
Know the right time to invest: how the economy affects the stock market
How to invest in real estate using real estate investment trusts (REITs)
Getting value for your money: analyzing a company’s performance
Dividend investing for earning dividend income
Know the critical information to find a good investment: reading stock tables
How to place a buy/sell order: brokerage orders (i.e. Good-til-canceled orders, limit orders, stop loss orders)
Tools to help you pick a stock: stock screening tools
And much more!
WHAT STUDENTS SAY ABOUT THIS COURSE:
"I like that each video segment in an overview of a concept or related concepts focusing on the pertinent details. It makes it easy to comprehend and not get overwhelmed by too much jargon or overly technical explanations. Calvin has a very clear lecturing style and good slides to support the concepts with a logical sequence of information. I find both slide and animation style videos helpful. The slide presentation allows for more precise following along of details such as the explanation of the candlesticks. While the animation style videos are good when an overall concept or concepts are being introduced, where small details are not necessary to give further explanation. Overall, a mix of styles would keep the course visually interesting." - Melissa B.
"I thank Mr. Calvin K. Lee, CPA, CA, CPA (Illinois), MBA, and Udemy for helping me with this wonderful course on Stock and ETF investing. I am so glad that I came across this course which helped me in building my concepts more precisely. The course was quite comprehensive and covered the fundamentals in a manner that makes the subject instantly interesting and engenders curiosity in me to learn further. Gratitude and Regards." - Suniti Sharma
"I really really like how the tutor has simplified such a difficult subject. Also, he has made this course super interesting and I just don't want to stop watching." - Manasvi G.
"The instructor is quite well versed about the topic and I liked the content" - Saakshi S.
"This is a really good experience by attending this program and this is very useful in stock market." - Upendhar
"Yes, I am learning so much for someone having no background in finance" - Akrong B.
"Provides the basic understanding that one needs to have before they start investing" - Diwakar T.
"Amazing course and respected instructor and content. I really learned a lot. Thank you." - Eslam E.
"Nice format, easy to absorb the information, gets to the point" - Kennedy J.
Anyone can learn how to invest and start investing today.
Register for this course now!
Who this course is for:
- Beginners or new investors who are interested in investing
- Experienced investors who want to acquire more knowledge in investing
Course content
15 sections • 94 lectures
Introduction Preview 02:42
An introduction to the course and what you will be learning.
Describe your motivation for taking this course
Answer the following questions.
Do proper due diligence prior to buying and selling securities Preview 00:10
How to make the most of this course (subtitles, speed up videos) Preview 02:22
How you can get the most out of this course:
Read English subtitles and foreign language subtitles
Get through the course faster by speeding up videos 1.25x or 1.5x the videos or slow down the videos to 0.75x to easier understand
I'm continuously adding more material this course. Let me know what topics you want to learn and I may add them.
Leave a review (very important!) and let me know what your valuable opinion about this course.
Investing terms everyone should know Preview 06:18
In this video we talk about basic investing terms such as:
The difference between investing and trading
Types of investments
Should I invest in stocks or bonds? Preview 03:24
As an investor, you should consider investing in both stocks and bonds. The allocation depends on your age and risk tolerance level.
Types of investments you can invest in Preview 04:46
In this video we will discuss the types of investment structures.
General investing terms Preview 03:58
In this video we will discuss general investing terms.
Quiz
Choose the best answer.
Different types of investments & setting financial goals Preview 03:44
In this video we discuss the different types of investments & how to set financial goals.
What makes the stock market go up and down Preview 03:07
What makes the stock market go up and down? Find out in this lesson.
Reading stock tables Preview 02:52
In this video we will discuss how to read a stock table.
[Downloadable PDF] Investing Checklist for Buying Stocks Preview 00:03
Downloadable PDF: Investing Checklist for Buying Stocks and Other Securities
What you should buy first Preview 04:53
In this video we will discuss what you should buy first.
Index funds & Exchange Traded Funds (ETFs) Preview 06:32
In this video we will talk about Index Funds and Exchange Traded Funds (ETFs)
Want to earn $250K More? The Power of Compound Interest Preview 04:22
Do you want to earn $250,000 more just by simply picking an ETF that has 1% fee versus a mutual fund that has a 3% fee? Find out how in this video.
Exchange traded funds (ETFs) vs Mutual Funds Preview 04:32
In this video we will discuss the pros and cons of ETFs vs Mutual Funds.
Real estate investment trusts (REITs) Preview 02:52
In this video we will talk about real estate investment trusts (REITs).
Sample portfolios from great investors (Ray Dalio, David Swensen, Jack Bogle) Preview 11:37
Sample portfolios that great investors like Ray Dalio (hedge fund manager of the largest hedge fund in the world), David Swensen (chief investment officer of Yale University), and Jack Bogle (founder & CEO of Vanguard Group)
Quiz
Choose the best answer.
Yahoo! Finance overview: how to pick stocks Preview 05:57
In this video we will discuss how to use Yahoo! Finance to do your market & stocks research.
Fundamental analysis of stocks summary (Yahoo! Finance) Preview 05:38
In this video we will discuss analyzing a company using the Summary tab of Yahoo! Finance which contains information such as:
Stock price
PE ratio
High/low price of the day and last 52-weeks
Market capitalization
Analyzing a company's profit & loss overview Preview 07:22
In this video we will analyze the profit & loss of a company (fundamental analysis).
Analyzing a company's assets and liabilities (balance sheet) overview (Part 1) Preview 05:44
In this video we will analyze the balance sheet of a company (assets & liabilities).
Analyzing a company's assets and liabilities (balance sheet) overview (Part 2) Preview 05:46
In this video (part 2) we will continue to analyze the balance sheet of a company (assets & liabilities).
Analyzing a company's key statistics (profit margin, PE ratio, return on assets) Preview 07:19
Analyzing an investment's financial performance Preview 04:32
In this video we will discuss how to analyze an investment's financial performance.
Reading a company's annual report Preview 03:17
In this video we will discuss how to read a company's annual report.
Quiz
Choose the best answer.
P/E ratio (Price-to-earnings ratio) Preview 02:27
In this video we discuss the P/E ratio (price-to-earnings ratio).
Stock screening tools Preview 02:41
In this video we will discuss how to use stock screening tools to help you decide which investments to make.
Quiz
Choose the best answer.
Charts & Technical Analysis overview Preview 02:49
In this video we discuss an overview of Charts and Technical Analysis for trading.
How to read Candlestick charts Preview 03:24
In this video we discuss how to read Candlestick charts.
Finding trends in stock prices: upward trends and downward trends Preview 02:46
In this video we discuss how to find upward trends and downtrends in stock prices.
Support and resistance trends Preview 02:22
In this video we discuss Support and Resistance trends.
Margin and options (call option, put option) overview Preview 02:35
In this video we discuss the brokerage accounts: cash account, margin account, and options account.
What do you like about this course so far?
Answer the following questions.
Why dividend investing is great passive income Preview 04:39
In this video we will discuss why dividend investing is a great source of passive income.
Dividend terms and key dates Preview 07:10
In this video we will discuss the dividend terms and key dates to remember.
Dividends vs interest income; dividend yield Preview 02:10
In this video we discuss dividend income and interest income, as well as dividend yield.
Vanguard High Dividend Yield ETF - dividend yield and dividend payment history Preview 03:41
In this video we will discuss the Vanguard High Dividend Yield ETF's dividend yield and dividend payment history.
Earn $2,000 or $5,000 per month: how big of a dividend portfolio you need Preview 06:10
In this video we will discuss how to calculate how big of a dividend portfolio you need to earn $2,000 or $5,000 a month of dividend income.
Companies with solid dividend track record - Dividend kings and aristocrats Preview 04:28
In this video we will discuss companies that have a solid track record of paying dividends: dividend kings and dividend aristocrats.
How to pick good dividend stocks and ETFs Preview 06:01
In this video we will talk about how to pick good dividend stocks and ETFs, and things to beware of.
Covered call options strategy for high dividends Preview 08:16
Earn high dividends using the covered call options strategy
What is Cryptocurrency: Bitcoin, Ethereum Preview 02:27
In this video we discuss what is cryptocurrency.
What you need to know before buying Cryptocurrency Preview 03:35
In this video we discuss what you need to know before buying cryptocurrency (i.e. how to secure and protect your cryptocurrencies)
Cryptocurrency cold storage hardware wallets Preview 02:19
In this video we discuss storing your cryptocurrency in cold storage hardware wallets.
How to buy Cryptocurrency on a Cryptocurrency Exchange Preview 02:53
In this video we discuss how to buy cryptocurrency on a Cryptocurrency Exchange.
Transferring Cryptocurrency from an exchange to a wallet Preview 01:34
In this video we discuss transferring crypto from an exchange to a wallet or vice versa.
Buying Cryptocurrency ETFs (Exchange Traded Funds) Preview 05:10
In this video we discuss buying Cryptocurrency ETFs (Exchange Traded Funds).
What lessons did you find most useful?
Answer the following questions.
Why you should be investing Preview 04:54
In this video we discuss the reasons why you should be investing.
Choosing a brokerage (full service brokers vs discount brokers) Preview 03:19
In this video we discuss how to choose between a full service broker and discount broker.
Examples of brokers: Morgan Stanley, Goldman Sachs, TD Ameritrade, E-Trade Preview 03:50
In this video we discuss 2 examples of full-service brokers (Morgan Stanley and Goldman Sachs) and 2 examples of discount brokers (TD Ameritrade and E-Trade).
Quiz
Choose the best answer.
Brokerage orders (good-til-canceled order, limit order, stop loss order) Preview 03:15
In this video we will discuss the different brokerage orders such as good-til-canceled orders, limit orders, stop loss orders.
Robo-advisors vs human advisors Preview 02:45
In this video we discuss the pros and cons of robo-advisors.
Quiz
Choose the best answer.
Preparing yourself for investing Preview 02:39
In this video we discuss how to prepare yourself for investing.
Investopedia Stock Simulator overview (Part 1) Preview 04:51
In this video we will discuss an overview of how to use the Investopedia Stock Simulator.
Quiz
Choose the best answer.
Investopedia Stock Simulator overview (Part 2) Preview 04:24
In this video we will discuss an overview of how to use the Investopedia Stock Simulator.
Nasdaq website overview Preview 05:49
In this video we will discuss how to use the Nasdaq website to find investing information.
Risks and rewards of investing Preview 04:01
In this video we discuss the risks and rewards of investing.
Aggressive investing vs conservative investing Preview 03:34
In this video we discuss the risks and returns of aggressive investing vs conservative investing.
Diversifying your portfolio Preview 03:20
In this video we will talk about the benefits of diversifying your portfolio.
Quiz
Choose the best answer.
Small portfolio, big gains (Part 1) Preview 07:44
In this video we will discuss how to turn your small portfolio into big gains.
Small portfolio, big gains (Part 2) Preview 07:07
In this video we will discuss how to turn your small portfolio into big gains.
Quiz
Choose the best answer.
Stock Exchanges Preview 02:19
In this video we will talk about stock exchanges.
Investing in foreign stock markets Preview 01:43
In this video we will talk about investing in foreign stock markets.
How the economy affects the stock market Preview 02:29
In this video we will talk about how the economy affects the stock market.
Market capitalization (small cap vs large cap) Preview 01:20
In this video we discuss market capitalization (small cap vs large cap).
Stock market crashes list Preview 06:56
A list of the stock market crashes where the Dow Jones fell more than 40%.
What is Value Investing Preview 01:23
In this video we will discuss what is Value Investing.
Value Investing: core principles Preview 03:22
In this video we discuss the core principles of value investing.
Have reasonable expectations when investing Preview 01:24
In this video we discuss why it's important to have reasonable expectations when investing.
Tech bubble in the 2000's: an important lesson Preview 02:33
In this video we discuss the Tech Bubble in the early 2000's, and the lessons we can learn.
Practice Test
Choose the best answer.
Bonds investing strategy by Sir John Templeton Preview 06:14
Bonds investing strategy by the great investor Sir John Templeton
How interest rates affects bonds and stocks Preview 03:48
How interest rates affect bond prices
Which lesson(s) was the most interesting?
Answer the following questions.
The madness of crowds - The Tulip Bulb Bubble Preview 06:11
The key to Stock Market success is understanding the madness of crowds and avoiding herd mentality.
Recommended investing books Preview 03:41
Here are some recommended investing books that you should read, including:
- The Intelligent Investor (by Warren Buffet's mentor Benjamin Graham)
- One Up On Wall Street (by Peter Lynch, The great fund manager of Magellan Fund at Fidelity Investments)
- Investing the Templeton Way (discusses the investing methodologies of Sir John Templeton)
How to grow your investments consistently Preview 05:11
How to save and grow your investments exponentially!
Protecting yourself against losses and unexpected expenses Preview 05:10
How to use cash reserves and insurance investment products to protect yourself from losses and unexpected expenses.
Investing in annuities Preview 03:35
Investing in insurance products that guarantee your principal - we take a look at whether they are worth the extra cost.
Keep your cash yield on par with inflation Preview 07:12
In this video we will talk about how to make sure the yield of your cash reserves keep up with inflation. That way you won't lose purchasing power on your savings.
Using tax-advantaged accounts (IRA, Roth IRA, 401(k), etc) Preview 12:43
Use tax-deferred retirement and savings accounts to maximize your returns.
Investments ranked from lowest risk to highest risk Preview 10:11
Low risk, medium risk, and high risk investments discussed.
Bonus lecture: additional resources to continue learning Preview 04:03
Additional resources to continue learning
This course includes:
- 6 hours on-demand video
- Access on mobile and TV
- Certificate of completion
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