Meeyeon Park & Mark R – CFI Education – Asset Classes and Financial Markets

Description

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Meeyeon Park & Mark R – CFI Education – Asset Classes and Financial Markets

Asset Classes and Financial Markets

Through this course, you will be able to have a conversation about Financial Markets – what they are, the audiences that they serve – and delineate the three primary asset classes of Cash and Cash Equivalents, Fixed Income, and Equities.

Overview

Asset Classes and Financial Markets Course Overview

Understanding the landscape that you work in is a foundational part of success. After all, how can you possibly give financial advisory services without knowing financial markets?

As a financial planner or wealth management professional, you need to know financial markets and asset classes like the back of your hand. In this course, we give you an overview of financial markets – what they are, who they serve, and why a healthy one is so important for the global economy – and the three primary asset classes in them.

Asset Classes and Financial Markets Learning Objectives

By the end of the course, you will be able to:

• Explain what financial markets are and their purpose
• Navigate the major asset classes and identify their characteristics and purpose
• Identify the key financial products in each asset class that financial planners and wealth managers most often encounter
• Interpret real market data and formulate an opinion on the health of financial market conditions

Who Should Take This Course?

This Asset Classes and Financial Markets course is for anyone interested in becoming their own finance professional first. This course is designed as a primer to introduce all the foundational concepts you need to understand to navigate topics in financial planning and wealth management.

What you’ll learn

Introduction
Course Introduction
Downloadable Files
Introduction to Financial Markets
Regulated Exchanges
Over-The-Counter (OTC) Markets
Markets in Real World
Why Corporations/Governments Need Financial Markets
Investor Access to Financial Markets

Understanding Asset Classes
What is an Asset Class
Different Types of Asset Classes

Cash and Cash Equivalents
Characteristics of Cash and Cash Equivalents
Risk and Rewards of Cash Allocation
Investors and Their Strategic Allocations to Cash

Fixed Income Securities
Fixed Income Overview
Bond Market and Issuers
Characteristics of Bonds – Lower Risks
Characteristics of Bonds – Issuance
Characteristics of Bonds – Fixed Income
Characteristics of Bonds Exercise
Benefits of Fixed Income Allocation
Risks of Fixed Income Allocation
Risks of Fixed Income Allocation Exercise
Fixed Income ETFs
Fixed Income’s Role in an Investment Portfolio

Equity Securities
Equities Overview
Market Capitalization
Dividends
Dividends Exercise
Growth Stock and Value Investing
Different Classes of Shares
Defensive Stocks and Cyclical Stocks
Risks of Equity Investment
Managing Risks and Asset Allocation
Equity ETFs

Conclusion
Conclusion

Financial Planning & Wealth Management (FPWM)™
Asset Classes and Financial Markets is part of the Financial Planning & Wealth Management (FPWM)™, which includes 25 courses.

• Skills Learned
  Financial Learning, Business Development, Investment Management, Practice Management, Relationship Management
• Career Prep
  Financial Planner, Investment Advisor, Portfolio Manager

Frequently Asked Questions:

1. Innovative Business Model:
   • Embrace the reality of a genuine business! Our approach involves forming a group buy, where we collectively share the costs among members. Using these funds, we purchase sought-after courses from sale pages and make them accessible to individuals facing financial constraints. Despite potential reservations from the authors, our customers appreciate the affordability and accessibility we provide.
2. The Legal Landscape: Yes and No:
   • The legality of our operations falls into a gray area. While we lack explicit approval from the course authors for resale, there’s a technicality at play. When procuring the course, the author didn’t specify any restrictions on resale. This legal nuance presents both an opportunity for us and a boon for those seeking budget-friendly access.
3. Quality Assurance: Unveiling the Real Deal:
   • Delving into the heart of the matter – quality. Acquiring the course directly from the sale page ensures that all documents and materials are identical to those obtained through conventional means. However, our differentiator lies in going beyond personal study; we take an extra step by reselling. It’s important to note that we are not the official course providers, meaning certain premium services aren’t included in our package:
     • No coaching calls or scheduled sessions with the author.
     • No access to the author’s private Facebook group or web portal.
     • No entry to the author’s exclusive membership forum.
     • No direct email support from the author or their team.

   We operate independently, aiming to bridge the affordability gap without the additional services offered by official course channels. Your understanding of our unique approach is greatly appreciated.

Refund is acceptable:

• Firstly, item is not as explained
• Secondly, Item do not work the way it should.
• Thirdly, and most importantly, support extension can not be used.

Thank you for choosing us! We’re so happy that you feel comfortable enough with us to forward your business here.