Udemy, Chad Tennant – Investing: Stocks – Bonds and Exchange – Traded Funds

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What is the target audience?

• Individuals at any knowledge level who desire to learn about investing, DIY investing, and personal finance
• This course is NOT geared toward individuals seeking to day trade stocks, options or other securities
• This course is NOT about some BS or fairytale trading system that will supposedly make you rich

Curriculum

Section 1: Course Overview
1
Section Overview
00:29

.
2
Why You Should Take this Course
00:57

.
3
What’s in It for You: The Benefits
01:56

.
4
Instructor Profile
00:53

.
Section 2: The Big Picture Starring Financial Planning
5
Section Overview
00:12

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6
Cash Flow Management
00:39

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7
Risk Management
00:46

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8
Wealth Management
00:34

.
9
Tax Planning
00:33

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10
Estate Planning
00:56

.
11
Making Sense of It All: The Financial Planning Pyramid
Preview
01:18

.
Section 3: Advisors: Who Can Help You?
12
Section Overview
00:32

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13
Financial Advisor Defined
00:44

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14
Financial Planner: Role and Responsibilities
00:48

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15
Insurance Producer: Role and Responsibilities
01:07

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16
Investment Representative: Role and Responsibilities
01:25

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17
Tax Planner: Role and Responsibilities
00:45

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18
Top Credentials and Designations
02:27

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Section 4: Asset Classes: Traditional and Alternatives
19
Section Overview
00:13

.
20
Intro to Asset Classes
Preview
00:37

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21
Cash
00:38

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22
Fixed-Income
00:43

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23
Equities
00:17

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24
Alternatives: REITs and Commodities
00:43

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25
Asset Classes – Reference
2 pages

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Section 5: The World of Securities
26
Section Overview
00:14

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27
Bonds
00:53

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28
Stocks
01:02

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29
Real Estate Investment Trusts (REITs)
00:47

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30
Derivatives
01:18

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31
Asset Classes and Securities – Reference
00:42

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Section 6: Managed Funds: Mutual Funds, ETFs, and More
32
Section Overview
00:19

.
33
Managed Funds
01:33

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34
Mutual Funds
01:02

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35
Exchange-traded Funds (ETFs)
Preview
01:38

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36
Fund of Funds (FoFs)
00:40

.
37
Target Date Funds (TDFs)
00:53

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38
Private Equity Funds
00:58

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39
Hedge Funds
01:42

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40
Mutual Fund vs. ETF – Reference
2 pages

.
Section 7: Investing Does Carry Risks
41
Section Overview
00:18

.
42
What’s Investment Risk?
Preview
01:23

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43
Risk-reward Diagram
00:52

.
44
Different Types of Risk – Reference
5 pages

.
Section 8: FYI – Financial Terms You Should Know
45
Section Overview
00:30

.
46
Earnings
00:54

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47
Earnings Per Share (EPS)
00:47

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48
Price-to-Earnings (P/E Ratio)
02:07

.
49
Dividend Yield
01:04

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50
Initial Public Offering (IPO)
01:04

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51
Market Capitalization
00:22

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52
Index
01:37

.
53
Google Finance: Applying the Terms
04:13

.
54
Other Terms to Look Up
2 pages

.
Section 9: Assets Behave Differently Just Like People
55
Section Overview
00:23

.
56
Asset Class Behavior
00:50

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57
Correlation Coefficient
01:14

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58
Standard Deviation
01:21

.
59
What Moves Market Values and Stock Prices
01:51

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60
Long Term Results from 1802
Preview
01:15

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61
Vanguard Interactive Chart: Asset Allocation
02:17

.
Section 10: Investing Strategies: Active vs. Passive
62
Section Overview
00:32

.
63
Approaches to Investing
00:23

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64
Active vs. Passive Management
01:38

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65
Fundamental Analysis
01:17

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66
Technical Analysis
01:45

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67
Which is the Better Approach to Investing?
02:01

.
68
So You Still Want to Invest in Stocks!
01:33

.
69
What Does Warren Buffett Think?
2 pages

.
70
Latest SPIVA Report
25 pages

Click on the external links for more reports.
Section 11: Investing Fees: Necessary, but Watch Out
71
Section Overview
00:18

.
72
Fees and Wealth Erosion
01:17

.
73
Managed Fund Fees
02:51

.
74
Costs Unseen: Trading Expense Ratio (TER)
3 pages

.
75
Advisor Compensation Models
02:57

.
76
Conflict of Interest ft. Steve Blum
02:09

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77
Taxes on Investments
01:26

.
78
Vanguard Interactive Chart: Fees and Returns
Preview
02:34

.
Section 12: Financial Literacy: Don’t Invest Without Being Knowledgeable
79
Section Overview
00:27

.
80
Financial Literacy 101
02:24

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81
Goal Setting
02:39

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82
Financial and Lifestyle Considerations
02:33

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83
Recommended Websites and Books
3 pages

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Section 13: Your Investor Profile: The Bedrock of Investing Success
84
Section Overview
00:20

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85
What’s Your Investor Profile?
00:57

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86
Your Objectives and Goals
00:53

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87
Your Time Horizon
01:37

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88
Your Risk Tolerance
01:32

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89
Your Age and Knowledge
01:38

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90
Investor Profile and Asset Allocation
01:47

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91
Life-Cycle Investing
01:05

.
92
Life-Cycle Investing – Reference
3 pages

.
Section 14: Your Investor Type: How You Will Navigate the Markets
93
Section Overview
00:21

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94
Investable Assets and Investor Types
01:42

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95
Simple Investor
00:39

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96
Funds Investor
00:30

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97
Stock Picker
00:56

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98
Trader
00:40

.
99
Investor Types Comparison – Reference
2 pages

.
100
Guiding Principles
01:54

.
Section 15: Investment Policy Statement (IPS) and Rebalancing
Section 16: Constructing Your Portfolio
Section 17: Fund Companies and Brokerages
Section 18: Becoming a DIY Investor
Section 19: That’s a Wrap!
Section 20: Investing Quizzes
101
Financial Planning
6 questions
102
Asset Classes & Securities
6 questions
103
Types of Advisors
6 questions
104
Mutual Funds & Exchange-traded Funds (ETFs)
6 questions
105
Investment Risks & Terms
6 questions
106
Investment Strategy
6 questions
107
Asset Allocation & Investment Categories
6 questions
108
Investment Fees
6 questions
109
Financial Literacy & Goal Setting
6 questions
110
Investor Profile & Life-Cycle Investing
6 questions
111
Investor Type & Guiding Principles
6 questions
112
Investment Policy Statement & Rebalancing
6 questions
113
Portfolio Construction
6 questions
114
Fund Companies & Brokerages
6 questions
Full curriculum

Instructor Biography
Chad Tennant , Author. Publisher. Marketer. Investor. Online Entrepreneur.

Chad is a bestselling publisher of several online courses and ebooks, which are available exclusively at Udemy and Amazon. He covers various topics concerning online business, entrepreneurship and income opportunities. He’s also the managing director of Remote Millionaire Media, a publishing and advisory firm.

Snapshot Credentials

·Business/marketing experience 10 years+

·Investing/advising experience 10 years+

·Stanford (Entrepreneurship) / Wharton (Marketing)

·Project Management Professional (PMP)

·Derivatives Management Specialist (DMS)

·Business/Commerce Degree

Instructor Biography
Remote Millionaire Media , Publisher. Marketer. Advisor.