Understanding the Fundamentals of Investments – A Guide for Accountants


This course will be an overview of: The securities market, the financial firms providing services to individual investors, and the agencies providing oversight of securities markets and investment professionals The various types of investment securities (stocks, bonds, mutual funds, exchange-traded funds, stock options) and the risk-return characteristics of each The principles and tools of investment analysis and selection of suitable investments: the risk-profile questionnaire, asset allocation, style box, benchmarks, and the efficient frontier