Investing Fundamentals

The Basics

	Calculate compounded interest
	Make plans for financial goals
	Use 401(k) and IRA plans to their maximum benefit
	Balance diversification and risk
	Make budget plans for investment funds

Organizing

	Examine net worth
	Select records for storage
	Maintain and use cash reserves
	Set financial goals
	Get more information about investments

Stocks

	Explain the benefits of buying stocks
	Describe the major stock markets
	Distinguish between the types of stocks available
	Choose stock candidates
	Decipher a stock listing
	Research stock candidates
	Trade stocks

Bonds

	Distinguish between types of bonds (U.S. Treasuries U.S. government agency bonds municipal bonds and corporate bonds)
	Determine the taxable equivalent yield for U.S. Treasuries and municipal bonds
	Explain any risk factors associated with different types of bonds
	Explain reasons for using municipal bonds in an investment portfolio
	Describe high-grade and high-yield corporate bonds and how they fit into a portfolio
	Explain the effects of rising interest rates on different types of bonds
	Research and purchase different bond types

Mutual Funds

	Distinguish between types of funds
	Analyze mutual funds
	Choose mutual funds
	Buy and sell shares in mutual funds

Planning

	Invest for retirement
	Use IRA and 401(k) accounts
	Choose a life insurance policy
	Choose disability insurance