Equity Investing

Course Description:

This course describes the various equity vehicles that are available, from the purchase of individual stocks to investing in a limited partnership. Investment approaches for common stocks as well as the analytical tools and definitions used in evaluating them are covered. The risks faced and indexes that may be used in choosing the investment portfolio are included. Topics such as diversification of the portfolio, market timing, portfolio design, and do-it-yourself investing versus using a financial advisor are discussed.

Learning Objectives:

Upon successful completion of this course, participants will be able to:

• Describe the main equity investment vehicles that are available to be included in your portfolio.
• Discuss different investment approaches used in equity selection.
• Highlight the decisions to be made in determining your specific portfolio and the management of it over time.
• Cover the risks faced and measurement tools used in the decision-making process.