Introduction to Investing (On-demand)
Get fluent in investor language fast. Learn key terms, math tools like IRR, and how debt and mortgages shape strategy. Hear from an industry expert on qualifying, serving, and retaining repeat investor clients.
Introduction to Investing
Disclaimer
System Requirements
Course Navigation and Structure
Course Completion
If You Need Help
VIDEO: Welcome
VIDEO: Investment Essentials
Welcome to the World of Investing
Learning the Language of Investment
VIDEO: Learning the Language of Investment
Acronyms and Terms You Must Know
VIDEO: Acronyms
Understanding The Stack
VIDEO: The Stack
The Power of Opportunity Cost
VIDEO: Opportunity Cost
What’s Your Risk Profile?
VIDEO: Risk Profile
Wrapping Up and Next Steps
Chapter 1 | Knowledge Check
Advanced Math Tools for Investors
Having the Math Skills to Work With Investors
VIDEO: Having the Math Skills to Work With Investors
Understanding Internal Rate of Return (IRR)
VIDEO: Internal Rate of Return
Mastering the Math of Smart Investment
Chapter 2 | Knowledge Check
Understanding Debt as a Tool
Borrowing Money
VIDEO: Borrowing Money
Understanding Mortgages
VIDEO: Mortgages
Mastering Debt for Long-Term Wealth
Chapter 3 | Knowledge Check
An Interview on Investing Success
VIDEO: Interview Part 1
Interview Summary: Types of Investors
VIDEO: Interview Part 2
Interview Summary: Qualifying and Serving Investor Clients
VIDEO: Interview Part 3
Interview Summary: Building Repeat Investor Business
VIDEO: Interview Part 4
Interview Summary: Marketing and Positioning to Investors
Next Steps
Chapter 4 | Knowledge Check
Congratulations – You Did It!
Final Exam
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