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所在平台: Coursera |
课程主页: https://www.coursera.org/learn/investing-fundamentals
课程评论：没有评论
课程名称：投资基础 课程概述：本课程主要面向希望更好理解投资概念及其如何融入整体财务计划的新手投资者。课程由CERTIFIED FINANCIAL PLANNER™专业人士授课，将涵盖不同的投资工具、风险承受能力、多样化投资、主动与被动投资之间的区别，以及投资费用和税收等内容。无论你是刚开始投资，还是希望在投资决策中更积极地参与，课程都能为你提供必要的知识，让你在为自己和家庭做出投资决策时更加自信。该课程适合美国的学习者。 课程大纲： 1. 理解不同类型的投资 - 描述：本模块将帮助你了解不同类型的投资，包括股票、债券、衍生品和集体投资。这将为你打下更好理解投资的基础。 2. 风险与收益的平衡 - 描述：本模块将帮助你理解风险和收益的概念，以及如何测量这两者。同时，它也将提供工具来评估你的风险承受能力。 3. 制定投资策略 - 描述：本模块将帮助你理解时间跨度如何影响你的投资策略，并区分主动投资与被动投资的不同。 4. 理解税收与费用 - 描述：本模块将帮助你了解费用和税收在投资中的作用。 该课程将为任何希望通过投资来改善财务状况的人提供实用的知识和技能。
Name:Understanding the Different Types of Investments
Description:This module will help you understand different types of investments including stocks, bonds, derivative products, and pooled investments. It will help set the foundation to have a better understanding of investing.
Name:Balancing Risk and Return
Description:This module will help you understand the concept of risk and return, as well as ways to measure both. It will also help you have the tools to evaluate your own risk tolerance.
Name:Developing an Investment Strategy
Description:This module will help you understand how your time horizons impact your investing strategy. It will also help you understand the difference between passive and active investing.
Name:Understanding Taxes and Fees
Description:This module will help you understand the role of fees and taxes in investing.
This is primarily aimed at novice investors who want to better understand the concept of investing and how it can fit into their overall financial plan. Taught by a CERTIFIED FINANCIAL PLANNER™ Professional, this course will cover different investment vehicles, risk tolerance, diversification, and the difference between active and passive investing, as well as investment fees and taxes. Whether you are just getting started investing or want to play a more active role in your investment decisions, this course can provide you the knowledge to feel comfortable in the investing decisions you make for yourself and your family. This course is geared towards learners in the United States of America.
