Equity Investing Essentials

Equity Investing Essentials


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. 


Unit Titles: 

  1. Equity Investments 
  1. Decision Making 



To describe the main equity investment vehicles that are available to be included in your portfolio. (Unit One) 

To discuss different investment approaches used in equity selection. (Unit One) 

To highlight the decisions to be made in determining your specific portfolio and the management of it over time. (Unit Two) 

To cover the risks faced and measurement tools used in the decision-making process. (Unit Two) 



Buy Now

Additional information


Field of Study

Delivery Method

Instructional Format

Knowledge Level

Advanced Preparation

Program Prerequisites

Who Should Attend

Course Author

Published Date

SKU: WA-124.24|Credits: 02| Financial Planning|eBook|Walter Austin Category:

cpeprime.com is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional  education on the National Registry of CPE Sponsors. State boards of  accountancy have final authority on the acceptance of individual courses  for CPE credit. Complaints regarding registered sponsors may be  submitted to the National Registry of CPE Sponsors through its website:  www.NASBARegistry.org.