eShareholder University
Investment Education for the Successful Investor
You must be a registered user to enroll in our courses. Register now!
eShareholder University brings a dynamic and empowering educational opportunity to a new generation of investors. With an extensive investment education curriculum utilizing traditional and technologically advanced teaching methods, eShareholder University enables individuals to experience e-learning at its very best. You can gradually progress through the freshman, sophomore, junior and senior levels.
Focusing on translating and demystifying the complexities of the financial markets, eShareholder University will prepare you for strategic decision making in the financial arena. Whether it’s today’s stock market fluctuations, portfolio management challenges or wealth building opportunities, becoming an eShareholder University graduate will put you firmly on the road to intelligent investing.
Investment Education for the Successful Investor
This course will teach you beginning to advanced investment concepts to help you succeed with your investing endeavors.
| Module 1 | 101 - Introduction to investing |
| An introduction to investing | |
| Unit 1 | Four Steps to Investing Successfully |
| Unit 2 | Start With Education |
| Unit 3 | Types of Investors |
| Unit 4 | Assessing Your Risk Tolerance |
| Unit 5 | Setting Goals & Your Timeline |
| Unit 6 | Building a Portfolio |
| Unit 7 | 101 - Quiz |
| Module 2 | 102 - Introduction to stocks |
| Introduction to stocks | |
| Unit 1 | 102 - Overview |
| Unit 2 | The Stock Market |
| Unit 3 | Stock Exchanges |
| Unit 4 | Types of Stocks |
| Unit 5 | Share Terminology |
| Unit 6 | Splits and Reverse Splits |
| Unit 7 | Dividends |
| Unit 8 | Growth versus Income |
| Unit 9 | Risk Vs Return |
| Unit 10 | How to Assess the Risk of a Stock |
| Unit 11 | Fundamentals of the Company |
| Unit 12 | Using Technical Analysis to Assess a Stock |
| Unit 13 | How the Beta Can Help Evaluate a Stock |
| Unit 14 | Securities Act of 1933 & 1934 - What it Means to You |
| Unit 15 | 102 - Quiz |
| Module 3 | 103 - Introduction to Funds |
| Introduction to Funds | |
| Unit 1 | Fund ABC’s: |
| Unit 2 | Why invest in a mutual fund instead of individual stocks? |
| Unit 3 | Drawbacks of Buying into a Fund |
| Unit 4 | How to Find the Right Broker/Mutual Fund |
| Unit 5 | Choosing a Mutual Fund |
| Unit 6 | Load and No-Load Funds |
| Unit 7 | Actively and Passively Managed Funds |
| Unit 8 | Types of Funds |
| Unit 9 | Two Pillars of Investing: Asset Allocation and Diversification |
| Unit 10 | Funds |
| Unit 11 | Taxation Issues |
| Unit 12 | Advice for All Mutual Funds |
| Unit 13 | Glossary: |
| Unit 14 | 103 - Quiz |
| Module 4 | 104 - Introduction to Bonds |
| Introduction to Bonds | |
| Unit 1 | 104 - Overview |
| Unit 2 | Factors in Bond Pricing |
| Unit 3 | Bond Maturation |
| Unit 4 | Types of Bonds |
| Unit 5 | Bond Redemption |
| Unit 6 | Bond Risks |
| Unit 7 | Bond Indexes |
| Unit 8 | Basics of Bond Trading |
| Unit 9 | Bond Trading Strategies |
| Unit 10 | 104 - Quiz |
| Module 5 | 105 - Introduction to Treasuries, CD’s & Money Markets |
| Introduction to Treasuries | |
| Unit 1 | 105 - Overview |
| Unit 2 | Types of Treasury Certificates |
| Unit 3 | Treasury Direct |
| Unit 4 | Auctions |
| Unit 5 | The Competitive and the Noncompetitive Bid |
| Unit 6 | Treasury Bills |
| Unit 7 | About Treasury Notes, Treasury Bonds and TIPS |
| Unit 8 | Treasury Notes |
| Unit 9 | Treasury Bonds |
| Unit 10 | TIPS – Treasury Inflation Protected Securities |
| Unit 11 | Other Treasury Products |
| Unit 12 | Certificates of Deposit |
| Unit 13 | 105 - Quiz |
| Module 6 | 106 - Introduction to Options |
| Introduction to Options | |
| Unit 1 | 106 - Overview |
| Unit 2 | What is an option? |
| Unit 3 | Call and Put Options |
| Unit 4 | Exercise, Execute & Expire |
| Unit 5 | In, At and Out of the Money |
| Unit 6 | Covered and Naked Calls and Puts |
| Unit 7 | Exercising Early |
| Unit 8 | Trading Levels |
| Unit 9 | Volatility & Risk |
| Unit 10 | Employee Stock Options (ESO’s) |
| Unit 11 | 106 - Quiz |
| Module 7 | 107 - Introduction to Futures |
| Introduction to Futures | |
| Unit 1 | 107 - Overview |
| Unit 2 | Stock Futures |
| Unit 3 | Margin accounts |
| Unit 4 | Pricing |
| Unit 5 | Commodities Futures |
| Unit 6 | Currency Futures |
| Unit 7 | Hedging and Speculating |
| Unit 8 | Options on Futures |
| Unit 9 | Futures Pros and Cons |
| Unit 10 | 107 - Quiz |
| Module 8 | 108 - Introduction to Commodities, Gold & Precious Metals |
| Introduction to Commodities, Gold & Precious Metals | |
| Unit 1 | 108 - Overview |
| Unit 2 | What Commodities to Choose |
| Unit 3 | Risk |
| Unit 4 | Commodity Futures |
| Unit 5 | Commodity Trading Strategy Tips |
| Unit 6 | Ready to Trade |
| Unit 7 | Trading Futures in Metals |
| Unit 8 | 108 - Quiz |
| Module 9 | 109 - Freshman Final Exam |
| Final Exam | |
| Unit 1 | Freshman Final Exam |
| Module 10 | 201 - Fundamentals of Stocks |
| Sophomore Course - Fundamentals of Stocks | |
| Unit 1 | What are a stock’s fundamentals? |
| Unit 2 | Income Statement |
| Unit 3 | Balance Sheet |
| Unit 4 | Cash Flow Statements |
| Unit 5 | Earnings |
| Unit 6 | Earnings per Share (EPS) |
| Unit 7 | Current Earnings per Share |
| Unit 8 | Forward Earnings per Share |
| Unit 9 | Trailing Earnings |
| Unit 10 | Price to Earnings Ratio (P/E) |
| Unit 11 | PEG = Projected Earnings Growth |
| Unit 12 | Price to Sales Ratio (P/S) |
| Unit 13 | Price to Book Value (P/B) |
| Unit 14 | Return on Equity (ROE) |
| Unit 15 | Beta |
| Unit 16 | Debt to Equity Ratio (D/E) |
| Unit 17 | Dividends |
| Unit 18 | Dividend Yield |
| Unit 19 | Dividend Payout Ratio |
| Unit 20 | Analyst Opinion and Estimates |
| Unit 21 | Ratings |
| Unit 22 | Earnings Estimates |
| Unit 23 | Major Ratings |
| Unit 24 | Earnings Estimates and Surprises |
| Unit 25 | Target Price – |
| Unit 26 | Information generally provided with a stock on financial websites: |
| Unit 27 | 201 - Quiz |
| Module 11 | 202 - Fundamentals of a Stock Part II |
| 202 - Part 2 of "Fundamentals of a Stock" | |
| Unit 1 | Earnings Season |
| Unit 2 | Volatility of Earnings Season |
| Unit 3 | Earnings Estimates and Surprises |
| Unit 4 | How to Play Earnings |
| Unit 5 | The Role of Company Analysis |
| Unit 6 | The Role of Industry Analysis |
| Unit 7 | Economic Factors: |
| Unit 8 | The Role of Economic Analysis |
| Unit 9 | Extrinsic and Intrinsic Values |
| Unit 10 | 202 - Quiz |
| Module 12 | 203 - Basics of Stock Trading – Part I |
| 203 - Basics of Stock Trading Part 1 | |
| Unit 1 | 203 - Overview |
| Unit 2 | Types of Brokerages |
| Unit 3 | Investigate Before Opening an Account |
| Unit 4 | Important points: |
| Unit 5 | Trading Tools at Your Brokerage Account |
| Unit 6 | Setting-Up the Account |
| Unit 7 | Main Types of Orders |
| Unit 8 | Positives and Negatives of Stop Loss Orders |
| Unit 9 | 203 - Quiz |
| Module 13 | 204 - 204 Basics of Trading Stocks Part II |
| 203 - Basics of trading stocks part 2 | |
| Unit 1 | Trading Psychology |
| Unit 2 | Investment/Trading Mistakes |
| Unit 3 | Type of Risks |
| Unit 4 | Managing Your Risks |
| Unit 5 | After Hours Trading |
| Unit 6 | 204 Quiz |
| Module 14 | 205 - ETFs and ETNs |
| 205 - Learing ETFs and ETNs | |
| Unit 1 | Exchange Traded Funds (ETFs) |
| Unit 2 | Attraction of ETFs |
| Unit 3 | Tax Issues with an ETF vs. a Mutual Fund |
| Unit 4 | How safe are ETFs? |
| Unit 5 | Type of ETFs |
| Unit 6 | Index Funds |
| Unit 7 | Inverse or Short ETFs |
| Unit 8 | Leveraged ETFs |
| Unit 9 | Actively Managed ETFs |
| Unit 10 | Sector ETFs |
| Unit 11 | Growth vs. Value ETFs |
| Unit 12 | Market capitalization ETFs |
| Unit 13 | Emerging Markets and Foreign ETFs |
| Unit 14 | Bond/Fixed Income ETFs |
| Unit 15 | Commodities ETFs |
| Unit 16 | REIT ETFs |
| Unit 17 | Exchange-Traded Notes (ETN’s) |
| Unit 18 | Some Advantages of ETN’s |
| Unit 19 | Disadvantages |
| Unit 20 | 205 Quiz |
| Module 15 | 206 - Basics of Trading Futures |
| 206 - Basics of Trading Futures | |
| Unit 1 | 206 - Overview |
| Unit 2 | Long and Short Term Positions |
| Unit 3 | Margins & Leverage |
| Unit 4 | Price and Position Limits |
| Unit 5 | Basis |
| Unit 6 | Commodity or Cash Settlements |
| Unit 7 | Index Futures |
| Unit 8 | Expirations |
| Unit 9 | Spreads |
| Unit 10 | Fair Value |
| Unit 11 | Exiting Contract using Option |
| Unit 12 | Floor Traders & Exchange Specialists |
| Unit 13 | 206 - Quiz |
| Module 16 | 207 - Basics of Trading Options |
| 207 - Basics of Trading Options | |
| Unit 1 | 207 - Overview |
| Unit 2 | What kind of options investor are you? |
| Unit 3 | Options Orders |
| Unit 4 | Intrinsic & Time Value |
| Unit 5 | Open Interest, Volume & Liquidity |
| Unit 6 | Option Pricing |
| Unit 7 | Leverage of Options |
| Unit 8 | Option Spreads |
| Unit 9 | Show or Fill Rule |
| Unit 10 | Exercising Options |
| Unit 11 | Expiration Cycles |
| Unit 12 | Delta |
| Unit 13 | Synthetic Options |
| Unit 14 | Stocks versus Options |
| Unit 15 | Summary |
| Unit 16 | 207 Quiz |
| Module 17 | 208 - Internet Investor |
| 208 - Internet Investor | |
| Unit 1 | 208 - Overview |
| Unit 2 | Setting-Up Your Account |
| Unit 3 | Doing the Research |
| Unit 4 | Social Media for the Investor |
| Unit 5 | Financial Blogs |
| Unit 6 | Online Investment Strategy |
| Unit 7 | Protect Yourself Investing Online |
| Unit 8 | 208 Quiz |
| Module 18 | 208 - Sophomore Final Exam |
| 208 - Sophomore Final Exam | |
| Unit 1 | Sophomore Final Exam |
| Module 19 | 301 Stock Trading Strategies - Part I |
| 301 Stock Trading Strategies - Part I | |
| Unit 1 | Investment Principles and Strategies |
| Unit 2 | Diversification |
| Unit 3 | Asset Class Investing |
| Unit 4 | Stock Strategies |
| Unit 5 | Portfolio Rebalancing |
| Unit 6 | 301 Quiz |
| Module 20 | 302 – Stock Trading Strategies Part II |
| 302 – Stock Trading Strategies Part II | |
| Unit 1 | The Importance of Strategies |
| Unit 2 | Sector Rotation |
| Unit 3 | Market Neutral Strategies |
| Unit 4 | Short Term Strategies |
| Unit 5 | Moving Averages |
| Unit 6 | Trading the Moving Averages |
| Unit 7 | Trading on News |
| Unit 8 | Overnight Trading Strategy |
| Unit 9 | Market Timing |
| Unit 10 | Algorithmic & High Frequency Trading |
| Unit 11 | Exit Strategy |
| Unit 12 | Trading the Tick |
| Unit 13 | Trading the TRIN |
| Unit 14 | Leveraging & Short Selling |
| Unit 15 | Day Trading |
| Unit 16 | Pros and Cons of Day Trading |
| Unit 17 | Swing Trading |
| Unit 18 | Morning Opening Gap |
| Unit 19 | Trading Strategy |
| Unit 20 | 302 Quiz |
| Module 21 | 303 – Margins & Short Selling |
| Margins and Short Selling | |
| Unit 1 | 303 - Overview |
| Unit 2 | Hedging or Speculating |
| Unit 3 | Short Sales & Naked Short Selling |
| Unit 4 | Margin Accounts |
| Unit 5 | Maintenance Margin & Margin/Maintenance Calls |
| Unit 6 | Advantages & Risks |
| Unit 7 | Short Sale Strategies |
| Unit 8 | Short Selling & Ethics |
| Unit 9 | 303 Quiz |
| Module 22 | 304 – Stock Screeners |
| Stock Screeners | |
| Unit 1 | 304 – Stock Screeners |
| Unit 2 | Selecting Your Criteria |
| Unit 3 | Checklist for a Screener |
| Unit 4 | Free Stock Screeners |
| Unit 5 | Fee-Based Screeners |
| Unit 6 | Back Testing |
| Unit 7 | 304 Quiz |
| Module 23 | 305 – Options Strategies |
| 305 – Options Strategies | |
| Unit 1 | 305 - Overview |
| Unit 2 | Volatility and Volatility Index |
| Unit 3 | Ratio Spreads |
| Unit 4 | Bullish Strategies |
| Unit 5 | Bearish Strategies |
| Unit 6 | Neutral Strategies |
| Unit 7 | Other Strategies |
| Unit 8 | USING RISK GRAPHS |
| Unit 9 | Exit Strategies |
| Unit 10 | 305 Quiz |
| Module 24 | 306 – Futures Strategies |
| 306 – Futures Strategies | |
| Unit 1 | 306 - Overview |
| Unit 2 | Futures Quotes |
| Unit 3 | Bid / Ask Spreads |
| Unit 4 | Long and Short Strategy |
| Unit 5 | Spread Trading |
| Unit 6 | Pairs Trading |
| Unit 7 | Volume |
| Unit 8 | Fair Value at Market Open |
| Unit 9 | Managed Futures Strategy Funds |
| Unit 10 | 306 Quiz |
| Module 25 | 307 - Economic and Market Indicators |
| 307 - Economic and Market Indicators | |
| Unit 1 | 307 - Overview |
| Unit 2 | Economic Indicators |
| Unit 3 | Primary Economic Indicators |
| Unit 4 | The Dow Theory of the Market |
| Unit 5 | Market Movements and Trends |
| Unit 6 | Bull Markets |
| Unit 7 | Three Phases of Bull Market |
| Unit 8 | Bear Markets |
| Unit 9 | Three Phases of Bear Market |
| Unit 10 | Market Tops/Bottoms |
| Unit 11 | The Efficient-Market Hypothesis (EMH) |
| Unit 12 | 307 Quiz |
| Module 26 | 308 – Managing Your Portfolio |
| 308 – Managing Your Portfolio | |
| Unit 1 | 308 - Overview |
| Unit 2 | Portfolio Allocation |
| Unit 3 | Diversification |
| Unit 4 | Risk Tolerance |
| Unit 5 | Monitoring and Maintaining |
| Unit 6 | Rebalancing and Reacting to Market Conditions |
| Unit 7 | Taxes (Cost Basis and Tax Optimization) |
| Unit 8 | Dashboard Management Products |
| Unit 9 | 308 Quiz |
| Module 27 | Junior Course Final Exam |
| Final Exam | |
| Unit 1 | Junior Course Final Exam |
| Module 28 | 401 - Stock Charts |
| Stock Charts | |
| Unit 1 | The Major Charts |
| Unit 2 | Line Charts |
| Unit 3 | Bar Charts |
| Unit 4 | Japanese Candlestick Charts |
| Unit 5 | Point and Figure Charts |
| Unit 6 | EquiVolume Charts |
| Unit 7 | Price Scaling |
| Unit 8 | Chart Patterns |
| Unit 9 | Support and Resistance |
| Unit 10 | Price Action |
| Unit 11 | Basing & Consolidation |
| Unit 12 | Cup & Handle Pattern |
| Unit 13 | Symmetrical Triangle |
| Unit 14 | Ascending and Descending Triangles |
| Unit 15 | Descending Triangle |
| Unit 16 | Flag & Pennant Patterns |
| Unit 17 | Price Channels |
| Unit 18 | Saucer or “Round Bottom” and Inverse Saucer Pattern |
| Unit 19 | Head and Shoulder Pattern |
| Unit 20 | Inverse Head and Shoulders |
| Unit 21 | Double Tops and Bottoms - Reversal Patterns |
| Unit 22 | Triple Tops and Bottoms |
| Unit 23 | Trading Gaps |
| Unit 24 | Islands Tops and Bottoms |
| Unit 25 | 123 Reversal Pattern |
| Unit 26 | Pivot Points |
| Unit 27 | Reversal vs. Retracement |
| Unit 28 | Reversals |
| Unit 29 | Retracements |
| Unit 30 | Fibonacci Retracement Pattern |
| Unit 31 | Elliot Wave |
| Unit 32 | 401 Quiz |
| Module 29 | 402 – Stock Charts & Indicators |
| Stock Charts & Indicators | |
| Unit 1 | 402 - Overview |
| Unit 2 | What Makes Stocks Move |
| Unit 3 | Market Indicators |
| Unit 4 | The Importance of Volume |
| Unit 5 | Technical Analysis |
| Unit 6 | Technical Indicators |
| Unit 7 | Oscillators |
| Unit 8 | Price Indicators |
| Unit 9 | Volume Indicators |
| Unit 10 | Volatility Indicators |
| Unit 11 | Momentum Indicators |
| Unit 12 | 402 Quiz |
| Module 30 | 403 – Technical Analysis Notes |
| Technical Analysis Notes | |
| Unit 1 | 403 - Overview |
| Unit 2 | Cycles |
| Unit 3 | Gauging Market Sentiment |
| Unit 4 | The Technical Analysis Arsenal |
| Unit 5 | Tips to Remember When Using Technical Analysis |
| Unit 6 | Level II Quotes |
| Unit 7 | Final Notes about Technical Analysis |
| Unit 8 | 403 Quiz |
| Module 31 | 404 - Candlestick Charting |
| CANDLESTICK CHARTING | |
| Unit 1 | 404 - Overview |
| Unit 2 | Basic Shapes - Indicating Strength |
| Unit 3 | Basic Shapes - Indecision/Reversal Candlesticks and/or Patterns |
| Unit 4 | Simple Patterns - Patterns Indicating Both Bearish and Bullish Reversals |
| Unit 5 | Continuation Patterns |
| Unit 6 | Rising and Falling Three Methods |
| Unit 7 | Upside and Downside Tasuki Gap |
| Unit 8 | Three Line Strike |
| Unit 9 | Bearish Reversal Patterns |
| Unit 10 | Bullish Reversal Patterns |
| Unit 11 | Pros and Cons |
| Unit 12 | 404 Quiz |
| Module 32 | 405 - Trends |
| Trends | |
| Unit 1 | 405 - Overview |
| Unit 2 | Dow Theory and Trend Trading |
| Unit 3 | Trading Trend Lines |
| Unit 4 | Drawing Trend Lines |
| Unit 5 | Trend Line Channels |
| Unit 6 | Market Trend Analysis |
| Unit 7 | Uptrends and Downtrends |
| Unit 8 | Moving Average Crossover |
| Unit 9 | Trend Reversals |
| Unit 10 | U-Turn |
| Unit 11 | Jumpstart |
| Unit 12 | Free Fall |
| Unit 13 | Consolidation and Basing |
| Unit 14 | Entry & Exit Strategies in Trend Trading |
| Unit 15 | Pros & Cons of Trend Trading Systems |
| Unit 16 | Turtle Trend Trading |
| Unit 17 | Trend Trading Software |
| Unit 18 | 405 Quiz |
| Module 33 | 406 – Advanced Options |
| Advanced Options | |
| Unit 1 | 406 - Overview |
| Unit 2 | Options Pricing Models |
| Unit 3 | Options Greeks |
| Unit 4 | Implied Volatility and Volatility Skews & Smiles |
| Unit 5 | Ratio of Reward versus Risk |
| Unit 6 | Leverage |
| Unit 7 | Level II Quotes |
| Unit 8 | Legging |
| Unit 9 | Trading Style |
| Unit 10 | 406 Quiz |
| Module 34 | 407 – Advanced Futures |
| Advanced Futures | |
| Unit 1 | 407 – Advanced Futures |
| Unit 2 | Trends in Pricing |
| Unit 3 | Fair Value |
| Unit 4 | Mark to Market |
| Unit 5 | Basis Risk |
| Unit 6 | Risk & Reward |
| Unit 7 | Futures Contracts |
| Unit 8 | Placing Orders |
| Unit 9 | Commodity Pool |
| Unit 10 | 407 Quiz |
| Module 35 | 408 – Day Trading or Investing |
| Day Trading or Investing | |
| Unit 1 | Which Type of Investor Are You? |
| Unit 2 | Risks/Rewards of Day Trading |
| Unit 3 | Principles & Strategies of Day Trading |
| Unit 4 | Risks/Rewards of Long-Term Investing |
| Unit 5 | Principles & Strategies of Long-Term Investing |
| Unit 6 | Active Management |
| Unit 7 | Financial Professional or DIY |
| Unit 8 | Day Trading |
| Unit 9 | Day Trading Strategies |
| Unit 10 | Time-of-Day Trading |
| Unit 11 | After-Hours Trading |
| Unit 12 | Managing Day Trading Risk |
| Unit 13 | Exit Strategy Reminders |
| Unit 14 | A Last Word about Timing the Market |
| Unit 15 | The Investing Journey Begins |
| Unit 16 | 408 Quiz |
| Module 36 | 409 - Senior Final Exam |
| Final Exam | |
| Unit 1 | Senior Final Exam |