Freshman Course
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 |