Course Overview and Getting Started ... What Is Confident Investing? ... Three Simple Scenarios that Illustrate Confident Investing ... The Building Blocks of Confident Investing … Who Will Benefit From Completing This Course? … How This Course Is Different … Overview of Course Lessons … Creating Your Study Plan … Lesson Summary.

Basic Knowledge: The Cornerstone Of Confident Investing … The Difference Between Saving and Investing … The Power of Investment Compounding … Factors Affecting Your Accumulation of Wealth … Investing Risk vs. Investing Reward … Your Investing Choices: An Overview of Asset Classes ...Basics of Cash and Cash Equivalent Investments … Basics of Bond Investments … Basics of Stock Investments … Lesson Summary.

The Importance of an Investing Plan … Setting Your Investing Goals … Funding Your Goals … Are Your Goals Feasible? … Determining Your Risk Tolerance … Your “Expected Return” Rates … Reconciling Your Goals with Your Risk Profile … Your Individual Goal Worksheet … Lesson Summary.

Overview of Portfolio Construction … Understanding Types of Risk … Asset Allocation and Risk Reduction … Longer Time Horizons Reduce Risk … Determining Your Initial Asset Allocation … Investment Diversification and Risk Reduction … Our Sample Investing Plan … Lesson Summary.

Using Mutual Funds To Implement Your Investing Plan … Mutual Fund Basics … Pros and Cons of Mutual Funds … The Importance of Fund Categories … Overview of Fund Categories … Bond Fund Categories … Stock Fund Categories … Specialty Funds: Balanced, Sector and Index Funds … Summary List of Fund Categories ...Using Fund Categories In The Portfolio Building Process … Lesson Summary.

Overview Of Index Investing … What Is An Index and How Is An Index Created? … Understanding Index Mutual Funds … Understanding Exchange Traded Funds … Using Index Vehicles For Sector Investing … Sectors and the Business Cycle … Index Vehicles and Targeted Investing … Creating Your Own Index Fund … Lesson Summary.

Refining Your Portfolio Using Fund Categories … Fund Category Menu … Your Asset Allocation: A Reality Check … A Structure For Selecting Fund Categories … Fund Category Considerations and Data Collection … Selecting Fund Categories For Your Portfolio … Advancing Our Sample Portfolio … Our Cash Fund Category Selections … Our Bond Fund Category Selections … Our Stock Fund Category Selections … Considering Sector and Specialty Stock Funds … Our “First Pass” Fund Category Allocation Worksheet … Select and Test Your Fund Categories … Lesson Summary.

Selecting Individual Mutual Funds, An Overview … Starting With A Core Fund Family … Fund Evaluation Factors and Checklist … Web Resources For Evaluating Mutual Funds … Finding Mutual Fund Candidates … Fund Screening … Two Examples of the Fund Selection Process … Filling-In Your Fund Portfolio … Analyzing Your Portfolio In More Depth … Advancing Your Individual Goal Worksheet … Lesson Summary.

What Will It Take To Meet Your Investing Goal? … Return Required From Your Active Segment ...Straight Talk About Trading Stocks … Integrating An Active Segment Into Your Portfolio … Completing the Individual Goal Worksheet .. Completing the Portfolio and Investing Plan .. Lesson Summary.

Trading Stocks - An Overview … What Is Fundamental Analysis? … Fundamentally, What Is A Stock Worth? … Understanding Corporate Financial Statements … Earnings and Earning Estimates … Using Fundamental Factors To Evaluate A Stock … The NAOI Stock Fundamental Analysis Checklist … Web Resources For Stock Evaluation … Stock Ideas Part 1: Screening On Fundamental Factors … Stock Ideas Part 2: Using Third Party Advice … Lesson Summary.

Technical Analysis: An Overview … Price Quotes and Basic Charting … Levels of Technical Analysis … Simple Technical Analysis … Technical Analysis Indicators … The NAOI Stock Technical Analysis Checklist … Screening On Price Related Factors … Rational Screening … Technical Analysis and Your Stock Trading Plan … Technical Analysis Summary … Stock Trading Summary.

Managing and Monitoring Your Portfolio, An Overview … Components of Investment Management … Structuring Your Investment Management Environment … Portfolio Manager Types … Portfolio Manager Capability Checklist … Scheduled Portfolio Reviews … Unscheduled Portfolio Reviews … Creating An “Alerts” System For Your Portfolio … Monitoring Individual Stocks and Your Trading Plan … Lesson Summary.

Overview of the Brokerage Environment … Types of Brokers ...Understanding Account Types … More About Margin Accounts … Understanding Order Types … Understanding Short Selling … Evaluating Full Service Brokers … Evaluating Discount/Online Brokers … Mechanics of the Online Trade … Resolving Broker Related Problems … Your Trading Transaction Log … Lesson Summary.

Independent Financial Assistance, An Overview … Defining Your Needs - The NAOI Financial Services Checklist … Understanding Your Advisor Choices … Finding Advisor Candidates … The Financial Advisor Evaluation Process … The Financial Advisor Interview Form / Questionnaire … Responsibilities Of Your Advisor … Your Responsibilities When Working With An Advisor .. Your Rights and Problem Resolution .. Lesson Summary.

Setting Up Your Investing Business … Your “Human” Support Team … Your Web Resource Toolkit … Building An Investing Web Portal … Considering Subscriptions and Fee-Based Services … Using Financial Media Resources … Lesson Summary: Putting It All Together.

What Are Stock Options?... An Options Primer ... Options Pricing and Quotes ... Basic Trades ... Writing Covered Calls ... Trading Options Online ... Options Tools and Getting Advice ...Learning More ... Lesson Summary