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Overview    Smart Investing    Confident Investing     Certification Course     Choosing     What You Will Learn



 
Choosing the Course Right For You

The NAOI offers three powerful and comprehensive Investor Empowerment Courses for a full range of experience levels, investing "styles" and investing goals. 

Each course will give you the knowledge, structure and resources required to dramatically improve your investing skills and to take back control of your portfolio from third parties. Each is designed to give you the potential to lead a lifetime of confident and effective investing.

The information presented below will help you to decide which course is right for you. Click the course title on the submenu, above, for complete details on each.

 



The Smart Investing Course is presented totally online. The book shown is for illustration purposes only.

Course Specification Comparison

Following is a side-by-side comparison of the NAOI Investing Study Courses offered. The major similarities and differences are highlighted below the table.

Course:

Individual Investor
Certification Program

Confident Investing 
in 30 Days

Smart Investing in 
8 Easy Lessons

Number of Lessons 16 (contains a stock options lesson) 15 (no stock options lesson)

8

Course Presentation Format Multi-media: hardcopy book plus online component  Multi-media: hardcopy book plus online component 

Completely Online
with printable worksheets and checklists

Book Format 8.5 x 11 comb binding for easy "lay flat" study 8.5 x 11 comb binding for easy "lay flat" study Not applicable
NAOI Membership Included One Year Membership for access to the course online component One Year Membership for access to the course online component One Year Membership for access to the course
Hardcopy Book Pages approx. 375 pages approx. 290 pages Not applicable
Test Questions approx. 300 approx. 250 approx. 100
Content Level college advanced high school / beginning college high school
Estimated Completion Time approx. 42 hours approx. 30 hours between 8 and 12 hours
Completion Reward Certification Diploma and Certification Letter  Course Graduation Diploma Discounts on advanced courses
Retail Price
(please click the Order/Join tab at the top of the page to check current pricing)
$249 + Shipping /Handling $149 + Shipping / Handling $99 - No Shipping / Handling

The Major Similarities
  • None of the courses assume any previous investing experience or any particular investing style. Each course will be beneficial to conservative investors as well as to aggressive investors. Each course will be as valuable to investors who prefer to work on their own as to those who prefer to work with an advisor.

  • All courses teach the basic principles of investing and provide a step-by-step process for setting investing goals and developing a detailed Investing Plan and related portfolio for meeting each goal.

  • All courses provide a methodology and resources for identifying and evaluating funds and stocks for inclusion in your portfolio.

  • All courses point to Web resources that will enable you to effectively monitor and manage your portfolio. All courses suggest a portfolio review schedule and provide a checklist of items to evaluate on a periodic basis.

  • All courses have a testing module to reinforce your learning retention. 

  • All courses provide rewards for completing the material

The Major Differences

  • Topics covered in the "Confident Investing" and "Certification Program" courses that are not fully covered in the "Smart Investing" course include the following: more detail in the areas of Index Funds and Exchange Traded Funds, Sector Investing, Economic Indicators, the Business Cycle, greater detail on Fund and Stock Screening, Building an Investing Team, Setting Up a Complete Investing Environment, and advanced topics such as Short Selling and Trading Stock Options (Certification Program only). The advanced courses also explore the world of fund and stock due diligence in more depth.

  • In general, the two advanced courses provide a more in-depth study of investing topics than is found in the "Smart Investing" course. This is evidenced by the greater number of lessons, test questions and estimated hours for completion.

Selection Suggestions

  • You major decision is between selecting the Smart Investing Course and selecting one of the two advanced courses. Select the Smart Investing Course if you are just starting to explore the world of investing and want to get a "taste" for what is required to become a confident investor. You can always upgrade to a more advanced course after graduating. You will receive a discounted price for doing so.

  • Select one of the more advanced courses if you are willing to commit the time and effort required to complete a college level course in investing that can empower you to strive for investing goals that significantly exceed market average returns. 


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