Getting Started and Course Overview ... The Multi-Media Advantage ... The Goal of this Course: Confident Investing … Three Simple Scenarios that Illustrate Confident Investing ... The Building Blocks of Confident Investing … 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 … Beginning 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 … Advancing Our Sample Investing Plan … Lesson Summary.

Using Mutual Funds To Build Your Investing Plan … Mutual Fund Basics … Pros and Cons of Mutual Funds … The Importance of Fund Categories … Overview of Fund Categories … Basic Bond Fund Categories … Basic Stock Fund Categories … Fund Styles and Style Boxes … Specialty Funds: Balanced, Sector, Index Funds ...Summary List of Fund Categories … Using Funds in the Portfolio Building Process ... Lesson Summary.

Overview Of Index Investing … Sample Indexes for Various Market Segments … Understanding Index Mutual Funds … Understanding Exchange Traded Funds … Using Index Vehicles For Sector Investing … Index Vehicles and Targeted Investing … 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 … 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 … Screening for Mutual Funds … Filling-In Your Fund Portfolio … Analyzing Your Portfolio In More Depth … Advancing the 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 Your Portfolio Specification ... Lesson Summary.

Trading Stocks - An Overview … What Is Fundamental Analysis? … Fundamentally, What Is A Stock Worth? … Understanding Corporate Financial Statements … Earnings and Earning Estimates … “Quick Check” Fundamental Analysis … Complete Stock Fundamental Analysis … 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 and TA Web Resources … Simple Technical Analysis … Technical Analysis Indicators … The NAOI Stock Technical Analysis Checklist … Screening On Price Related Factors … Rational Analysis and 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 and Web Resources … 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 In A Productive Relationship .. 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 … Your Subscriptions and Fee-Based Services … Using Financial Media Resources … Lesson Summary: Putting It All Together.