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What You Will
Learn
As an NAOI Investor Education Course Graduate of
the "Confident Investing in 30 Days" or the "NAOI Individual
Investor Certification Program" you will be empowered to create a detailed action plan and have the knowledge and tools to
take specific actions. Following is
a brief list of the areas where you will gain proficiency. Note that the "Smart
Investing in 8 Easy Lessons" course provides many, but not all, of the following
benefits.
1. You will understand investing basics including knowledge of:
- Investing basics concepts
- The importance of investment compounding
- Risk vs. Reward
- Asset classes and asset class characteristics
- Historical asset class performance
- How cash investments work
- How bond investments work
- How stock investments work
2. You will understand how to set investing goals, including knowledge of:
- Planning for retirement and setting retirement goals
- 401k plans
- SEP Plans and Keogh Plans
- College Savings Plans including 529 Plans
3. You will understand the basics of mutual funds, including knowledge of:
- How mutual funds work
- How to analyze mutual funds
- How to find mutual fund ideas
- How to trade mutual funds
- Where mutual funds fit in your portfolio
- How to diversify your portfolio with mutual funds
4. You will understand how to construct an efficient portfolio, including
knowledge of:
- How to build an efficient portfolio
- How to implement portfolio risk reduction
- Reducing risk by asset allocation
- Reducing risk by investment diversification
- Using asset correlations to reduce risk
5. You will understand what mutual funds are an how they are traded,
including a knowledge of:
- How to identify mutual fund ideas
- How to analyze mutual funds using the NAOI mutual fund checklist
- How to mix and match mutual funds to create a diversified portfolio
- How to trade mutual funds using a full service or online broker
- How to monitor mutual funds and determine when to sell
6. You will understand what bonds are and how they are traded, including a
knowledge of:
- How to identify bond ideas
- How to analyze bonds
- How to mix and match bonds to create a diversified portfolio
- How to trade bonds, either individually or via a bond mutual fund
7. You will understand what stocks are an how they are traded, including a
knowledge of:
- How to identify stock ideas
- How to analyze stocks using the NAOI stock due diligence checklist
- How to use stock fundamental analysis
- How to use stock technical analysis
- Using fundamental analysis for stock screening
- Using technical analysis for stock screening
- How to benefit from online stock trading
- How to implement a stock trading plan
- How to work with an online stock broker
8. You will understand the importance of portfolio management and gain a
knowledge of:
- Using online portfolio managers
- When to review your portfolio
- When to sell stocks
- When to sell funds
- When to analyze your portfolio for asset allocation and diversification
- How to implement stock alerts and fund alerts to notify you of changes
9. You will understand how to work with full service brokers, online brokers
and advisors:
- How to identify and evaluate brokers: full service brokers, online
brokers, discount brokers
- How to identify and evaluate financial advisors
- How to trade online
- Understanding margin accounts
- How to set limit orders, market orders, stop orders, etc.
- What to do if you have a broker complaint
10. How to use online investing resources for all investing activities,
including:
- How to trade stocks online
- How to trade mutual funds online
- How to use online fundamental analysis tools
- How to use online technical analysis and charting tools
- How to use stock screening and fund screening tools
- How to use online portfolio management tools
- How to create and use your own investing portal
This is only a partial list of the knowledge you will gain by completing an
NAOI Investor Education Course. As an NAOI Graduate you will be fully empowered
to become a successful investor.
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