Investing Fundamentals: Planning

Synopsis
Investing Fundamentals: Planning explains how to prepare for the future with solid investing strategies retirement planning and insurance coverage.

Audience
This course is for anyone who is interested in learning more about the ways to grow their money using stocks bonds and mutual funds.

Time
4 hours

Product Code: IVFC06

After completing Investing Fundamentals: Planning the user should be able to:

Invest for retirement

Use IRA and 401(k) accounts

Choose a life insurance policy

Choose disability insurance

Planning for Retirement
Retirement strategies

Setting your retirement goals

Can you plan on Social Security?

Make your money grow and last

There's no magic recipe

Using IRAs
Don't pass up those retirement tax perks

IRAs

Roth — the new IRA

Rolling your IRA into a Roth IRA

IRA questions and answers

Using 401(k) Plans
401(k) plans can't be beat

Take charge of your 401(k)

Choosing your 401(k) investment mix

Life Insurance
The ABCs of life insurance

Term life: the simplest way to go

Decisions to make before you buy

Qualifying for the best rates

Disability Insurance
Disability insurance — often overlooked

Questions to ask before buying

Different types of disability insurance

Determining your benefit needs

This course has the following features:

Exercises that allow users to explore how a course topic applies to their own real-world situations

A file containing the text of the exercises

A glossary

A Skill Assessment

Get more out of your Software
Improve your Skills
Prepare for Certification
Save time every time and reduce frustration.

Our online training material lets you:
TEST your skills
LIST the areas where you need additional training
Take lessons that TEACH SKILLS to improve these areas
Tests your skills again

NO HIDDEN CHARGES.
NO SETUP or SHIPPING CHARGES.
NO ads or banners in the training material.
No selling of your personal information, no email lists.
Just 100% Quality Training at one low price.

Repeat the courses as often as you need, you have 12 months of unlimited access and can view your scores anytime so you can easily track your progress.

Our training is tested and guaranteed to provide RESULTS and save you TIME.

All courseware is online 24 hours a day.
Our courseware is optimized so content delivery is fast even with a 28.8 modem connection.
If you can get on the Internet you can access the training, ANYWHERE, ANYTIME.