When you enroll in this course, you'll also be enrolled in this Specialization.
Learn new concepts from industry experts
Gain a foundational understanding of a subject or tool
Develop job-relevant skills with hands-on projects
Earn a shareable career certificate
There are 7 modules in this course
Understanding the landscape that you work in is a foundational part of success. After all, how can you possibly give financial advisory services without knowing financial markets?
As a financial planner or wealth management professional, you need to know financial markets and asset classes like the back of your hand. In this course, we give you an overview of financial markets – what they are, who they serve, and why a healthy one is so important for the global economy – and the three primary asset classes in them.
What's included
7 videos1 reading1 assignment
Show info about module content
7 videos•Total 23 minutes
Course Introduction•2 minutes
Introduction to Financial Markets•5 minutes
Regulated Exchanges•3 minutes
Over-The-Counter (OTC) Markets•4 minutes
Markets in Real World•2 minutes
Why Corporations/Governments Need Financial Markets•2 minutes
Investor Access to Financial Markets•5 minutes
1 reading•Total 5 minutes
Course Presentation•5 minutes
1 assignment•Total 30 minutes
Knowledge Check•30 minutes
Understanding Asset Classes
Module 2•1 hour to complete
Module details
What's included
2 videos1 assignment
Show info about module content
2 videos•Total 4 minutes
What is an Asset Class•3 minutes
Different Types of Asset Classes•2 minutes
1 assignment•Total 30 minutes
Knowledge Check•30 minutes
Cash and Cash Equivalents
Module 3•1 hour to complete
Module details
What's included
3 videos1 assignment
Show info about module content
3 videos•Total 8 minutes
Characteristics of Cash and Cash Equivalents•3 minutes
Risk and Rewards of Cash Allocation•3 minutes
Investors and Their Strategic Allocations to Cash•2 minutes
1 assignment•Total 30 minutes
Knowledge Check•30 minutes
Fixed Income Securities
Module 4•1 hour to complete
Module details
What's included
9 videos2 readings1 assignment
Show info about module content
9 videos•Total 21 minutes
Fixed Income Overview•1 minute
Bond Market and Issuers•2 minutes
Characteristics of Bonds - Lower Risks•2 minutes
Characteristics of Bonds - Issuance•3 minutes
Characteristics of Bonds - Fixed Income•3 minutes
Benefits of Fixed Income Allocation•3 minutes
Risks of Fixed Income Allocation•3 minutes
Fixed Income ETFs•2 minutes
Fixed Income's Role in an Investment Portfolio•1 minute
2 readings•Total 2 minutes
Characteristics of Bonds Exercise•1 minute
Risks of Fixed Income Allocation Exercise•1 minute
1 assignment•Total 30 minutes
Knowledge Check•30 minutes
Equity Securities
Module 5•1 hour to complete
Module details
What's included
9 videos1 reading1 assignment
Show info about module content
9 videos•Total 20 minutes
Equities Overview•1 minute
Market Capitalization•1 minute
Dividends•4 minutes
Growth Stock and Value Investing•2 minutes
Different Classes of Shares•2 minutes
Defensive Stocks and Cyclical Stocks•2 minutes
Risks of Equity Investment•3 minutes
Managing Risks and Asset Allocation•3 minutes
Equity ETFs•2 minutes
1 reading•Total 1 minute
Dividends Exercise•1 minute
1 assignment•Total 30 minutes
Knowledge Check•30 minutes
Conclusion
Module 6•1 minute to complete
Module details
What's included
1 video
Show info about module content
1 video•Total 1 minute
Conclusion•1 minute
Qualified Assessment
Module 7•1 hour to complete
Module details
What's included
1 assignment
Show info about module content
1 assignment•Total 30 minutes
Qualified Assessment•30 minutes
Earn a career certificate
Add this credential to your LinkedIn profile, resume, or CV. Share it on social media and in your performance review.
CFI is the leading global provider of training and productivity tools for finance and banking professionals. CFI delivers the skills, certifications, CPE credits, and resources to help anyone—from beginner to seasoned pro—drive their career in finance & banking.
When will I have access to the lectures and assignments?
To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.
What will I get if I subscribe to this Specialization?
When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.
Is financial aid available?
Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.