Smart investments are critical to wealth accumulation. If you’re hoping to navigate the complex and shifting waters of stocks, bonds, ETFs, annuities, mutual funds, and more, an in-person or online investment course can be a great place to start. In as few as six hours, the best investing courses can wrap your head around all of the fundamentals and set you on the path to investment mastery.
Our proven courses at FEN package everything you need to know across 65 core topic areas into two accessible sessions. Simply opt for the format that suits you best — a classroom of like-minded peers or a pen and a coffee by your computer at home — and dive in.
Not all financial education opportunities are created equal, however. Before you select a course to help you improve your investment portfolio and succeed at wealth building, make sure it covers the following six essential topics:
Investing isn’t only about numbers. It’s about goals. You’re investing to build a lifestyle that empowers you to achieve personal aspirations, enjoy the fruits of your investments, and retire comfortably. The best investing courses will devote time to covering aspects of life and wealth planning such as:
When investing, learning what not to do (or what could get in your way) is just as important as learning how to make a good investment. The wrong approach to taxes, debt, wealth planning, or income management can set you back significantly. Look for in-person or online investment courses that tackle obstacle-related subjects like:
You’ll have opportunities to decide between investments that are pre-tax and post-tax, but it doesn’t end there. Certain styles of investments have additional tax advantages, and the results can depend upon how much you contribute, when, and for how long. The best investment courses must address strategies for tax-advantaged investment vehicles, including:
Investing is a long-term strategy that sometimes feels disconnected from the here and now. However, it will also impact family conversations about everyday finances as you arrange your financial life to better build wealth. To avoid losing sight of what it’s all for, make sure to select a course with a dedicated section for the family financial matters that drive and influence your investments:
The list of your investment options is long. It will be key to spend some time exploring each of your options as you identify the investments — and the broader strategy — that will best position you to achieve your goals. A high-quality course will cover:
Finally, let’s not forget about risks. Protecting your investments is essential, and a careful approach must be well-informed about the potential risks and threats to each of the elements of your investment strategy. You’ll want to educate yourself about topics including:
The Financial Educators Network® offers interactive, two-session wealth management courses that cover all six of these core topic areas. Explore your options with our catalog of in-person and online investment courses taught by highly qualified and licensed financial practitioners, who use real-world examples to illustrate key concepts.