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ADVANCED INVESTING COURSE
INTRODUCTION TO THE COURSE
1. ANOTHER PERSPECTIVE ON WEALTH
2. INVESTMENTS 1: BEFORE YOU INVEST
3. INVESTMENTS 2: YOUR INVESTMENT PLAN
4. INVESTMENTS 3: SECURITIES MARKET BASICS
5. INVESTMENTS 4: BOND BASICS
6. INVESTMENTS 5: STOCK BASICS
7. INVESTMENTS 6: MUTUAL FUND BASICS
8. INVESTMENTS 7: BUILDING YOUR PORTFOLIO
9. INVESTMENTS 8: PICKING FINANCIAL ASSETS
10. INVESTMENTS 9: PORTFOLIO RE-BALANCING AND REPORTING

Introduction to the Course

Purpose

The purpose of this presentation on Advanced Investing is to help you understand the principles and application that leads to successful investment portfolio. This lesson discusses why most investors underperform versus their benchmarks, and gives a process for building investment portfolios.

Please allocate between 45 minutes to an hour for each chapter reading, and an hour to watch the video. We recommend you do these lessons in order and build your own Investment Plan (or investment policy statement) in the process.

Lesson Manual

Click here for the free online manual for these lessons (PDF).

Videos

The video for each section can be found in its respective chapter.

Another Perspective on Wealth

Learning Outcomes

At the completion of this chapter, you will:

  1. Understand how to bring Christ more into your finances
  2. Understand our framework for learning
  3. Understand the implications of that learning framework
  4. Understand that "Life is Good"

Chapter Reading

Please read the chapter on "Another Perspective on Wealth" (PDF)

Slide Presentation

Please click here for the PowerPoint slide presentation (PPT) for this chapter or here for the PDF slides.

Class Summary

Please click here for the course summary

Video

Day 1: Building a Strong Foundation: Another Perspective on Wealth

Terminology

Please click here for the course terminology

Assignments

Here are the assignments for "Another Perspective on Wealth"

Tools

Personal Financial Plan Table of Contents
PFP Introduction Template

Additional Materials

The Why's What's and How's of Personal Finance - Sudweeks and Hill 2015
Prepare, Plan, Write, Create: 12 Steps to Bringing Christ into your Personal Finances, Sudweeks, Hill, and LeBaron

Investments 1: Before you Invest

Learning Outcomes

There are four objectives for this section:

  1. Know the Steps You Should Take Before You Invest
  2. Recognize the Ten Principles of Successful Investing
  3. Understand the Risks and Benefits of the Major Asset Classes
  4. Understand the Risk and Return History of the Major Asset Classes

Chapter Reading

Please read the chapter on "Investments 1: Before You Invest" (PDF)

Slide Presentation

Please click here for the PowerPoint slide presentation (PPT) for this chapter, or here for the slides as a PDF.

NOTE: A slide presentation with Questions and Answers regarding investments can be found on the page for Investments 9

Class Summary

Please click here for the course summary

Video

Day 14: Investments 1: Before You Invest and Investments 4: Understanding Bond Basics

Terminology

Please click here for the course terminology

Assignments

Here are the assignments for "Investments 1: Before You Invest"

Tools

Investment Plan Example
Investment Plan Example Instructions
A Risk-Tolerance Test
Key Questions on Money and Relationships

Investments 2: Your Investment Plan

Learning Outcomes

There are three objectives for this section:

  1. Understand the Importance of Financial Goals and Know How to Set Them
  2. Know How to Prepare a Personal Investment Plan and Understand Its Importance
  3. Identify and Beware of Get-Rich-Quick Schemes

Chapter Reading

Please read the chapter on "Investments 2: Your Investment Plan" (PDF)

Slide Presentation

Please click here for the PowerPoint slide presentation (PPT) for this chapter, or here for the slides as a PDF.

Class Summary

Please click here for the course summary

Video

Day 15: Investments 2: Your Investment Plan and Investments 3: Securities Market Basics

Terminology

Please click here for the course terminology

Assignments

Here are the assignments for "Investments 2: Your Investment Plan"

Tools

Investment Plan Example
Investment Plan Example Instructions
Return Simulation for Asset Classes
After-Tax, Equivalent Taxable Yield, and After-Inflation Returns
Expected Return Simulation and Benchmarks

Investments 3: Securities Market Basics

Learning Outcomes

There are five objectives for this section:

  1. Recognize the Different Types of Securities Markets
  2. Be Aware of the Basic Characteristics of Brokers and Investment Advisors
  3. Understand How to Buy and Sell Securities
  4. Answer Questions about Choosing a Broker or an Investment Advisor
  5. Select and Use Benchmarks

Chapter Reading

Please read the chapter on "Investments 3: Securities Market Basics" (PDF)

Slide Presentation

Please click here for the PowerPoint slide presentation (PPT) for this chapter, or here for the slides as a PDF.

Class Summary

Please click here for the course summary

Video

Day 15: Investments 2: Your Investment Plan and Investments 3: Securities Market Basics

Terminology

Please click here for the course terminology

Assignments


Here are the assignments for "Investments 3: Securities Market Basics"

Tools

Expected Return Simulations and Benchmarks

Investments 4: Bond Basics

Learning Outcomes

There are five objectives for this section:

  1. Explain the Risks and Returns Associated with Bonds
  2. Understand Bond Terminology
  3. Describe the Major Bond Categories
  4. Explain How Bonds Are Valued
  5. Explain the Costs of Investing in Bonds

Chapter Reading

Please read the chapter on "Investments 4: Bond Basics" (PDF)

Slide Presentation

Please click here for the PowerPoint slide presentation (PPT) for this chapter, or here for the slides as a PDF.

Class Summary

Please click here for the course summary

Video

Day 14: Investments 1: Before You Invest and Investments 4: Understanding Bond Basics

Terminology

Please click here for the course terminology

Assignments

Here are the assignments for "Investments 4: Bond Basics"

Tools

Possible Benchmarks for Investment Plans
Return Simulation for Asset Classes
After-Tax, Equivalent Taxable Yield, and After-Inflation Returns
Expected Return Simulation and Benchmarks

Investments 5: Stock Basics

Learning Outcomes

There are six objectives for this section:

  1. Review Risk and Return for Stocks
  2. Understand Stock Terminology
  3. Understand How Stocks Are Valued
  4. Know Why Stocks Fluctuate in Value
  5. Recognize Stock-Investing Strategies
  6. Calculate the Costs of Investing in Stocks

Chapter Reading

Please read the chapter on "Investments 5: Stock Basics" (PDF)

Slide Presentation

Please click here for the PowerPoint slide presentation (PPT) for this chapter, or here for the slides as a PDF.

Class Summary

Please click here for Day 21 Summary

Video

Day 16: Investments 5: Stock Basics and Investments 7: Building Your Portfolio

Terminology

Please click here for the course terminology

Assignments

Here are the assignments for "Investments 5: Stock Basics"

Tools

Possible Benchmarks for Investment Plans
Return Simulation for Asset Classes
After-Tax, Equivalent Taxable Yield, and After-Inflation Returns
Expected Return Simulation and Benchmarks

Investments 6: Mutual Fund Basics

Learning Outcomes

There are six objectives for this section:

  1. Explain the Advantages and Disadvantages of Mutual Funds\
  2. Describe the Different Types of Mutual Funds
  3. Describe the Different Classes of Mutual Fund Shares
  4. Calculate Mutual Fund Returns
  5. Know How to Purchase a Mutual Fund
  6. Explain the Costs of Investing in Mutual Funds

Chapter Reading

Please read the chapter on "Investments 6: Mutual Fund Basics" (PDF)

Slide Presentation

Please click here for the PowerPoint slide presentation (PPT) for this chapter, or here for the slides as a PDF.

Class Summary

Please click here for the course summary

Video

Day 17: Investments 6: Understanding Mutual Fund Basics and Investments 8: Picking financial

Terminology

Please click here for the course terminology

Assignments

Here are the assignments for "Investments 6: Mutual Fund Basics"

Tools

Possible Benchmarks for Investment Plans
After-Tax, Equivalent Taxable Yield, and After-Inflation Returns

Investments 7: Building Your Portfolio

Learning Outcomes

There are three objectives for this section:

  1. Understand and Use the Priority of Money
  2. Describe the Phases of Successful Investing
  3. Explain the Investment Process and Learn How to Build Your Portfolio

Chapter Reading

Please read the chapter on "Investments 7: Building Your Portfolio" (PDF)

Slide Presentation

Please click here for the PowerPoint slide presentation (PPT) for this chapter, or here for the slides as a PDF.

Class Summary

Please click here for the course summary

Video

Day 16: Investments 5: Stock Basics and Investments 7: Building Your Portfolio

Terminology

Please click here for the course terminology

Assignments

Here are the assignments for "Investments 7: Building Your Portfolio"

Tools

Investment Process Spreadsheet
Roth Versus Traditional: Which Is Better for You?

Investments 8: Picking Financial Assets

Learning Outcomes

There are four objectives for this section:

  1. Explain Why You Should Wait to Purchase Individual Stocks
  2. Know How to Find Information on Mutual Funds and Stocks
  3. Describe How to Pick a Good Mutual Fund
  4. Explain the Value of Purchasing an Index Fund or Exchange Traded Fund (ETF)

Chapter Reading

Please read the chapter on "Investments 8: Picking Financial Assets" (PDF)

Slide Presentation

Please click here for the PowerPoint slide presentation (PPT) for this chapter, or here for the slides as a PDF.

Class Summary

Please click here for the course summary

Video

Day 17: Investments 6: Understanding Mutual Fund Basics and Investments 8: Picking financial

Terminology

Please click here for the course terminology

Assignments

Here are the assignments for "Investments 8: Picking Financial Assets"

Tools

Using Morningstar to Select Funds
Key Sources of Financial Information
Investment Process Spreadsheet

Investments 9: Portfolio Re-balancing and Reporting

Learning Outcomes

There are four objectives for this section:

  1. Understand Portfolio Re-balancing
  2. Manage and Evaluate Your Portfolio Return
  3. Calculate Risk-Adjusted Return Performance
  4. Perform a Portfolio Return Attribution Analysis

Chapter Reading

Please read the chapter on "Investments 9: Portfolio Rebalancing and Reporting" (PDF)

Slide Presentation

Please click here for the PowerPoint slide presentation (PPT) for this chapter, or here for the slides as a PDF.

Please click here for the Questions and Answers PowerPoint slide presentation (PPT) for this section, or here for the slides as a PDF.

Class Summary

Please click here for the course summary

Video

Day 19: Investments 11: Questions and Answers

Terminology

Please click here for the course terminology

Assignments

Here are the assignments for "Investments 9: Portfolio Rebalancing and Reporting"

Tools

Tithing Share Transfer Example
Portfolio Attribution Example

Additional Links


Yahoo! Finance