ADVANCED INVESTING COURSE
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:
- Understand how to bring Christ more into your finances
- Understand our framework for learning
- Understand the implications of that learning framework
- 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
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
Investments 1: Before you Invest
Learning Outcomes
There are four objectives for this section:
- Know the Steps You Should Take Before You Invest
- Recognize the Ten Principles of Successful Investing
- Understand the Risks and Benefits of the Major Asset Classes
- 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
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:
- Understand the Importance of Financial Goals and Know How to Set Them
- Know How to Prepare a Personal Investment Plan and Understand Its Importance
- 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
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:
- Recognize the Different Types of Securities Markets
- Be Aware of the Basic Characteristics of Brokers and Investment Advisors
- Understand How to Buy and Sell Securities
- Answer Questions about Choosing a Broker or an Investment Advisor
- 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
Terminology
Please click here for the course terminology
Assignments
Here are the assignments for "Investments 3: Securities Market Basics"
Tools
Investments 4: Bond Basics
Learning Outcomes
There are five objectives for this section:
- Explain the Risks and Returns Associated with Bonds
- Understand Bond Terminology
- Describe the Major Bond Categories
- Explain How Bonds Are Valued
- 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
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:
- Review Risk and Return for Stocks
- Understand Stock Terminology
- Understand How Stocks Are Valued
- Know Why Stocks Fluctuate in Value
- Recognize Stock-Investing Strategies
- 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
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:
- Explain the Advantages and Disadvantages of Mutual Funds\
- Describe the Different Types of Mutual Funds
- Describe the Different Classes of Mutual Fund Shares
- Calculate Mutual Fund Returns
- Know How to Purchase a Mutual Fund
- 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
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:
- Understand and Use the Priority of Money
- Describe the Phases of Successful Investing
- 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
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:
- Explain Why You Should Wait to Purchase Individual Stocks
- Know How to Find Information on Mutual Funds and Stocks
- Describe How to Pick a Good Mutual Fund
- 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
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:
- Understand Portfolio Re-balancing
- Manage and Evaluate Your Portfolio Return
- Calculate Risk-Adjusted Return Performance
- 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
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