FINANCE EDUCATION FOR INVESTORS
Module 2: Stock Market Fundamentals
2 hrs
6 videos
Step 2 · Risk spectrum
2 of 10 steps
Overview
Introduces the fundamentals, and some advanced ideas, in share market investing:
- What are private and public corporations and private and public equity?
- What are the drivers of share prices?
- What do historical returns say about the expected risk and return of Aus shares, US shares & Global shares.
- Pros & cons of Aus shares v US shares v Global shares.
- Stock market ratios: Dividend yield, PE ratios, others.
- Value vs Growth shares & Large v Small shares.
- Dividend imputation: How does it work and maximize the value of franking credits.
- Structuring & tax: Deeper discussion of trusts Part 1.
Step 2 : Where should you be on the risk spectrum
More modules
Module 3
Family Trusts for Share Investing
Your asset allocation/ using family trusts to invest in shares/ deep value Vs deep growth / active Vs passive
Step 3: Where ARE you on the risk spectrum?
Module Length: 2 hours
Videos: 5
Module 4
Implementing Stock Market Investment
Implementing investments/ assessing financial advice/ managed funds Vs ETFs/ savings Vs goals calculator
Step 4: Are you saving enough to reach your goals?
Module Length: 2 hours
Videos: 5