Stock, Bond and Mutual Fund Investing

A quick guide to investing, with a focus on ethical/social/responsible investing.
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  • Lectures 14
  • Length 34 mins
  • Skill Level Beginner Level
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 3/2015 English

Course Description

We quickly and completely cover the basics of investing in only about 40 minutes. If you want honest, objective information about investing, this is your course. It's also geared to people who want to start investing now! We define what stocks, bonds and mutual funds are. In addition, we cover risk and return, two key investing concepts. We cover ethical/social/environmental investing, providing expert-level instruction on these topics. We show returns generated by various types of investments from 1801 to 2011. We show you how to use various techniques to invest in stocks and bonds at low or no cost. Finally, we describe some of the best mutual funds in the marketplace. Our lecture provides the rationale for both investing and for social investing.

What are the requirements?

  • General knowledge of the internet

What am I going to get from this course?

  • Answer all of the questions below:
  • What is Investing?
  • What is Ethical/SRI/ESG/CSR Investing?
  • Why Invest?
  • Risk and Reward
  • What Is a Stock?
  • What Is a Bond?
  • What Is a Mutual Fund?
  • What is a return?
  • What is screening? exclusion? shareholder activism? positive investing?

What is the target audience?

  • This introductory course is for those seeking to learn more about investing in general and ethical/environmental/social investing in particular.
  • If you have a billion dollar portfolio, this is probably not the class for you.

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.

Curriculum

Section 1: Introduction
01:58

Introduction

Course outline

Background of the Instructor

Section 2: What is Investing?
01:33

A short video defining investing.

Section 3: Why Invest
00:35

We answer the question: "Why do people invest?"

Section 4: What is Ethical/Social/Environmental Investing
01:30

We describe what is known as "Ethical/Environmental/Social" investing.

Section 5: Risk and Return
01:51

Risk is the probability of loss. This is a quick lecture on risk.

01:01

We define "investment's return."

Section 6: What is a stock, bond and mutual fund?
00:52

Here we define "what is a stock?"

01:28

Here we answer the question "what is a bond?"

01:40

A definition of a mutual fund and net asset value.

Section 7: More on social investing
02:50
  • What is Ethical/SRI/ESG/CSR Investing?
Section 8: How to invest in stocks, bonds and mutual funds
02:47

Using direct purchase programs to invest in stocks

03:47

Using TreasuryDirect to invest in bonds.

06:04

Investing in mutual funds

Vanguard FTSE Social Index Fund Investor Shares (VFTSX)

Diversification

The Diversity Fund

Section 9: Summary and additional links
06:20

Google Finance: https://www.google.com/finance

http://investor.gov/investing-basics

http://investor.gov/investing-basics/investment-products/stocks

http://investor.gov/investing-basics/investment-products/bonds

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Instructor Biography

William Michael Cunningham received his MBA in Finance and a Masters in Economics from The University of Chicago. He is currently a Capstone student advisor in the Real Estate Program at Georgetown University. A strong advocate for the integration of human values in finance, he involves his students in developing new ways to combine social values and investing. His professional interests focus on environmental, social and governance investing, socially responsible investing and community development investing, and his current projects include writing books on crowdfunding, and writing about the impact of the financial crisis on communities of color. Mr. Cunningham serves as Managing Partner for National Crowdfunding Services, and is owner of Creative Investment Research. He is the author of two books on crowdfunding.

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