Personal investments - free course from Skillbox, training, Date: November 29, 2023.
Miscellaneous / / December 02, 2023
For those who want to invest
You will learn how to put your saved money to work. Learn to invest in securities with minimal risks.
For beginning investors
You will receive structured knowledge and recommendations from market experts. You will understand how to evaluate investment securities and make informed decisions.
Fundamentals of investment literacy
Analyze your budget and plan steps to optimize it. Set financial goals for investing, find out the minimum amount for investment. Determine your risk profile. Learn the concepts of inflation and compound interest. Learn the basic principles of investment thinking.
Stock market structure
You will understand what functions are performed by different stock market participants - trading organizers, brokers, management companies, depositories. You will understand how the Moscow Exchange works. Learn to check participants' licenses. Find out what to look for when choosing a broker, what types of accounts and commissions exist. Get acquainted with the rating of top brokers and make a choice in accordance with your goals and risk profile.
Trading Applications
Learn how to use stock trading apps. Learn how to install them and understand the interface. Consider the list of services and choose the one that suits you. Open an individual investment or brokerage account.
Financial instruments
Study financial instruments: stocks, bonds, mutual funds, ETFs, futures, options. Select securities to invest in accordance with your own experience, risk profile and goals.
Strategies for working with financial instruments
Consider different types of investing. You will learn what trading, margin trading, long and short positions are. Find out what investment strategies exist and in what cases they are used. You will understand how to compile and rebalance a securities portfolio. Determine your own investment strategy.
Bond selection
Find out what types of bonds exist. You will understand how their price is formed and what influences it. Learn to analyze and compare bonds with ratings and independent sources of financial information. Collect your portfolio from this type of securities.
Basics of fundamental analysis. Stock selection
Consider different types of stocks. Find out what to look for when choosing them. Find out what blue chips and financial multiples are. Learn to analyze company performance and use the information obtained when purchasing securities. Using the example, you will conduct a fundamental analysis and use the formula to calculate the value of the shares.
Selecting Dividend Stocks
Learn to do general market analysis. You will be able to find and select companies that pay dividends. You will understand what the register of shareholders is and how to get into it. Understand strategies for working with dividend securities and include them in your securities portfolio.
Asset Management
Find out what exchange-traded funds are: mutual fund, BPIF, ETF. You will understand the pros and cons of investing money in such a structure. Find out what stock indices and benchmarks are. Learn to choose an exchange-traded fund according to your risk profile.
Basics of Technical Analysis
You will understand how to conduct basic technical analysis of the securities market. You will learn what a price chart, time frame, Japanese candlestick, trading volume, trend and resistance lines, moving average are. Learn to apply the basic figures of technical analysis. Determine how to correctly read stock price charts. Get a technical analysis checklist.
Investor information field
You will understand how to analyze media publications to make financial decisions. You will understand where to look at analytical reports of investment houses. Learn to distinguish facts from fakes and check the reliability of information sources. You will be able to adjust the composition of your portfolio in accordance with the news agenda.
Taxes and tax benefits
Learn about the rights and responsibilities of an investor. Learn to report investment income to the Federal Tax Service. You will understand what tax rates and benefits exist and how they are applied. Calculate your personal income tax, fill out form W8B. Get a list of documents for filing a tax return.
Final work
You will create an investment portfolio in accordance with your risk profile and justify your choice to experts. Also solve three cases on changing circumstances in the securities market and analyze the performance of three companies.