EP.0 – Introduction Part I : Investment Foundations

Any individual entering the investing world needs to have a thorough understanding of the principles and knowledge that make up Investment Foundations. In addition to understanding what investments are—resources committed today that will generate income or capital gains in the future—we also explain the types of investments available, such as stocks, bonds, currency pairs, mutual funds, and real estate. Besides fundamental economic and financial concepts that affect investments, the course discusses the time value of money and the risk/return tradeoff as well as inflation, interest rates, and economic growth’s impact on returns. A thorough understanding of financial markets, the roles of market participants, and the regulatory landscape is also important. Among the foundational elements is risk management, which involves strategies for mitigating various risks, including market and credit risks, through diversification and other approaches. Developing a clear investment objective and a strategy tailored to one’s financial needs and risk tolerance are crucial, along with becoming proficient in reading and analyzing financial statements and key financial metrics used in investment analysis. Finally, ethical investing principles are emphasized to ensure that investment practices are conducted legally and ethically, maintaining trust and sustainability in investment activities. It is necessary to have these foundational aspects before exploring more sophisticated investment decisions and strategies.


EP. 1 – Introduction to Investment

1. Overview of Investment

  • Wealth accumulation
  • Income generation
  • Retirement planning
  • Inflation protection

2. Types of Investments

  • Stocks
  • Bonds
  • Currency Exchange
  • Real Estate
  • Mutual Funds

3. Goals and Objectives

  • Specific
  • Measurable
  • Achievable
  • Relevant
  • Time-bound

4. Understanding Risk

  • Market Risk
  • Liquidity Risk
  • Operational Risk
  • Psychological Risk
  • Leverage Risk

EP. 2 – Principles of Economics and Finance

1. Basic Economics

  • Supply and Demand
  • Inflation
  • Economic Indicators

2. Financial Markets

  • Market Participants
  • Types of Financial Instruments

3. Reading Financial Statements

  • Balance Sheet
  • Income Statement
  • Cash Flow Statement

EP. 3 – Investment vehicles

  1. Stocks
  2. Bonds
  3. Currency Exchange Trading
  4. Mutual Funds
  5. Other Investment Vehicles
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