This 2-hour course is designed for those who want an even deeper knowledge of the investment world and continues the work of Part 1, The Basics.
Among the subjects covered will be:
• Portfolio Construction
• Bond details
• Indices and how they are used
• Complex products including Preferred Stock, Convertible Stock, Real Estate Investment Trusts
(REIT), Collateralized Mortgage/Debt Obligations (CMO), Master Limited Partnerships (MLP),
Commodities, Private Equity and Derivatives
• Tools for evaluating products and markets
Even if you are an experienced investor, we strongly recommend that you take Part 1, The Basics, before you take Part 2.