MoneyCulture™ Core Curriculum

WELCOME TO MONEYCULTURE

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STEPS TO FINANCIAL LITERACY  (To view courses click on blue link)

INTRODUCTION TO STEPS TO FINANCIAL LITERACY

  • What is MoneyCulture
  • The Need for Investor Education
  • The Boomer Savings Crisis
  • You May be Pretty, but You’re not a Six
  • How to Pick the Right Advisor
  • Designations: It’s All About Sales.
  • Financial Resources
  • What Can MoneyCulture do for You (Peter Lewis)

OWN A COMPANY:STOCKS

  • Types
  • Categories
  • Buying and Selling

LEND A COMPANY MONEY: BONDS

  • Basics
  • Types
  • Buying and Selling

OTHER VEHICLES FOR INVESTING

  • Mutual Funds & ETFs
  • Savings
  • Alternatives.
  • Annuities

PATHWAYS TO SUCCESS: THE INVESTMENT PROCESS

SETTING INVESTMENT OBJECTIVES TO REACH YOUR GOALS

  • Introduction to the Investment Process
  • Determining Investment Objectives
  • Setting Objectives
  • Risk
  • Return Vs. Risk
  • Implementation: Manager Selection
  • Ongoing Evaluation

INVESTMENT STRATEGIES

  • Strategies
  • Asset Allocation
  • Strategic Investments
  • Other Strategies
  • Managed Accounts

FINANCIAL MOTIVATORS

THE FEDERAL RESERVE

  • Banking
  • The Fed
  • Money Supply
  • How the Fed Works
  • Interest Rates
  • Why the Fed Works

UNDERSTANDING ECONOMICS

  • Basics of Market Economics
  • Capitalism
  • Globalism

WHAT IS THE MARKET AND WHAT MAKES IT MOVE

  • What Makes Markets Move
  • Big Oil: Blame Wall Street

 

 

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