About This Chapter
Types of Investment Vehicles - Chapter Summary
If you are having trouble remembering the specifics about the types of investment vehicles available, open up this chapter to refresh your memory. Our instructors will discuss some of the most common investment vehicles, including CDs, annuities, and bonds. After you complete this chapter, you should feel more knowledgeable about the following:
- Characteristics and examples of investment vehicles
- Bonds and stocks as investment opportunities
- Types of and procedures for issuing bonds
- Exchange-traded funds and mutual funds
- Pros and cons of a certificate of deposit
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1. Investment Vehicles: Definition, Examples & Characteristics
How well you travel on the road to financial security often depends on the vehicles you are driving to get there. In this lesson, you'll learn about different types of investment vehicles and their key characteristics.
2. Investment Opportunities in Stocks and Bonds
Investors often turn to the stock and bond markets when investing their money. Each market offers opportunities and risks for the individual investor. In this lesson, we'll explore the nature of these investments.
3. Bonds: Types, Characteristics and Issuing Procedures
In this lesson, you will learn about some of the more common types of bonds and their characteristics. Bonds include: secured and unsecured bonds, term and serial bonds, registered and bearer bonds, and convertible and callable bonds.
4. Investment Opportunities in Mutual Funds and Exchange-Traded Funds
Investing in the stock market is not limited to individual stocks. Investors can also invest in mutual funds and exchange-traded funds. In this lesson, you'll learn about these opportunities, as well as their advantages and disadvantages.
5. Certificate of Deposit: Definition, Advantages & Disadvantages
One of the advantages of being financially wise and having a savings account or funds to invest is that you can make your money work for you by earning interest. In this lesson we'll learn about one investment - a certificate of deposit.
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Other chapters within the CFP Certification Exam Study Guide - Certified Financial Planner course
- CFP Board Rules & Regulations
- Financial Planner Professional Conduct & Regulation
- General Principles of Financial Planning
- Education Financial Planning
- Individual Insurance Planning
- Risk Management & Business Insurance Planning
- Investment Planning
- Tax Planning
- Retirement Savings & Income Planning for Individuals
- Retirement Savings & Income Planning for Businesses
- Estate Planning Strategies
- Financial Planning for Personal Life Situations
- CFP Client Relationship
- CFP Certification Exam Study Guide - Certified Financial Planner Flashcards