e-Learning / Investment Basics
from Competence Software
The Investment Competence® Course
e-Learning can be fun! Our Investment Competence course makes it fun to gain an understanding of the basics of investing. To see a demonstration, try one of our Word Gems for yourself (at right). These sample Word Gems are straight from our Investment Competence course. See how easy they are and how much is covered in one simple lesson.
Investment Competence will help anyone master the complex language and activity of investing and get started on the road to financial freedom and success.
We start with the most basic concepts of investing, return and financial planning and then, on a gradient, get the user more involved in advanced concepts. Users can learn at their own pagce. Simple drills are provided so that the user can practice the material until he or she fully grasps and is comfortable with the data. In addition, we make every effort to ensure that the terminology of investing is fully understood.
Take our free Investment Basics Quiz to test your own understanding of the basics of investing.
Course Description
The Investment Competence course is a fun, interactive multimedia course that simplifies the subject of investing and financial planning. While it is easy to use and understand, it still provides a thorough education in stocks, bonds, mutual funds and more.
Students (or employees or clients) can learn how to become a competent investor, understand the basic principles of investing, overcome barriers to investing and plan for their financial future. This course is valuable for anyone with little or no understanding in the subject of investing, as a brush up for those with some training, or for participants in 401(k) or other investment plans. Drills and exercises allow practice of key concepts.
An employer can use the Investment Competence Course to train employees to be responsible for their own selections in 401(k) or other retirement plans. This lessens any future liability by showing that employees have been educated in the basics of investing.
The Investment Competence Course uses sounds, graphics, animations and interactions to simplify and teach the basics of investing. Click here for a full Course Outline.
Some of the many features of the Investment Competence Course:
- fun and educational
- self-paced
- self-administered
- self-tested
- breaks the time barrier to training as no travel required
- requires no previous training
- weak areas marked for review
- certificate (suitable for framing) upon completion
- cost effective - robust course at a small fee
- in use by major corporations around the world
- employees learn how to:
- become competent investors
- understand basic principles of stocks, bonds, mutual funds and more
- overcome barriers to investing
- plan their financial future
- helps beginners get started in successful investing
- helps experienced investors brush up on the basics of investing
- unravels the complexities of investing
- simplifies investing
- educational, not advice
The Investment Competence course is ideal for any individual who needs to understand the basics of investing including:
- individuals who want to start on the road to successful investing
- experienced investors who want to brush up on the basics
- companies that need to meet investment educational erequirements related to 401(k) or other retirement plans
- companies that market investment products or services and need to provide basic investment training for their employees or customers
The Investment Competence Course is available for computers using Microsoft Windows® or Windows® 95, 98 and NT; Apple Macintosh®; corporate networks, learning centers and with our new Intranet version, Netscape Navigator and Microsoft Internet Explorer.
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Corporate Eval:
A full "Investment Competence" course evaluation copy is available for those considering corporate multiple purchase. Save 20%! These courses are for those responsible for training others and who are considering volume purchase for their employees. These evaluation products are fully enabled versions of the Understanding Computers course. They are offered at a discount on the understanding that the manager involved will review the course thoroughly and, if favorably reviewed, will seriously consider a proposal for multiple courses and/or a site license. A representative from Competence Software will call to confirm that such is the case before shipping. Pricing for site licenses varies. Available on CD ROM and web-enabled for use on corporate intranets. Brought to you by the developers of the highly acclaimed Understanding Computers® and Financial Competence® eLearning tutorials with over half a million courses in use by individuals and corporations large and small.
Investment Competence Evaluation - on CD ROM
Delivery Methods
- For Individuals (Single Users): The Investment Competence course is now delivered on CD ROM, or it can be downloaded. Coming soon - you'll be able to purchase and run the course online from our website.
- Corporate - Single User version: The Investment Competence course is now delivered on CD ROM, or it can be downloaded. Coming soon - you'll be able to purchase and run the course online from our website.
- Corporate - Learning Center version: Delivered as a master on CD, which corporate trainer loads on individual machines. More than one user can then access the course on that single machine. It keeps each student record separate from the other student records.
- Download Master: delivered as a master on CD to corporate trainers. Corporate trainer loads on corporate network or intranet. Students access the network or intranet and then download the course to their own machines.
- Network Version: delivered as a master on CD which corporate trainer loads on corporate LAN. Students then access the course from their local LAN. It keeps the student records for one user separate from another on the LAN.
- Intranet / Internet: delivered as a master on CD which corporate trainer sets up on their corporate intranet. Students then access the course from their corporate intranet. (We will be delivering our course so that it can be purchased and run online and corporations will have the option of running from our site rather than setting it up to run on their own intranet.
- Corporate trainers can mix and match delivery methods. You can have some users accessing the course via network or intranet, but then also buy CDs if you want to give the course to people who don't have easy access to networks or intranets. Or, you could hand out CDs to some employees, and let other employees download and run the software from our website. The point is: you're not locked into using ONE delivery method for this course.
Customization
Investment Competence is also available in customized versions:
- We can include your corporate logo or the name of your school or group.
- We can translate it into other languages.
- We can include your corporate message.
- We can include specific information you require.
Contact us for more information about our customization process and for examples of customized courses.
Testimonials:
What others say about Investment Competence® (formerly known as "Investment Basics"):
"The strength of the program, IOMA believes, is the depth of the material available. This is more than just financial planning. This is an educational course about how financial markets work, what actually constitutes capital gain, and why it's important to understand inflation. No assumptions are made about the user's level of understanding so even the most unsophisticated 401(k) plan participant will not be left adrift. ... Armed with a solid understanding of investment basics ... 401(k) participants can move to sections like Getting Started. At this point, users are becoming conversant with successful investment strategies and can review how each might work for their particular investment objectives ... Another important point: It's fun. IOMA's reviewer spent more time than was necessary to analyze and report on the product." -- IOMA's Report on Managing 401(k) Plans, April 1997
"This computer based training tool from Competence Software Inc. delineates investment fundamentals for the investor with little or no financial experience and provides information for the more advanced user attempting to fine-tune his financial knowledge." -- ABA Banking Journal
"Investment Basics ... presents numerous procedures so users can practice the major concepts until they understand them. Users can also test themselves and then restudy any areas necessary." -- Wall Street & Technology
"Investment Basics should be an ideal tool to help plan sponsors deal with this increasing difficult area because:
- It is strictly educational rather than advisory.
- It focuses on basic investment knowledge which many plan participants lack.
- It is very difficult for participants who do not have this basic investment knowledge to relate to most of the investment information they currently receive from their plan sponsor and/or providers.
- It is interactive multimedia computer based training that should substantially increase retention level. It is even fun and easy to use.
- The fact that it is self-paced and self-administered will help plan sponsors deal with the need to educate large numbers of employees in diverse locations.
- Volume discounts as well as site licenses can make Investment Basics a very cost effective education tool compared to other alternatives.
- It is provided by an independent third party that has no financial stake in how participants invest their retirement funds."
-- R. Theodore (Ted) Benna, President,
401(k) Association
"I just finished running through Investment Basics and liked it very much." -- Financial Editor - Worth Magazine
"This is a teacher, and a good one ... Tell you a funny thing. The day after we did Basics (Investment Basics) we happened to turn to the newspaper's financial section. Things that used to float under our nose with no understanding began to make more sense. Provided you use it for what it's intended - a teacher - Basics can sure stretch your financial horizons." -- PC Paper
"This course is ideal for anyone new to investing or looking to broaden his or her investment knowledge." -- Headlight.com
"Investment Competence can help you learn how to become a competent investor, understand the basic principles of investing, overcome barriers to investing and plan for your financial future." -- Arthur Anderson Virtual Learning Network
"In addition to books, computer software makes a good gift. Competence Software offers Investment Basics ... Investment Basics is fun because the user is actively involved in each lesson, making his or her own decisions. It covers such topics as returns on investment, the stock market, bonds, mutual funds, commodities, real estate, financial planning, and credit ratings." -- Your Money
Many programs help you manage and track your investments, but few help you make any sense of the market itself. Investment Basics is one such program. ... It teaches exactly what it promises: the basics of stocks, bonds, mutual funds, futures, and all those financial concepts that everyone's heard of but no one can explain. -- MacHome Journal
... is a great tool for garnering a better understanding of the financial markets." -- Personal Finance
"The Dutch bought Manhattan a couple hundred years ago for $20 worth of beads. This course can't guarantee that you'll make similarly good deals, but it does a good job of telling you what kinds of investments are out there, how they work, and how you can use them to make your own Manhattan. Or at least your own New Jersey." -- Click2Learn
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