Investment Basics  - learn about investment with our online computer training Learn about basic investment - Competence Software                             

e-Learning/ Basic Investing
from Competence Software

The Investment Competence® Course

e-Learning can be fun! Our Investment Competence course makes it fun for you to gain an understanding of the basics of Finance. 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.

Nearly everyone should understand the basics of investing, yet few people have the time to really study the subject. Investment Competence is specifically designed to save time and speed up learning. You can rapidly learn how to invest and apply the data without a major time or expense commitment. Take our free Investment Basics Quiz to test your understanding of the basics of investing.

Course Description

The Investment Competence course is a fun, interactive multimedia course that simplifies and explains in detail the subject of investing and financial planning. While it is easy to use and to understand, it still provides a thorough education in stocks, bonds, mutual funds and more.

Investment Competence will help you 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 you more involved in advanced concepts. You learn at your own pace. Simple drills are provided so that you can practice the material until you fully grasp and are comfortable with the data. In addition, we make every effort to ensure that you fully understand the terminology of investing.

You can learn how to become a competent investor, understand the basic principles of investing, overcome barriers to investing and plan for your financial future. This course is valuable for anyone with little or no understanding in the subject of investing, as a brush up for you if you've had some training, or if you are a participant in a 401(k) or other investment plan. Drills and exercises allow you to practice the key concepts.

The Investment Competence Course uses sounds, graphics, animations and interactions to simplify and teach you the basics of investing.

Investment Competence Includes:

  • What is an Investment?
  • The Stock Market
  • The Bond Market
  • Mutual Funds
  • Other Investments
  • Barriers to Investing and Handling
  • Getting Started Investing
  • Final Quiz

Click here if you'd like to see the complete Course Outline.

Course Features

Some of the many features of the Investment Competence Course:

  • unravels the complexities of investing
  • fun and educational
  • helps beginners get started in successful investing
  • ideal for 401(k) plans
  • it is strictly educational -- it does not give advice
  • self-paced - take as much (or as little) time as you need on each step
  • self-administered - you don't have to match your schedule to someone else
  • self-tested - it's easy to test yourself
  • breaks the time barrier to training -- no travel required
  • requires no previous training
  • weak areas marked for your review
  • you can obtain a certificate (suitable for framing) upon completion
  • cost effective - this is a robust course at a small fee
  • helps experienced investors brush up on basics
  • in use by major corporations around the world to train their employees and clients

The Investment Competence course is ideal for any individual who needs to understand basic investing including:

  • if you want to get started on the road to successful investing
  • if you are an experienced investor who wants to brush up on the basics

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.

The Investment Competence Course is available for computers using Microsoft Windows® or Windows® 95, 98, NT and XP; Apple Macintosh®; corporate networks, learning centers and with our new Intranet version, Netscape Navigator and Microsoft Internet Explorer.

Order Now! Click Here

Investment Competence - Single User Version - on CD ROM

Single User: $99.00

Also note that two subsets of the Investment Competence course are available:


What others say about Investment Competence® (formerly known as "Investment Basics"):

"... a great tool for garnering a better understanding of the financial markets." --- Personal Finance

"...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

"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

"The strength ... 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

"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

"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 - [Investment] 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." --

"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

"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

"I was interested in it. I'm involved in doing presentations to clients. Software was put together nicely and keeps interest level up." -- Patty Lloyd, VP Private Banking, Old Kent Bank

"Found it really helpful. Very beneficial ... I am a private banker selling CDs ... Investment Competence makes you more cognizant of other funds. Could help clients." -- Therese Stone, Old Kent Bank

"I liked it a lot ... it was very visual. I had zero experience and it really helped me see and do. I would recommend it to anyone." -- Andrey King, Old Kent Bank

"I got some feedback from the 32 employees who did the course. They said they were more knowledgeable about investing. They all work in the Private Banking sector. ... Investment Competence was good. ... It was easy to go through, and they were able to go through it without frustration. It was a good foundation for ... a talk from the CFO regarding the investing philosophy of the bank. They could understand what he was talking about and it helped them prepare for that." -- Deb Ralya, Trainer, Old Kent Bank

"It got me interested. I had taken a lot of business type courses before, and I liked it." -- Erin Stacey, Richmond Savings

"Main thing was it helped me with terminology involved in investing and the stock market. I didn't know anything before. The graphics really helped me because I'm more of a visual person." -- Matt Paterson, Sprint

"Whenever someone asks me something I say, 'Oh, I know about that' and I refer to the Investment Competence booklet." -- Angela Achee, Fascorp

"Course was good and helpful ... helped me understand investing. Would recommend it to others ... Sprint University already recommends it." -- Neal Hardin, Sprint

"Gave me a better understanding of terms for 401(k). Compared well against current Fidelity data ... Investment Competence is more detailed." -- Barbara Hansen, Sprint

"Was interesting ... good course and very helpful." -- Terry Pait, Sprint

"It was for my 401(k) ... made me more familiar ... now understand my options much better." -- Shellie Asberry, Sprint

"It helped me because it explained the terminology ... was very clear and helped me understand the concepts of investing." -- Jane Byrnes, Sprint

"The biggest advantage was relationships between markets ... when one goes this way ... what the others do. Not all brand new to me, but I had been out of the field for some time and am using the data on personal level." -- James Edwards, Sprint

"It helped me. Graphics and examples were really informative ... different rates of return, etc. ... all helpful. Wanted information and got it regarding stocks, bonds, etc. Would recommend." -- Dawn Griffin, Sprint

"As I was taking Investment Competence, I was also working on the Canadian Securities Course ... to learn about selling stocks and bonds ... so used Investment Competence as my final review for facts and figures and passed the exam. It was pretty basic ... not too complex." -- Jason Desaulniers, VanCity Credit Union

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