08/05/2020
Investment Courses
Learn the Fundamentals of Investing
Courses will be available only through our Live Online Meeting Platform through 2020 due to the Covid-19 pandemic. In-person courses are planned for 2021 if conditions safely permit.
Course 1: Stocks, Bonds and General Securities Overview | Instructor: Dan Goldberg
Objective: To gain a general understanding of the investing process, common securities, the impact of inflation, and delve into the detailed workings of stock and bond investing.
Course 2: Mutual Funds, ETFs, Portfolio and Retirement Planning | Instructor: Dan Goldberg
Objective: Detailed analysis of Mutual Funds, ETFs and Portfolio and Retirement Planning Strategies.
Further Inquiries and Information
Phone 805.210.2997
https://www.simi-investments.com/investment_courses.html
