Course curriculum

  • 1

    1. Welcome To the Course!

    • 1.1 Learning Objectives

  • 2

    2. Finance Addenda Overview

    • 2.1 Finance & Investing Addenda

    • 2.2 Industry Trends

    • 2.2 Clip Jonathan's Video

    • 2.3 High-level Tips for Verifying Finance & Investing Addenda

    • 2.4 Non Addenda Financial Services
  • 3

    3. Investment Advising (DM)

    • 3.1 Investment Advising Overview

    • 3.2 Company Examples

    • 3.3 Key Terms & Concepts

    • 3.4 Question-Level Guidance

    • 3.5 Test Your Knowledge: TOPIC (for quiz questions)
  • 4

    4. Equity Investing (EM)

    • 4.1 Equity Investing Overview

    • 4.2 Company Examples

    • 4.4 Question-level Guidance

    • 4.5 Test Your Knowledge: TOPIC (for quiz questions)
  • 5

    5. Deposit Bank

    • 5.1 Deposit Bank Overview

    • 5.1 Qualifying Criteria

    • 5.2 Company Examples

    • 5.4 Question-level Guidance

    • 5.5 Test Your Knowledge: TOPIC
  • 6

    6. Other Credit

    • 6.1 Other Credit Overview

    • 6.4 Question-level Guidance
  • 7

    7. Microfinance Institutions

    • 7.1 Microfinance

    • 7.4 Question-level Guidance
  • 8

    8. Resources for Further Learning

    • 8.1 Additional Resources