Understanding Common Investment Products 🌎
Languages: English, French
Media Editing: The video module(s) in this subject are editable under our Content Studio offering, unless otherwise indicated.
Description: When it comes to stocks, bonds, mutual funds, and ETFs (Exchange Traded Funds), there's a lot for your frontline associates to remember. This subject is intended to help give learners a general understanding of what they are and the common terms associated with them. This content is not designed to help employees advise customers regarding their investment products. It's simply meant to help workers understand more about the finance and investment world and the products their company offers. Learners are advised to always follow their business's best practices for addressing customer inquiries about investment products.
*NOTE* This subject includes only Level 1 and 2 recall and advanced recall questions.
Topics
Stocks
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Stocks are a popular security that many customers may have in their portfolio. This topic will give you a high-level overview of stocks, like why people buy them, what can affect their price, and what dividends are.
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Questions (Level 1, 2)
Video Module
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This topic is currently available in English.
Bonds
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Bonds are used by governments and corporations to raise money. To help you understand them better, you can think of them like a loan between the investor and the entity issuing the bond. This topic will help you understand how bonds work, and cover bond specific terms like fixed income instruments and coupon rate.
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Questions (Level 1, 2)
Video Module
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Translated content is typically AI-generated, and in some instances, it's been human-reviewed. Review the list below for translation details within this topic.
English
French
Questions = human-translated
Video = AI-translated
Mutual Funds
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Mutual funds pool money from many investors to invest in different types of securities, like stocks and bonds. In this topic, you’ll learn how they’re managed, who manages them, and how they’re bought and sold.
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Questions (Level 1, 2)
Video Module
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Translated content is typically AI-generated, and in some instances, it's been human-reviewed. Review the list below for translation details within this topic.
English
French
Questions = human-translated
Video = AI-translated
ETFs (Exchange Traded Funds)
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Exchange Traded Funds, more commonly known as ETFs, are a unique type of security. They’re an investment fund that contains many different types of assets. This topic will give you a high-level overview of how they work and teach you how they’re different from mutual funds.
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Questions (level 1, 2)
Video module
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Translated content is typically AI-generated, and in some instances, it's been human-reviewed. Review the list below for translation details within this topic.
English
French
Questions = human-translated
Video = AI-translated
