eShareholder University

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Investment Education for the Successful Investor

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eShareholder University brings a dynamic and empowering educational opportunity to a new generation of investors. With an extensive investment education curriculum utilizing traditional and technologically advanced teaching methods, eShareholder University enables individuals to experience e-learning at its very best. You can gradually progress through the freshman, sophomore, junior and senior levels.

Focusing on translating and demystifying the complexities of the financial markets, eShareholder University will prepare you for strategic decision making in the financial arena. Whether it’s today’s stock market fluctuations, portfolio management challenges or wealth building opportunities, becoming an eShareholder University graduate will put you firmly on the road to intelligent investing.

Investment Education for the Successful Investor
This course will teach you beginning to advanced investment concepts to help you succeed with your investing endeavors.
Module 1 101 - Introduction to investing
An introduction to investing
Unit 1 Four Steps to Investing Successfully
Unit 2 Start With Education
Unit 3 Types of Investors
Unit 4 Assessing Your Risk Tolerance
Unit 5 Setting Goals & Your Timeline
Unit 6 Building a Portfolio
Unit 7 101 - Quiz
Module 2 102 - Introduction to stocks
Introduction to stocks
Unit 1 102 - Overview
Unit 2 The Stock Market
Unit 3 Stock Exchanges
Unit 4 Types of Stocks
Unit 5 Share Terminology
Unit 6 Splits and Reverse Splits
Unit 7 Dividends
Unit 8 Growth versus Income
Unit 9 Risk Vs Return
Unit 10 How to Assess the Risk of a Stock
Unit 11 Fundamentals of the Company
Unit 12 Using Technical Analysis to Assess a Stock
Unit 13 How the Beta Can Help Evaluate a Stock
Unit 14 Securities Act of 1933 & 1934 - What it Means to You
Unit 15 102 - Quiz
Module 3 103 - Introduction to Funds
Introduction to Funds
Unit 1 Fund ABC’s:
Unit 2 Why invest in a mutual fund instead of individual stocks?
Unit 3 Drawbacks of Buying into a Fund
Unit 4 How to Find the Right Broker/Mutual Fund
Unit 5 Choosing a Mutual Fund
Unit 6 Load and No-Load Funds
Unit 7 Actively and Passively Managed Funds
Unit 8 Types of Funds
Unit 9 Two Pillars of Investing: Asset Allocation and Diversification
Unit 10 Funds
Unit 11 Taxation Issues
Unit 12 Advice for All Mutual Funds
Unit 13 Glossary:
Unit 14 103 - Quiz
Module 4 104 - Introduction to Bonds
Introduction to Bonds
Unit 1 104 - Overview
Unit 2 Factors in Bond Pricing
Unit 3 Bond Maturation
Unit 4 Types of Bonds
Unit 5 Bond Redemption
Unit 6 Bond Risks
Unit 7 Bond Indexes
Unit 8 Basics of Bond Trading
Unit 9 Bond Trading Strategies
Unit 10 104 - Quiz
Module 5 105 - Introduction to Treasuries, CD’s & Money Markets
Introduction to Treasuries
Unit 1 105 - Overview
Unit 2 Types of Treasury Certificates
Unit 3 Treasury Direct
Unit 4 Auctions
Unit 5 The Competitive and the Noncompetitive Bid
Unit 6 Treasury Bills
Unit 7 About Treasury Notes, Treasury Bonds and TIPS
Unit 8 Treasury Notes
Unit 9 Treasury Bonds
Unit 10 TIPS – Treasury Inflation Protected Securities
Unit 11 Other Treasury Products
Unit 12 Certificates of Deposit
Unit 13 105 - Quiz
Module 6 106 - Introduction to Options
Introduction to Options
Unit 1 106 - Overview
Unit 2 What is an option?
Unit 3 Call and Put Options
Unit 4 Exercise, Execute & Expire
Unit 5 In, At and Out of the Money
Unit 6 Covered and Naked Calls and Puts
Unit 7 Exercising Early
Unit 8 Trading Levels
Unit 9 Volatility & Risk
Unit 10 Employee Stock Options (ESO’s)
Unit 11 106 - Quiz
Module 7 107 - Introduction to Futures
Introduction to Futures
Unit 1 107 - Overview
Unit 2 Stock Futures
Unit 3 Margin accounts
Unit 4 Pricing
Unit 5 Commodities Futures
Unit 6 Currency Futures
Unit 7 Hedging and Speculating
Unit 8 Options on Futures
Unit 9 Futures Pros and Cons
Unit 10 107 - Quiz
Module 8 108 - Introduction to Commodities, Gold & Precious Metals
Introduction to Commodities, Gold & Precious Metals
Unit 1 108 - Overview
Unit 2 What Commodities to Choose
Unit 3 Risk
Unit 4 Commodity Futures
Unit 5 Commodity Trading Strategy Tips
Unit 6 Ready to Trade
Unit 7 Trading Futures in Metals
Unit 8 108 - Quiz
Module 9 109 - Freshman Final Exam
Final Exam
Unit 1 Freshman Final Exam
Module 10 201 - Fundamentals of Stocks
Sophomore Course - Fundamentals of Stocks
Unit 1 What are a stock’s fundamentals?
Unit 2 Income Statement
Unit 3 Balance Sheet
Unit 4 Cash Flow Statements
Unit 5 Earnings
Unit 6 Earnings per Share (EPS)
Unit 7 Current Earnings per Share
Unit 8 Forward Earnings per Share
Unit 9 Trailing Earnings
Unit 10 Price to Earnings Ratio (P/E)
Unit 11 PEG = Projected Earnings Growth
Unit 12 Price to Sales Ratio (P/S)
Unit 13 Price to Book Value (P/B)
Unit 14 Return on Equity (ROE)
Unit 15 Beta
Unit 16 Debt to Equity Ratio (D/E)
Unit 17 Dividends
Unit 18 Dividend Yield
Unit 19 Dividend Payout Ratio
Unit 20 Analyst Opinion and Estimates
Unit 21 Ratings
Unit 22 Earnings Estimates
Unit 23 Major Ratings
Unit 24 Earnings Estimates and Surprises
Unit 25 Target Price –
Unit 26 Information generally provided with a stock on financial websites:
Unit 27 201 - Quiz
Module 11 202 - Fundamentals of a Stock Part II
202 - Part 2 of "Fundamentals of a Stock"
Unit 1 Earnings Season
Unit 2 Volatility of Earnings Season
Unit 3 Earnings Estimates and Surprises
Unit 4 How to Play Earnings
Unit 5 The Role of Company Analysis
Unit 6 The Role of Industry Analysis
Unit 7 Economic Factors:
Unit 8 The Role of Economic Analysis
Unit 9 Extrinsic and Intrinsic Values
Unit 10 202 - Quiz
Module 12 203 - Basics of Stock Trading – Part I
203 - Basics of Stock Trading Part 1
Unit 1 203 - Overview
Unit 2 Types of Brokerages
Unit 3 Investigate Before Opening an Account
Unit 4 Important points:
Unit 5 Trading Tools at Your Brokerage Account
Unit 6 Setting-Up the Account
Unit 7 Main Types of Orders
Unit 8 Positives and Negatives of Stop Loss Orders
Unit 9 203 - Quiz
Module 13 204 - 204 Basics of Trading Stocks Part II
203 - Basics of trading stocks part 2
Unit 1 Trading Psychology
Unit 2 Investment/Trading Mistakes
Unit 3 Type of Risks
Unit 4 Managing Your Risks
Unit 5 After Hours Trading
Unit 6 204 Quiz
Module 14 205 - ETFs and ETNs
205 - Learing ETFs and ETNs
Unit 1 Exchange Traded Funds (ETFs)
Unit 2 Attraction of ETFs
Unit 3 Tax Issues with an ETF vs. a Mutual Fund
Unit 4 How safe are ETFs?
Unit 5 Type of ETFs
Unit 6 Index Funds
Unit 7 Inverse or Short ETFs
Unit 8 Leveraged ETFs
Unit 9 Actively Managed ETFs
Unit 10 Sector ETFs
Unit 11 Growth vs. Value ETFs
Unit 12 Market capitalization ETFs
Unit 13 Emerging Markets and Foreign ETFs
Unit 14 Bond/Fixed Income ETFs
Unit 15 Commodities ETFs
Unit 16 REIT ETFs
Unit 17 Exchange-Traded Notes (ETN’s)
Unit 18 Some Advantages of ETN’s
Unit 19 Disadvantages
Unit 20 205 Quiz
Module 15 206 - Basics of Trading Futures
206 - Basics of Trading Futures
Unit 1 206 - Overview
Unit 2 Long and Short Term Positions
Unit 3 Margins & Leverage
Unit 4 Price and Position Limits
Unit 5 Basis
Unit 6 Commodity or Cash Settlements
Unit 7 Index Futures
Unit 8 Expirations
Unit 9 Spreads
Unit 10 Fair Value
Unit 11 Exiting Contract using Option
Unit 12 Floor Traders & Exchange Specialists
Unit 13 206 - Quiz
Module 16 207 - Basics of Trading Options
207 - Basics of Trading Options
Unit 1 207 - Overview
Unit 2 What kind of options investor are you?
Unit 3 Options Orders
Unit 4 Intrinsic & Time Value
Unit 5 Open Interest, Volume & Liquidity
Unit 6 Option Pricing
Unit 7 Leverage of Options
Unit 8 Option Spreads
Unit 9 Show or Fill Rule
Unit 10 Exercising Options
Unit 11 Expiration Cycles
Unit 12 Delta
Unit 13 Synthetic Options
Unit 14 Stocks versus Options
Unit 15 Summary
Unit 16 207 Quiz
Module 17 208 - Internet Investor
208 - Internet Investor
Unit 1 208 - Overview
Unit 2 Setting-Up Your Account
Unit 3 Doing the Research
Unit 4 Social Media for the Investor
Unit 5 Financial Blogs
Unit 6 Online Investment Strategy
Unit 7 Protect Yourself Investing Online
Unit 8 208 Quiz
Module 18 208 - Sophomore Final Exam
208 - Sophomore Final Exam
Unit 1 Sophomore Final Exam
Module 19 301 Stock Trading Strategies - Part I
301 Stock Trading Strategies - Part I
Unit 1 Investment Principles and Strategies
Unit 2 Diversification
Unit 3 Asset Class Investing
Unit 4 Stock Strategies
Unit 5 Portfolio Rebalancing
Unit 6 301 Quiz
Module 20 302 – Stock Trading Strategies Part II
302 – Stock Trading Strategies Part II
Unit 1 The Importance of Strategies
Unit 2 Sector Rotation
Unit 3 Market Neutral Strategies
Unit 4 Short Term Strategies
Unit 5 Moving Averages
Unit 6 Trading the Moving Averages
Unit 7 Trading on News
Unit 8 Overnight Trading Strategy
Unit 9 Market Timing
Unit 10 Algorithmic & High Frequency Trading
Unit 11 Exit Strategy
Unit 12 Trading the Tick
Unit 13 Trading the TRIN
Unit 14 Leveraging & Short Selling
Unit 15 Day Trading
Unit 16 Pros and Cons of Day Trading
Unit 17 Swing Trading
Unit 18 Morning Opening Gap
Unit 19 Trading Strategy
Unit 20 302 Quiz
Module 21 303 – Margins & Short Selling
Margins and Short Selling
Unit 1 303 - Overview
Unit 2 Hedging or Speculating
Unit 3 Short Sales & Naked Short Selling
Unit 4 Margin Accounts
Unit 5 Maintenance Margin & Margin/Maintenance Calls
Unit 6 Advantages & Risks
Unit 7 Short Sale Strategies
Unit 8 Short Selling & Ethics
Unit 9 303 Quiz
Module 22 304 – Stock Screeners
Stock Screeners
Unit 1 304 – Stock Screeners
Unit 2 Selecting Your Criteria
Unit 3 Checklist for a Screener
Unit 4 Free Stock Screeners
Unit 5 Fee-Based Screeners
Unit 6 Back Testing
Unit 7 304 Quiz
Module 23 305 – Options Strategies
305 – Options Strategies
Unit 1 305 - Overview
Unit 2 Volatility and Volatility Index
Unit 3 Ratio Spreads
Unit 4 Bullish Strategies
Unit 5 Bearish Strategies
Unit 6 Neutral Strategies
Unit 7 Other Strategies
Unit 8 USING RISK GRAPHS
Unit 9 Exit Strategies
Unit 10 305 Quiz
Module 24 306 – Futures Strategies
306 – Futures Strategies
Unit 1 306 - Overview
Unit 2 Futures Quotes
Unit 3 Bid / Ask Spreads
Unit 4 Long and Short Strategy
Unit 5 Spread Trading
Unit 6 Pairs Trading
Unit 7 Volume
Unit 8 Fair Value at Market Open
Unit 9 Managed Futures Strategy Funds
Unit 10 306 Quiz
Module 25 307 - Economic and Market Indicators
307 - Economic and Market Indicators
Unit 1 307 - Overview
Unit 2 Economic Indicators
Unit 3 Primary Economic Indicators
Unit 4 The Dow Theory of the Market
Unit 5 Market Movements and Trends
Unit 6 Bull Markets
Unit 7 Three Phases of Bull Market
Unit 8 Bear Markets
Unit 9 Three Phases of Bear Market
Unit 10 Market Tops/Bottoms
Unit 11 The Efficient-Market Hypothesis (EMH)
Unit 12 307 Quiz
Module 26 308 – Managing Your Portfolio
308 – Managing Your Portfolio
Unit 1 308 - Overview
Unit 2 Portfolio Allocation
Unit 3 Diversification
Unit 4 Risk Tolerance
Unit 5 Monitoring and Maintaining
Unit 6 Rebalancing and Reacting to Market Conditions
Unit 7 Taxes (Cost Basis and Tax Optimization)
Unit 8 Dashboard Management Products
Unit 9 308 Quiz
Module 27 Junior Course Final Exam
Final Exam
Unit 1 Junior Course Final Exam
Module 28 401 - Stock Charts
Stock Charts
Unit 1 The Major Charts
Unit 2 Line Charts
Unit 3 Bar Charts
Unit 4 Japanese Candlestick Charts
Unit 5 Point and Figure Charts
Unit 6 EquiVolume Charts
Unit 7 Price Scaling
Unit 8 Chart Patterns
Unit 9 Support and Resistance
Unit 10 Price Action
Unit 11 Basing & Consolidation
Unit 12 Cup & Handle Pattern
Unit 13 Symmetrical Triangle
Unit 14 Ascending and Descending Triangles
Unit 15 Descending Triangle
Unit 16 Flag & Pennant Patterns
Unit 17 Price Channels
Unit 18 Saucer or “Round Bottom” and Inverse Saucer Pattern
Unit 19 Head and Shoulder Pattern
Unit 20 Inverse Head and Shoulders
Unit 21 Double Tops and Bottoms - Reversal Patterns
Unit 22 Triple Tops and Bottoms
Unit 23 Trading Gaps
Unit 24 Islands Tops and Bottoms
Unit 25 123 Reversal Pattern
Unit 26 Pivot Points
Unit 27 Reversal vs. Retracement
Unit 28 Reversals
Unit 29 Retracements
Unit 30 Fibonacci Retracement Pattern
Unit 31 Elliot Wave
Unit 32 401 Quiz
Module 29 402 – Stock Charts & Indicators
Stock Charts & Indicators
Unit 1 402 - Overview
Unit 2 What Makes Stocks Move
Unit 3 Market Indicators
Unit 4 The Importance of Volume
Unit 5 Technical Analysis
Unit 6 Technical Indicators
Unit 7 Oscillators
Unit 8 Price Indicators
Unit 9 Volume Indicators
Unit 10 Volatility Indicators
Unit 11 Momentum Indicators
Unit 12 402 Quiz
Module 30 403 – Technical Analysis Notes
Technical Analysis Notes
Unit 1 403 - Overview
Unit 2 Cycles
Unit 3 Gauging Market Sentiment
Unit 4 The Technical Analysis Arsenal
Unit 5 Tips to Remember When Using Technical Analysis
Unit 6 Level II Quotes
Unit 7 Final Notes about Technical Analysis
Unit 8 403 Quiz
Module 31 404 - Candlestick Charting
CANDLESTICK CHARTING
Unit 1 404 - Overview
Unit 2 Basic Shapes - Indicating Strength
Unit 3 Basic Shapes - Indecision/Reversal Candlesticks and/or Patterns
Unit 4 Simple Patterns - Patterns Indicating Both Bearish and Bullish Reversals
Unit 5 Continuation Patterns
Unit 6 Rising and Falling Three Methods
Unit 7 Upside and Downside Tasuki Gap
Unit 8 Three Line Strike
Unit 9 Bearish Reversal Patterns
Unit 10 Bullish Reversal Patterns
Unit 11 Pros and Cons
Unit 12 404 Quiz
Module 32 405 - Trends
Trends
Unit 1 405 - Overview
Unit 2 Dow Theory and Trend Trading
Unit 3 Trading Trend Lines
Unit 4 Drawing Trend Lines
Unit 5 Trend Line Channels
Unit 6 Market Trend Analysis
Unit 7 Uptrends and Downtrends
Unit 8 Moving Average Crossover
Unit 9 Trend Reversals
Unit 10 U-Turn
Unit 11 Jumpstart
Unit 12 Free Fall
Unit 13 Consolidation and Basing
Unit 14 Entry & Exit Strategies in Trend Trading
Unit 15 Pros & Cons of Trend Trading Systems
Unit 16 Turtle Trend Trading
Unit 17 Trend Trading Software
Unit 18 405 Quiz
Module 33 406 – Advanced Options
Advanced Options
Unit 1 406 - Overview
Unit 2 Options Pricing Models
Unit 3 Options Greeks
Unit 4 Implied Volatility and Volatility Skews & Smiles
Unit 5 Ratio of Reward versus Risk
Unit 6 Leverage
Unit 7 Level II Quotes
Unit 8 Legging
Unit 9 Trading Style
Unit 10 406 Quiz
Module 34 407 – Advanced Futures
Advanced Futures
Unit 1 407 – Advanced Futures
Unit 2 Trends in Pricing
Unit 3 Fair Value
Unit 4 Mark to Market
Unit 5 Basis Risk
Unit 6 Risk & Reward
Unit 7 Futures Contracts
Unit 8 Placing Orders
Unit 9 Commodity Pool
Unit 10 407 Quiz
Module 35 408 – Day Trading or Investing
Day Trading or Investing
Unit 1 Which Type of Investor Are You?
Unit 2 Risks/Rewards of Day Trading
Unit 3 Principles & Strategies of Day Trading
Unit 4 Risks/Rewards of Long-Term Investing
Unit 5 Principles & Strategies of Long-Term Investing
Unit 6 Active Management
Unit 7 Financial Professional or DIY
Unit 8 Day Trading
Unit 9 Day Trading Strategies
Unit 10 Time-of-Day Trading
Unit 11 After-Hours Trading
Unit 12 Managing Day Trading Risk
Unit 13 Exit Strategy Reminders
Unit 14 A Last Word about Timing the Market
Unit 15 The Investing Journey Begins
Unit 16 408 Quiz
Module 36 409 - Senior Final Exam
Final Exam
Unit 1 Senior Final Exam

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