1. Explain factors to consider when selecting investments

2. Explain the importance of research when selecting investments Selecting investments can be overwhelming to a new investor. The process of researching stocks and investments isn't as difficult as it seems once you understand how to read financial statements

3. What type of investor are you?

4. Investment Objectives Safety of capital, current income and capital appreciation are factors that should influence an investment decision and will depend on a person's age, stage/position in life and personal circumstances. A 75-year-old widow living off of her retirement portfolio is far more interested in preserving the value of investments than a 30-year-old business executive would be. Because the widow needs income from her investments to survive, she cannot risk losing her investment. The young executive, on the other hand, has time on his or her side. As investment income isn't currently paying the bills, the executive can afford to be more aggressive in his or her investing strategies.

5. Describe the effect of the following business factors in selecting investments Environment/Economic conditions Industry Product mix Level of competition Management Trends Other factors

6. Discuss the effect of the following personal factors in selecting investments: Risk tolerance Age and life phase Time horizon Need for liquidity Need to minimize taxes

7. Performance Activity