Beginner
Foundations of Investing
Start from scratch. This program covers the most essential concepts every new investor should know — from understanding risk to how markets work.
Training Programs
Free, structured learning guides designed to build your investment knowledge — from the very basics to advanced concepts. All content is for informational purposes only.
Informational Purposes Only: All training materials and guides provided by invterms are intended solely for educational use. They do not constitute financial, investment, tax, or legal advice. Consult a qualified financial professional before making any investment decisions.
Self-Paced Learning
Our Learning Programs
Choose a program that matches your current knowledge level. Each guide is self-paced, free to access, and carefully structured to build upon previous concepts.
Intermediate
Building Your Portfolio
Go beyond the basics. Learn asset allocation, diversification strategies, sector investing, and how to evaluate individual stocks and funds.
Advanced
Advanced Market Concepts
For experienced investors looking to understand derivatives, short selling, alternative investments, and more complex financial instruments.
Personalized Learning
Private Guides Made for You
Not sure where to start? Our team has assembled curated, personalized reading paths tailored to specific investor profiles and learning objectives.
Whether you're a retiree looking to understand income-oriented investments, a young professional starting to build long-term wealth, or a business owner exploring tax-efficient strategies, our private guides map out the most relevant terms and concepts for your situation.
All guides are informational and educational only. They are not personalized financial advice.
Request a GuideAvailable Personalized Paths
- New Investors — First Steps in the Market
- Retirement Planning Terminology
- Growth Investing & Equity Terms
- Fixed Income & Bond Markets
- Global & International Markets
- Risk Management Fundamentals
What You Will Learn
Beginner Program Curriculum
A sample of the topics covered in our Foundations of Investing program. All content is informational.
01
What Is Investing?
An introduction to the concept of investing: why people invest, how financial markets function, and the fundamental difference between saving and investing.
02
Understanding Risk and Return
How risk and reward relate to each other, how to assess your personal risk tolerance, and the key risk types every investor should know (market risk, credit risk, liquidity risk).
03
Asset Classes Explained
A deep dive into the major asset classes — equities, fixed income, cash equivalents, real estate, and alternatives — and the role each plays in a diversified portfolio.
04
Stocks and How They Work
What stocks represent, how they are traded on exchanges, how to read a stock quote, and the key metrics used to evaluate equity investments.
05
Bonds and Fixed Income
How bonds work, key bond terminology (coupon, duration, yield to maturity), how interest rate changes affect bond prices, and the role bonds play in a balanced portfolio.
06
Funds: ETFs and Mutual Funds
How pooled investment vehicles work, the differences between index funds, ETFs, and actively managed mutual funds, and what to look for when evaluating a fund.
07
Diversification and Portfolio Construction
The principles behind building a balanced portfolio, how to achieve effective diversification across assets and sectors, and common portfolio construction strategies.
08
Reading Financial News and Reports
How to interpret key financial reports (earnings releases, balance sheets), understand market terminology in the media, and avoid common information traps.
Free Resource
Start Learning Today
All programs and guides are completely free. No registration required. Begin with the glossary, then work through a structured learning path at your own pace.