FINRA: Investor Trends: Exploring the Changing Investor Landscape (EL-ELC293)

Overview

This course provides information that can help learners understand the changing investor landscape and financial capability among U.S. adults. It examines possible effects of the pandemic as well as data on investor practices, knowledge and information sources. 

Find this course for your license


License or Certification 

 

Regulator 

 

Type 

 


Learning Objectives

  • Overview of the NFCS
  • Possible Effects of the Pandemic
  • Characteristics of Investors
  • Financial Capability
  • Demographic Differences
  • Investing Practices
  • Characteristics of New Investors
  • Risk Tolerance
  • Fraud Concerns
  • Investor Knowledge


Designed For:

Registered Representatives 




Course Information

Adding additional credit may change exam requirements.