Introduction to Investment Products & Investment Accounts

Investment products like stocks, bonds, ETFs, mutual funds, and annuities all work differently. Understanding how they’re structured helps you decide which ones make sense for your financial goals. In this class, you’ll learn what each investment product is, how it works, and how it’s commonly used.

We’ll also talk through the different types of investment accounts, including 401(k)s, IRAs, brokerage accounts, and annuities. You’ll learn which ones offer tax benefits, which ones don’t, and how eligibility rules affect your choices.

By the end, you’ll know how to compare investment products and accounts based on your own needs. You’ll leave with a clear understanding of how these tools can support your financial planning.