Investment Minute Series - Classic 130
The Investment Minute is an unbiased investor education series created to improve Oklahomans'
investor well-being through education. Information from this series is also published, via the
Investor Weekly, in local newspapers state-wide.
| Investment Minute - Classic 130 |
| Week 1 - Introduction |
| Introduction 1 |
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| Introduction 2 |
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| Introduction 3 |
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| Introduction 4 |
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| Introduction 5 |
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| Week 2 - Investment Scams |
| Ponzi Scheme |
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| Pyramid Scheme |
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| Penny Stock |
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| Boiler Rooms |
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| Prime Bank Scam |
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| Week 3 - Investment Scams |
| Promissory Note
>>More |
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| Dishonest Broker |
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| Insurance Agents |
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| Nigerian Scams |
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| Mutual Fund Fraud |
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| Week 4 - Investment Scams |
| Wrong Number Scam Part 1 |
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| Wrong Number Scam Part 2 |
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| Unknown Stock Tips |
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| Wrong Number Scam Part 3 |
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| Spotting Con Artists |
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| Week 5 - Senior Fraud |
| Introduction |
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| Advance Fee |
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| Charitable Annuities |
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| High Pressure Tactics |
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| 5 Tips to Spot Fraud |
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| Week 6 - Affinity Fraud
More |
| Introduction |
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| Examples of Affinity Fraud |
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| "You Can Trust Me" |
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| Preventing Affinity Fraud |
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| Reporting Affinity Fraud |
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| Week 7 - Mutual Fund Investing
More |
| Introduction |
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| What is a Mutual Fund? |
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| Mutual Fund Components |
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| Types of Mutual Funds |
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| More on Mutual Funds |
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| Week 8 - Mutual Fund Investing
More |
| Diversification |
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| Liquidity |
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| Risk vs. Return |
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| Tips for Getting Started |
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| Other Tips for Investing |
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| Week 9 - Mutual Fund Investing
More |
| Your Responsibilities |
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| Mutual Fund Documents |
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| Contractual Plans |
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| How Mutual Funds Work |
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| Mutual Fund Popularity |
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| Week 10 - Mutual Fund Investing
More |
| Mutual Fund Fees |
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| What does "Load" mean? |
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| Types of "Load" Fees |
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| Other Types of Fees |
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| Ask about Fees First! |
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| Week 11 - Mutual Fund Investing
More |
| Mutual Fund Classes |
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| ABC's of Fund Classes |
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| What are Break Points? |
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| The Importance of Break Points |
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| Are you Getting the Break Points |
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| Week 12 - Variable Annuities
More |
| Introduction |
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| How they Work |
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| Features of Variable Annuities |
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| More Features of Variable Annuities |
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| How to Protect Yourself |
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| Week 13 - Variable Annuities
More |
| Not Suitable for Everyone |
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| More Sales Abuses |
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| What is Twisting? |
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| Are they Suitable for You? |
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| Questions Before Investing |
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| Week 14 - Bonds
More |
| Introduction to Bonds |
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| Bonds vs. Stocks |
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| Short vs. Long Term |
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| Why Bonds are not Risk Free |
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| Other Types of Risk |
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| Week 15 - Bonds
More |
| Investment Bonds |
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| Municipal Bonds |
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| Junk Bonds |
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| Zero Interest Bonds |
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| Factors that Affect Bond Prices |
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| Week 16 - Broker Trust |
| Market Manipulation |
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| Churning or Unauthorized Trades |
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| Broker Lies or Half Truths |
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| Chop Stock Scam |
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| Avoid Becoming a Victim |
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| Week 17 - Broker Dispute Resolution |
| Introduction to Broker Disputes |
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| How to Avoid Broker Disputes |
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| Filing a Written Complaint |
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| How to Recovery Your Losses |
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| Arbitration and Mediation |
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| Week 18 - How to Choose a Stockbroker |
| Stockbroker's Role |
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| Stockbroker Services |
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| More Stockbroker Services |
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| Tips for Choosing a Stockbroker |
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| How to Work with Stockbrokers |
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| Week 19 - Choosing Investment Advisors and Financial Planners |
| Introduction |
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| Fees |
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| Difference Between Advisors/Planners |
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| Tips for Choosing an Advisor/Planner |
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| Questions to Ask when Choosing and Advisor/Planner |
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| Week 20 - Artitration |
| Definition of Alternative Dispute Resolution |
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| Introduction of Arbitration |
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| Pros and Cons |
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| Arbitration Case Types |
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| How to File a Claim |
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| Week 21 - Artitration Process |
| Artitration Hearing Location |
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| Artitration Hearing Procedures |
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| Artitration Hearing Procedures (con't) |
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| Arbitrator's Ruling |
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| Conclusion |
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| Week 22 - Mediation |
| Introduction |
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| Mediation Benefits |
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| The Mediation Session |
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| Mediation Settlements |
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| Mediation Myths |
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| Week 23 - Investment Account Statements |
| Introduction |
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| Statement Basics |
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| The Information on Your Account Statements |
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| Account Statement Information (con't) |
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| Income Summary and Details |
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| Week 24 - Investment Account Statement Verification |
| Introduction |
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| What to Look for on your Statement |
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| Verify Basic Information |
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| Understanding your Statement |
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| How to Handle Statement Mistakes |
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| Week 25 - Oklahoma Securities Commission (OSC) |
| Introduction |
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| Members |
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| Mission/Mission Accomplished |
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| Mission/Mission Accomplished Pt.2 |
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| Other Commission Duties |
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| Week 26 - Oklahoma Securities Commission (OSC) (con't) |
| Duties |
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| Hickman and Crescent Fraud Cases |
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| What to do if You are Scammed |
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| What Happens When Fraud is Reported |
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| Series Conclusion/Information about InvestEd Programs |
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