| Week 1 - Introduction |
| Introduction 1 (Monday, March 27, 2006) |
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| Introduction 2 (Tuesday, March 28, 2006) |
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| Introduction 3 (Wednesday, March 29, 2006) |
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| Introduction 4 (Thursday, March 30, 2006) |
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| Introduction 5 (Friday, March 31, 2006) |
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| Week 2 - Investment Scams |
| Ponzi Scheme (Monday, April 3, 2006) |
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| Pyramid Scheme (Tuesday, April 4, 2006) |
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| Penny Stock (Wednesday, April 5, 2006) |
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| Boiler Rooms (Thursday, April 6, 2006) |
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| Prime Bank Scam (Friday, April 7, 2006) |
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| Week 3 - Investment Scams |
| Promissory Note (Monday, April 10, 2006)
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| Dishonest Broker (Tuesday, April 11, 2006) |
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| Insurance Agents (Wednesday, April 12, 2006) |
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| Nigerian Scams (Thursday, April 13, 2006) |
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| Mutual Fund Fraud (Friday, April 14, 2006) |
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| Week 4 - Investment Scams |
| Wrong Number Scam 1 (Monday, April 17, 2006) |
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| Wrong Number Scam 2 (Tuesday, April 18, 2006) |
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| Unknown Stock Tips (Wednesday, April 19, 2006) |
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| Wrong Number Scam 3 (Thursday, April 20, 2006) |
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| Spotting Con Artists (Friday, April 21, 2006) |
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| Week 5 - Senior Fraud |
| Introduction (Monday, April 24, 2006) |
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| Advance Fee (Tuesday, April 25, 2006) |
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| Charitable Annuities (Wednesday, April 26, 2006) |
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| High Pressure Tactics (Thursday, April 27, 2006) |
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| 5 Tips to Spot Fraud (Friday, April 28, 2006) |
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| Week 6 - Affinity Fraud
More |
| Introduction (Monday, May 1, 2006) |
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| Examples of Affinity Fraud (Tuesday, May 2, 2006) |
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| "You Can Trust Me" (Wednesday, May 3, 2006) |
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| Preventing Affinity Fraud (Thursday, May 4, 2006) |
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| Reporting Affinity Fraud (Friday, May 5, 2006) |
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| Week 7 - Mutual Fund Investing
More |
| Introduction (Monday, May 8, 2006) |
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| What is a Mutual Fund? (Tuesday, May 9, 2006) |
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| Mutual Fund Components (Wednesday, May 10, 2006) |
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| Types of Mutual Funds (Thursday, May 11, 2006) |
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| More on Mutual Funds (Friday, May 12, 2006) |
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| Week 8 - Mutual Fund Investing
More |
| Diversification (Monday, May 15, 2006) |
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| Liquidity (Tuesday, May 16, 2006) |
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| Risk vs. Return (Wednesday, May 17, 2006) |
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| Tips for Getting Started (Thursday, May 18, 2006) |
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| Other Tips for Investing (Friday, May 19, 2006) |
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| Week 9 - Mutual Fund Investing
More |
| Your Responsibilities (Monday, May 22, 2006) |
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| Mutual Fund Documents (Tuesday, May 23, 2006) |
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| Contractual Plans (Wednesday, May 24, 2006) |
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| How Mutual Funds Work (Thursday, May 25, 2006) |
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| Mutual Fund Popularity (Friday, May 26, 2006) |
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| Week 10 - Mutual Fund Investing
More |
| Mutual Fund Fees (Monday, May 29, 2006) |
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| What does "Load" mean? (Tuesday, May 30, 2006) |
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| Types of "Load" Fees (Wednesday, May 31, 2006) |
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| Other Types of Fees (Thursday, June 1, 2006) |
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| Ask about Fees First! (Friday, June 2, 2006) |
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| Week 11 - Mutual Fund Investing
More |
| Mutual Fund Classes (Monday, June 5, 2006) |
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| ABC's of Fund Classes (Tuesday, June 6, 2006) |
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| What are Break Points? (Wednesday, June 7, 2006) |
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| The Importance of Break Points (Thursday, June 8, 2006) |
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| Are you Getting the Break Points (Friday, June 9, 2006) |
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| Week 12 - Variable Annuities
More |
| Introduction (Monday, June 12, 2006) |
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| How they Work (Tuesday, June 13, 2006) |
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| Features of Variable Annuities (Wednesday, June 14, 2006) |
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| More Features of Variable Annuities (Thursday, June 15, 2006) |
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| How to Protect Yourself (Friday, June 16, 2006) |
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| Week 13 - Variable Annuities
More |
| Not Suitable for Everyone (Monday, June 19, 2006) |
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| More Sales Abuses (Tuesday, June 20, 2006) |
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| What is Twisting? (Wednesday, June 21, 2006) |
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| Are they Suitable for You? (Thursday, June 22, 2006) |
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| Questions Before Investing (Friday, June 23, 2006) |
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| Week 14 - Bonds
More |
| Introduction to Bonds (Monday, June 26, 2006) |
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| Bonds vs. Stocks (Tuesday, June 27, 2006) |
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| Short vs. Long Term (Wednesday, June 28, 2006) |
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| Why Bonds are not Risk Free (Thursday, June 29, 2006) |
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| Other Types of Risk (Friday, June 30, 2006) |
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| Week 15 - Bonds
More |
| Investment Bonds (Monday, July 3, 2006) |
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| Municipal Bonds (Tuesday, July 4, 2006) |
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| Junk Bonds (Wednesday, July 5, 2006) |
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| Zero Interest Bonds (Thursday, July 6, 2006) |
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| Factors that Affect Bond Prices (Friday, July 7, 2006) |
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| Week 16 - Broker Trust |
| Market Manipulation (Monday, July 10, 2006) |
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| Churning or Unauthorized (Tuesday, July 11, 2006) |
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| Broker Lies or Half Truths (Wednesday, July 12, 2006) |
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| Chop Stock Scam (Thursday, July 13, 2006) |
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| Avoid Becoming a Victim (Friday, July 14, 2006) |
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| Week 17 - Broker Dispute Resolution |
| Introduction to Broker Disputes (Monday, July 17, 2006) |
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| How to Avoid Broker Disputes (Tuesday, July 18, 2006) |
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| Filing a Written Complaint (Wednesday, July 19, 2006) |
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| How to Recovery Your Losses (Thursday, July 20, 2006) |
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| Arbitration and Mediation (Friday, July 21, 2006) |
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| Week 18 - How to Choose a Stockbroker |
| Stockbroker's Role (Monday, July 24, 2006) |
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| Stockbroker Services (Tuesday, July 25, 2006) |
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| More Stockbroker Services (Wednesday, July 26, 2006) |
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| Tips for Choosing a Stockbroker (Thursday, July 27, 2006) |
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| How to Work with Stockbrokers (Friday, July 28, 2006) |
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| Week 19 - Choosing Investment Advisors and Financial Planners |
| Introduction (Monday, July 31, 2006) |
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| Fees (Tuesday, August 1, 2006) |
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| Difference Between Advisors/Planners (Wednesday, August 2, 2006) |
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| Tips for Choosing an Advisor/Planner (Thursday, August 3, 2006) |
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| Questions to Ask when Choosing and Advisor/Planner (Friday, August 4, 2006) |
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| Week 20 - Artitration |
| Definition of Alternative Dispute Resolution (Monday, August 7, 2006) |
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| Introduction of Arbitration (Tuesday, August 8, 2006) |
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| Pros and Cons (Wednesday, August 9, 2006) |
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| Arbitration Case Types (Thursday, August 10, 2006) |
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| How to File a Claim (Friday, August 11, 2006) |
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| Week 21 - Artitration Process |
| Hearing Location (Monday, August 14, 2006) |
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| Hearing Procedures (Tuesday, August 15, 2006) |
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| Hearing Procedures (con't) (Wednesday, August 16, 2006) |
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| Arbitrator's Ruling (Thursday, August 17, 2006) |
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| Conclusion (Friday, August 18, 2006) |
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| Week 22 - Mediation |
| Introduction (Monday, August 21, 2006) |
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| Benefits (Tuesday, August 22, 2006) |
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| The Mediation Session (Wednesday, August 23, 2006) |
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| Settlements (Thursday, August 24, 2006) |
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| Mediation Myths (Friday, August 25, 2006) |
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| Week 23 - Investment Account Statements |
| Introduction (Monday, August 28, 2006) |
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| Statement Basics (Tuesday, August 29, 2006) |
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| The Information on Your Account Statements (Wednesday, August 30, 2006) |
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| Account Statement Information (con't) (Thursday, August 31, 2006) |
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| Income Summary and Details (Friday, September 1, 2006) |
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| Week 24 - Investment Account Statement Verification |
| Introduction (Monday, September 4, 2006) |
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| What to Look for on your Statement (Tuesday, September 5, 2006) |
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| Verify Basic Information (Wednesday, September 6, 2006) |
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| Understanding your Statement (Thursday, September 7, 2006) |
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| How to Handle Statement Mistakes (Friday, September 8, 2006) |
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| Week 25 - Oklahoma Securities Commission (OSC) |
| Introduction (Monday, September 11, 2006) |
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| Members (Tuesday, September 12, 2006) |
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| Mission/Mission Accomplished (Wednesday, September 13, 2006) |
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| Mission/Mission Accomplished Pt.2 (Thursday, September 14, 2006) |
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| Other Commission Duties (Friday, September 15, 2006) |
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| Week 26 - Oklahoma Securities Commission (OSC) (con't) |
| Duties (Monday, September 18, 2006) |
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| Hickman and Crescent Fraud Cases (Tuesday, September 19, 2006) |
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| What to do if You are Scammed (Wednesday, September 20, 2006) |
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| What Happens When Fraud is Reported (Thursday, September 21, 2006) |
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| Series Conclusion/Information about InvestEd Programs (Friday, September 22, 2006) |
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Center for Independent and Distance Learning