If you are a Marketing
Professional, Quicksights™
can help you empower consumers to make a purchase decision.
A Quicksight™ placed on your website, or in an
email, provides your potential clients with the information
they need about a product to put them in a position
to buy.
Below is a selection of our existing tutorials for
Marketing Professionals in the subject areas of Personal
Finance, General Investment, Pooled
Funds, Equities and Mutual
Funds (US only). We have many other titles that
we can tailor for you, or create one to meet your organisation’s
specific needs.
To discuss how our Quicksights™ can help you increase your sales,
please call us on +44(0)20 7554 2200 (Europe) or +1 212 485 8125 (US).
Personal Finance
• Getting a Mortgage
• Types of Mortgage
• Mortgage Interest Rates
• Home Equity*
• Why Get a Pension?
• Choosing a Pension
• Stakeholder Pensions
• Types of Insurance
• What is a ISA?
• Maxi ISAs
• Mini ISAs
• ISAs and Risk
• Investing with ISAs
• What You Can Put in an ISA
• Contributing to Your ISA
• CAT Standards
• ISAs, PEPs and TESSAs
• What is Wealth?*
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General Investment
• How the Markets Work*
• Borrowers and Savers
• World Stock Exchanges*
• Bonds vs Equities
• The Forex Market*
• Why Invest in the Markets?
• What is Diversification?*
• Enhancing Your Portfolio
• Spreading Your Risk*
• Risk vs Return
• Offshore Investment
• Early Investment
• Correlated Stocks*
• Holding Periods
• Exchange Rate Risk
• Pound Cost Averaging
• Dollar Cost Averaging (US version only)
• Exchange Rates and Hedging
• Powers*
• Brackets*
• Percentages*
• The Time Value of Money*
• The Compounding Formula*
• The Discounting Formula*
• The Efficient Frontier*
• Beta in Action*
• The CAPM Equation*
• The Market Portfolio*
• Capital Supply and Demand (US version only)
• The Efficient Frontier (US version only)
• What is a 401(k) Plan? (US version only)
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Pooled Funds
• Pooled Funds
• Unit Trusts
• OEICs
• What is an ETF?
• Investment Trusts
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Equities
• What is a Share?
• Income vs Growth
• What Sets Share Prices?
• Information and the Market
• Understanding Share Quotes
• Short Selling
• Reading the Financial Pages
• The Bid/Offer Spread
• Share Dividends
• Dividend Yield*
• The P/E Ratio*
• Cum and Ex Prices
• Basic Order Types*
• Stop Orders
• Stop Loss Orders (US version only)
• Costs of Share Dealing
• IPOs*
• Who Controls a Company*
• Taking Over a Company
• What is an ADR?*
• Short Selling (US version only)
• Making Money From Stocks (US version only)
• Fundamental Analysis (US version only)
• Why Three Statements?
• The Balance Sheet
• Profit and Loss Statement
• Cash Flow Statement
• Evaluation Strategy*
• The Top-Down Approach*
• Company Earnings Multiple
• Porter’s Five Forces
• Expanded Earnings Multiple
• The Company Life Cycle*
• The Dividend Discount Model*
• Fundamental vs Technical*
• Determine Future Earnings*
• What is Technical Analysis?
• Contrary Opinion*
• Market Indicators*
• What Sets Stock Prices? (US version only)
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Mutual Funds (US only)
• Mutual Funds
• Mutual Fund Fees
• BondsWhat is a Bond?*
• Types of Bond
• Strategies for Bonds
* US versions available
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