Learn the Secrets of Independent Experts!
Take Your Game to the Next Level

You know what you’re doing. You just want to do it better--especially when your future rides on your investing success. You can't afford to lose. The simple truth is that you need to get some coaching to improve your batting average. You want independent advice from a coach that is renowned for their independence and depth of knowledge.

Where do you find such a coach? You’ve seen the get-rich-quick schemes come and go, maybe even been to a "Free" seminar.

Good news! We've found the right coaches for you. You want to better your game in stocks? Learn from Standard & Poor's Steve Biggar, U.S. Equity Research Director. Mutual Funds? Lipper's Robin Thurston, Former Global Research Director. The list goes on. Coaches don’t get any better than this!

It's not rocket science-not even close. It's more like baseball, the more you know about how to hold and swing the bat, the more and longer hits you’re going to make-and it's easy to learn.

It's time to invest in yourself. Click on a topic under Winning Ways in the right column to start raising your batting average now!

The Real Meaning Of Hold. Your Coach: Standard & Poor's. Steve Biggar, U.S. Equity Research Director

This interactive course teaches you how to interpret what analysts are really saying so you won't be misled into making poor investment decisions.

24 Analysts cover DELL. 60 % said BUY and 40% said HOLD.  Are they from different planets?  Discover the reason for the differences.  Discover how "Analysts' Consensus" is comparing apples to oranges.

There are no sure things here, no guarantees, no safety nets. It is no place for the timid, the unwary or the uninformed. To survive you need survival skills - and a savvy coach who knows the game.

Stephen Biggar is that coach. He takes complex strategies and breaks them down so they are easy to understand and apply. Take Steve’s Master Course on Understanding Analysts' Equity Ratingsand start improving your survival skills today.

Invest in yourself and take control of your financial destiny today.

Limited Time! 55% OFF for our clients!


Make sure you enter the special discount code above at the
"Order Options" section of the checkout process.

We'll even give you an additional 50% ($75)
upon you successfully completing the course!
That’s a total of 77% OFF exclusively for our clients!
Click Here to Get Started NOW


Your future is the 401(k) game with your coach: Retirement Investing Institute. Don Cassidy, Former Lipper Senior Analyst

The combination of Employer Contribution and Pre-Tax dollars mean you can accumulate money for your retirement faster. Don’t just let it sit there! You can make decisions about that money that can make it grow faster. Learn how your 401(k) plan works, what choices you have, and how to make the choices that will give you the best results.

  • Not all 401(k) plans are the same. Know what to look for in yours.
  • You have more flexibility that you think about where that money goes.
  • Did you know you can borrow money from your 401(k) in an emergency?
  • What’s the difference between a “Qualified” and an “Unqualified” plan?
  • Why is a 401(k) better than an IRA?
  • When can you work and also draw from your 401(k) without penalty?
  • What’s the difference between a 401(k) plan and a pension plan?
  • How to decide between Mutual Funds, Stocks and an Annuity.

To learn the in’s and out’s of your 401(k) plan, and how to make it work better for you, take Don Cassidy’s Master Course on
Managing your 401(k)
. Don takes apart the 401(k) and puts it back together so your 401 (k) plan will be easy to understand and maintain.

Invest in yourself and take control of your financial destiny today.

Limited Time! 55% OFF for our clients!


Make sure you enter the special discount code above at the
"Order Options" section of the checkout process.

We'll even give you an additional 50% ($75)
upon you successfully completing the course!
That’s a total of 77% OFF exclusively for our clients!
Click Here to Get Started NOW


Raise Your Mutual Fund Average with Your Coach: LIPPER, A Reuters Company. Robin Thurston, Former Global Research Director

The key is to understand the language of the pros and applying the language in a step-by-step approach which lifts you above the crowd as a mutual fund investor. Learn to think and to talk like the pros of mutual fund investing:

  • Learn what an Open-End Fund is vs. a Closed-End Fund
  • What is a Sector Fund and what is critical for you to know about them?
  • Why are Exchange Traded Funds popular and should you dive in, too?
  • What charges do you pay to own a mutual fund? Do you know all of the costs?
  • What are the qualities of fund managers worth their salt?
  • How do you take into consideration risk when evaluating a fund’s performance?
  • Do you know how to evaluate risk vs. return?
  • When is the right time to sell your fund? Your action plan involves not just buying and monitoring your fund but also knowing when to sell.

To learn how to cut through the ratings chatter and start raising your average, take Robin Thurston’s Master Course on Understanding Mutual Funds. Robin guides you through the process so you can apply his successful techniques to your own portfolio.

Invest in yourself and take control of your financial destiny today.

Limited Time! 55% OFF for our clients!


Make sure you enter the special discount code above at the
"Order Options" section of the checkout process.

We'll even give you an additional 50% ($75)
upon you successfully completing the course!
That’s a total of 77% OFF exclusively for our clients!
Click Here to Get Started NOW


New rules for the stock game. Your Coach: Standard & Poor's. Steve Biggar, U.S. Equity Research Director

The key is understanding how the pros do it, what they look for, how they decide when to buy and when to sell, and how to use that knowledge to make better decisions for yourself! It’s not that hard and Steve will show you how to do it!

  • Did you know that Wall Street was actually a 12-foot high wall built in 1653 by Dutch Settlers for protection?
  • Is it best to just forget trying to pick stocks and buy mutual funds instead?
  • Can anybody really see a market downtrend coming?
  • What’s more important, a company’s “fundamentals” or “market direction”?
  • How to read a stock chart and make sense out of it.
  • It’s easy to buy a stock. The hard thing is selling. Learn to know when.
  • What’s better: Big Caps or Small Caps?
  • How suited are you for stock investing? What’s your risk tolerance?

Learn how successful stock market investors stay successful. Understand how company fundamentals are important, but a market trend affects everybody. Learn how stock investors are overly optimistic by nature and lose money because they can’t get comfortable with the idea taking a loss.

Learn tough-minded rules about when to sell a stock, no matter how much you love it. Take Steve Biggar’s Master Course on Understanding Stocks. Steve makes complex strategies so easy to understand and apply to your stock portfolio.

Invest in yourself and take control of your financial destiny today.


Limited Time! 55% OFF for our clients!


Make sure you enter the special discount code above at the
"Order Options" section of the checkout process.

We'll even give you an additional 50% ($75)
upon you successfully completing the course!
That’s a total of 77% OFF exclusively for our clients!
Click Here to Get Started NOW


You need an annuities playbook. Your coach: Insurance Information Institute. Steven Weisbart, PH.D., VP and Economist

Annuities might look like the best of all worlds: an opportunity for growth in your asset base, a guaranteed minimum return, and backed with a life insurance policy! But not all annuities are alike. Not all annuities offer the same protections and not all annuities remove investment risk. Learn the pros and cons of Annuities, and, more importantly, learn how to decide what and if Annuities are right for you.

  • Learn what the common uses are for Annuities
  • What is the difference between an Immediate and Deferred Annuity?
  • Who has the rights to the Annuity Contract?
  • Is a variable Annuity better than a fixed Annuity?
  • What is the difference between a "Qualified" and an "Unqualified" Plan?
  • What are the tax advantages of Annuities?
  • Can an Annuity survive you, or does it end when you die?
  • Learn what actions trigger expensive fees!

To learn about the various types of Annuities, how they work, what the fees are and how to decide if an Annuity is right for you, take Steve Weisbart’s Master Course on Understanding Annuities. Steve makes annuities easy to understand and he’ll guide you through the many choices to help you make the right ones.

Invest in yourself and take control of your financial destiny today.

Limited Time! 55% OFF for our clients!


Make sure you enter the special discount code above at the
"Order Options" section of the checkout process.

We'll even give you an additional 50% ($75)
upon you successfully completing the course!
That’s a total of 77% OFF exclusively for our clients!
Click Here to Get Started NOW


Who We Are... Your Independent Source for Investor Education

WallStreet University Advantage:

  • Lessons developed from trusted Subject Matter Experts.
  • Computer-based courses offer the freedom to complete them at your convenience.
  • Dynamic format lets you stop and resume the course without starting all over.
  • Receive a CD-ROM of the lesson for future reference.
  • Inexpensive way to train staff, improve their business skills and increase the revenue contribution per employee.
  • Printable Certificate of Completion to display in your home or office as a testimony to your academic excellence.

WallStreet University—a leader in investment education—is an institution trusted by partners such as Standard & Poor’s, Lipper, Insurance Information Institute, Thompson Learning, and others. We empower the individual investor and entrepreneurial business executive. Education is the most effective tool to help you take control of your profitability. Now you have the opportunity to increase your investment knowledge and develop the best strategic planning discipline to make more money and save time.

Understanding Mutual Funds™ Course Outline

In this 5-part WallStreet University program, Robin J. Thurston, Vice President, Global Director of Research with Lipper (a Reuters Company), guides you step-by-step in helping you maximize profits and minimize losses. Among the key secrets he'll reveal are:

  1. Mutual Fund Basics
    • The four primary advantages and five biggest disadvantages of mutual funds
    • The four different types of funds.
    • Load vs. no-load funds
    • How to evaluate funds and managers
  2. The Fund's Business
    • Mutual fund expenses.
    • Front-end vs. back-end charges.
    • Fund operating expenses and fees.
    • Analyzing costs.
  3. Evaluating Fund Managers and Fund Performance
    • The qualities of good fund managers
    • Relative vs. absolute performance.
    • Differences among the 4 most popular mutual fund rating services.
    • Risk-adjusted measures of performance.
  4. Your Portfolio
    • 5 basic concepts for assessing your personal risk profile.
    • 5 key aspects of your personal risk profile.
    • Risk vs. return.
    • 5 common metrics for evaluating and selecting mutual funds.
  5. Your Action Plan
    • Finding a fund to buy
    • Monitoring your fund
    • When to sell your fund
Click Here to Buy Now for $149.00!
Make sure you enter discount code at the
"Order Options" section of the checkout process.

Understanding Analysts' Equity Ratings™ Course Outline

In this 4-part WallStreet University program, Stephen Biggar, Director of U.S. Equity Research for Standard & Poor’s, guides you step-by-step in helping you understand how to interpret what analysts are really saying so you won't be misled into making poor investment decisions.  Among the key secrets he'll reveal are:

  1. How can 10 different analysts look at the same company and give different ratings?
    • Find out with Chapter 1: Same Information - Different Rating
  2. When is a "BUY" a "BUY"?Can the same Rating word have different meanings?
    • Find out with Chapter 2: Same Rating - Different Meaning.
    • Learn about the three parameters that make the difference between the Ratings.
    • Discover how to interpret these differences so you won't be fooled next time.
  3. What are the sources of pressure on Analysts that might sway their Ratings?
    • Find out with Chapter 3: Conflicts of Interest.
    • Do the required disclosures just add to the confusion?
    • Do they go far enough?
    • Learn how to protect yourself.
  4. Action Plan and Summary
    • Step through an example of where to get research information
    • Review the information obtained
    • How to use the information
Click Here to Buy Now for $149.00!
Make sure you enter discount code at the
"Order Options" section of the checkout process.

Understanding Stocks™ Course Outline

In this 4-part WallStreet University program, Stephen Biggar, Director of U.S. Equity Research for Standard & Poor’s, guides you step-by-step in helping you understand what path to take and how to avoid the potholes of buying and selling stocks. Among the key secrets he'll reveal are:

  1. Determining the General Market Trend
    • Your Real Investing IQ
    • The History of the Equities Market
    • The Primary Stock Classifications
    • The Advantages and Disadvantages
    • Your Personal Risk Tolerance
  2. Technical and Fundamental Factors: Choosing the Right Company
    • What are Fundamentals and Their Use
    • What are Technicals and Their Use
    • Basic Chart Reading to Determine Market Movements
  3. Determining the Right Time to Buy or Sell
    • How to Use Fundamentals and Technicals to Know when to Buy
    • Buying Rules and Guidelines
    • How to Use Technicals to Determine When to Sell
    • Selling Rules and Guidelines
  4. Your Action Plan
    • How to get started
    • Where to find the information you need
Click Here to Buy Now for $149.00!
Make sure you enter discount code at the
"Order Options" section of the checkout process.

Understanding Annuities™ Course Outline

In this 4-part WallStreet University program, Steven N. Weisbart, Ph.D., CLU, Economist for the Insurance Information Institute, guides you step-by-step in helping you choose the right one for you. Among the key secrets he'll reveal are:

  1. The Different Types of Annuities
    • Their advantages and disadvantages
  2. How Annuities Work
    • The Structure of Fixed Annuities
    • The Structure of Variable Annuities
    • Fees and Expenses
    • The Risks and Benefits
  3. How to Use Annuities
    • In Qualified Retirement Plans
    • In Non-Qualified Plans
    • Case Studies of Fix and Variable Annuities
  4. Your Action Plan
    • Case Study
    • Where to find the information you need
Click Here to Buy Now for $149.00!
Make sure you enter discount code at the
"Order Options" section of the checkout process.

Managing Your 401(k)™ Course Outline

  1. Your Personal 401(k) IQ
    • History of the 401(k) plan
    • The traditional or Simple 401(k) programs
    • The participants
    • Employer and employee Matching
    • 401(k) advantages and disadvantages
    • Asset allocation to your Personal Risk Profile
  2. Mutual Funds – The Basics
    • The four primary advantages of mutual funds
    • The five biggest disadvantages of mutual funds
    • The four different types of funds.
    • Load vs. no-load funds
  3. Stocks – The Basics
    • Your Real Investing IQ
    • The History of the Equities Market
    • The Primary Stock Classifications
    • The Advantages and Disadvantages
    • Your Personal Risk Tolerance
  4. Annuities - The Basics
    • The different types of annuities
    • Their advantages and disadvantages
  5. Summary and Action Plan to help you apply your knowledge
Click Here to Buy Now for $149.00!
Make sure you enter discount code at the
"Order Options" section of the checkout process.

Sign Up for Course Updates

Don't miss out on new courses and
updates to our current courses!

First Name*:

Last Name*:

Email*:

Phone Number:
-

Zip Code:

Company:

Please send me updates.

Please note: * indicates a mandatory field.

Get Your Free Copy

Don't Miss Out - Receive the link to your free copy of
"Understanding Your Brokerage Account Statements"
right in your e-mail box.

Learn how to :

  • Validate orders against trade confirmations
  • Verify withdrawals and additions to your account
  • Make sure your diversification agrees with your asset allocation objectives
  • Find and report discrepancies in your account statement
  • Determine the difference between "capital gains" and "capital gains distributions"
Must have knowledge for every investor!

First Name*:

Last Name*:

Email*:

Phone Number:
-

Zip Code:

Company:

Receive updates about new courses.

 

www.WallStreetUniversity.org  |  email us  |  888.458.0123  |  privacy statement

All content Copyright © 2007 WallStreet University

Do You Know?

  • What Sector Funds are?
  • What are the 401(k) contribution limits?
  • What are technicals?
  • What are the phases of an annuity?

Knowledge is Power!

  • Are fixed or variable annuities better?
  • What are the risks of fixed annuities?
  • What are the phases of an annuity?
  • What are technicals?
  • What are fundamentals?
  • What's the right time to sell?
  • What Sector Funds are?
  • What an Exchange Traded Fund is?
  • What the 4 Basic Types of Mutual Funds are?
  • What are the contribution limits?
  • What are the penalties for early withdrawl?
  • What is a defined contribution plan?
  • Are all Buys the same?
  • When do you sell a stock?
  • What are the major conflicts of interest analysts may have?

Winning Ways

Invest in Yourself!
What are you waiting for?

Free Whitepaper

"Understanding your Brokerage Account Statement"

A must have for every investor.