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Trading & Investing Guides

Important principles and concepts for trading and investing

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asset class table for investing and trading

Asset Classes

Learn about the different asset classes for trading and investing – stocks, bonds, commodities, currencies, real estate, and more
bond prices investing

Bond Pricing

Learn how bonds are priced. Learn about credit ratings, yields, spreads, maturities, coupons, and more fixed income topics
risk vs return in investing

Risk and Return

Learn about the relationship between risk and return, and how securities are priced based on this important relationship

Trading and Investing Resources

CFI has created an extensive database and resource library with a wide range of guide, articles, and resources on important trading and investing concepts. Learn about assets classes, bond pricing, risk and return, stocks and stock markets, ETFs, momentum, technical analysis and trading indicators.

 

trading and investing guides

 

Learn Trading Strategies

Learn all about trading and investing at your own pace with these self-study guides and articles. Whether for your own personal investing or for a career in sales and trading, you’ll be well on your way to learning the most important concepts.

How to Read Stock Charts

How to Read Stock Charts If you’re going to actively trade stocks as a stock market investor, then you need to know how to read stock charts. Even traders who primarily use fundamental analysis to select stocks to invest in still often use technical analysis of stock price movement to determine specific buy, or entry,...

Head and Shoulders Pattern – Technical Analysis

Head and Shoulders Traders and analysts constantly study trends and patterns when watching the market, in hopes of detecting the next most probable price movement. Spotting and correctly identifying patterns, and understanding their significance, is vital to successful trading. The head and shoulders pattern is important is valuable because of its longstanding history of reliability...

Long and Short Positions

Long and Short Positions In the trading of assets, an investor can take two types of positions: long and short. An investor can either buy an asset (going long), or sell it (going short). Long and short positions are further complicated by the two types of options, the call and put. An investor may enter into...

5-Step Guide to Winning Forex Trading

5-Step Guide to Winning Forex Trading Here are the secrets to winning forex trading that will enable you to master the complexities of the forex market. The forex market is the largest market in the world in terms of the dollar value of average daily trading, dwarfing the stock and bond markets. It offers traders a...

All Trading & Investing Guides A-Z