Online University User Guide
Contents
1. on to a related area of this subject Setting Personal Financial Goals bling with Your Poren Fangai lt BACK HENT gt ce Practical Ideas I Can Start With Today Each tutorial ends with a to do list with which to start applying the knowledge you have learned to your own life Many of the lists contain calculators to help you do the math Practical Ideas Can Start With Today Open up an IRA to begin saving extra funds for my retirement Learn how much can contnbute to an IRA Use this calculator Estimate how much retirement income my IRA can provide Use this calculator Calculators Online calculators are available within the Practical Ideas I Can Start With Today Use them to help visualize or plan your own financial needs Course progress Your progress for each course can be found in the box on the right side of the screen It displays the due date for the course and a progress bar displaying your reading progress The Take Final Exam bar gives you fast access to the post test for the Progress for this Course course Its color will tell you whether you have permission to take it a blue bar means that you do while a gray bar means that you must finish reading the Reading Progress Summary course material first Due June 01 2012 TAKE FINAL EXAM Your Messages The Your Messages box is a place where your employer or administrator can post messages that are relevant to the course material Y2. to prepare for our upcoming seminar on our IRAs Taking pretests and posttests Pre tests The University offers pre tests to help you gauge your knowledge of the material you will be reading They are not graded so no score appears on your homepage Pre tests are set by your administrator as optional required or none at all If they are optional or required you will see the blue Take Pre Test button in the middle of your course list Click on it to begin the test Savine for college pue August 09 201 If your pre test is optional you can skip it by simply clicking on the name of the course and commencing your reading of the articles If it is required clicking on the name of the course will bring up the pre test before you can begin reading the articles When you have finished the pre test you will see a results screen The results screen will show an accounting of the questions you got wrong The wrong questions will be accompanied by a link to the article that they came from so that you can read the article and find the correct answer ts Pre Test Results Working Score 38 You scored 38 by correctly answering 5 out of 13 questions Below you can review the correct answers for the 8 questions you missed 1 Which of the following is are true of investment advisors They have a workine knowledge of the markets All of the above This correct answer can be found by re reading Investment Advisory Serv
3. Course Reading Complete Due June 01 2012 Building Your Nest Egg Course Let s look at each part of the page Return to link Above the first course is a link that returns you to the last article you read Use this for easy access to your courses upon logging in lt Return to What Is a Tax Shelter My Account and Logout On the top right of your screen are My Account and Logout Help Feedback MyAccount Logout My Account The My Account link which is accessible on every page lets you change your password and set up a secret question for it Logout Logout is accessible on every page Learning Plan Progress Your overall progress for your entire learning plan can be found in the box on the right side of the screen It displays the due date for the entire learning plan the number of courses complete and a progress bar displaying your reading progress Learning plans that are completed may display a Learning Plan Progress printable learning plan certificate based on whether Due June 01 2012 the administrator has enabled it 0 of 23 courses complete Reading Progress Summary 7 Your Messages The Your Messages box is a place where your employer or administrator can post messages that are relevant to the course material YOUR MESSAGES Welcome to the Educated Investor University Please complete the Basics of Retrement Planning course by August 1 2011
4. OUR MESSAGES Welcome to the Educated Investor University Please complete the Basics of Retrement Planning course by August 1 2011 to prepare for our Upcoming seminar on our IRAs Course certificate Upon passing the post test of a course you can view save and print a certificate of achievement for that course Consider printing it as soon as possible for your records Your administrator may require a physical copy of the certificate Z Exam Results Basics of Investir Score 100 Congratulations you passed You scored 100 by correctly answering 16 out of 16 quest the correct answers for the 0 questions you missed View your certificate of achievement A Troubleshooting and FAQs Username and password My username and or password don t work Please contact your administrator to ensure that you are using the correct username and password If that does not resolve the issue send an email to support educatedinvestor com I am seeing an error message when I go to my homepage Please contact us at support educatedinvestor com and provide a description of the error message If possible take a screenshot of it and attach that to your message I forgot my password Please contact your administrator to ensure that you are using the correct username and password If that does not resolve the issue send an email to support educatedinvestor com Using the University Will the post test time out after a certain amount
5. Online University User Guide Last updated 11 15 2012 Contents PNET CUT O seetseectewtenacesnes sue doc E yslen sees save second tear taensevsaecaee 3 LORM POLG an eee eer creme cer re mr eee terre cee eee cere eee eee ree re mn eee er errr eee errr eee ee 4 FPS Oe CLV G I e terete bccn cc tec acc ne atari E EAE EA nt anduatencatin 4 System FEGUINGIN GINS sassisk nee nena EN a Cra E TEANN EA DANNE Eni 4 SEIERE ET cer E E E 5 BOOKA CHAS e a E E E 5 Forgot yo r DASSWOlO scscvscsasssanssayszeacnossnsqnoansantenes EEEE EE EEEN EEE TEE TN 6 SA DA OLS DITE oee E A E E IE A EEAS 7 ROO ale 9 ee E E E T E E E TE T T 8 My Account and LOgOU neresen E E 8 IVE FCC OUI anen ntuiinnnciebeaaqe se adnenincia noe versa neaioceneunc meee O 8 BO aea nes nce ses tenses E nee ce E E E E E T E 8 Learnie PONP OTO irra E E ee ee eee 8 TOU MOS SIE a E E A E A 8 Taking pretests ghd POS CUCSES sacencsienasviciserosecpcenes E E E EEE E TS 9 BSS a E soe sence seis reac eh eee cee sence eects cau eect eee 9 POSTTE ogee esis te era e es eee E E E gees 10 Coure CONCE ease ec esis cele E ese sets sine eee se sa cin ec en ss eine cena ene mc een octane resutesece eects 11 SFE CS apes coca EE A ovens conned erent oneness 11 Belem cn A VEION generar ete mene ree ree or er et conn tC eee ee ee ne Sc renee 11 PP EU EVE set TON TES ZINE a caren reeset serrate tes curvanc sesonaininc onus goa E tutnesiaons 11 B01 810 EIOS ame nee ane oa em rae er ee eee 12 QUIZ
6. QUESTIONS between ASTICIOS ccecccccssscccceesececeesecccceecceceusececsuseceeeenecessenecessuecessunecessugeeeesegeeeetes 12 Practical ideas Can Start With Today sccccessscsivnsuncesdsaseseinswedesstncsedainasessasbeosavsacuvaiastcannugeleresieeeoiateeeeass 12 GUNA COS a E E ES 13 Cour SOS aa r A E A ees ers E A E E A E A E E A E 13 vour MOSSI O oryn E E os nr seventy an Tem eo aes 13 COU SS FNC E E E E E E E E E 13 TOUDE ONE AIG FA a EEE veatinesadecaseseiunneentas 14 Username and DA SSW ONO sec scoicset ven sencreicccasendceasyensaanneseinenintasas dendavacgeniaeasdenecnsecoeiaossvendcenanensdatneeeeneenene 14 Uone De Unver henner ete ee ner E ee ee ee ee reer 14 Calculators and TONS ciircavveotusvesvuncavevsnsaessteionteievaatassuiiceniesiensepdetobicsines sinveusavbohoiiiederssbictshtebuleracheebolooiaedirdeuies 15 Teste MOATEN er a a E 15 Introduction Welcome to the online University This manual is your guide for navigating the features associated with this learning platform The features we will cover include but are not limited to the following e Login page functions e Pre testing and post testing e Features such as calculators popup glossary terms and to do lists to help you apply your knowledge e The course content e Certificates of achievement e Progress tracking In the next sections we will look at the login page your learning plan home page and the course content itself Let us begin by
7. ame from so that you can reread the article and find the correct answer Here is an example Ea Exam Results Score 48 Sorry you need to retake this test to pass You scored 48 by correctly answering 13 out of 27 questions Below you can review the correct answers for the 14 questions you missed 1 An annuity is a contract with a life insurance company x 4 alce Incorrect The correct answer is True An annuity can be bought only from an insurance company 2 After you die your annuity payments can continue to be received by your spouse True ilse Correct Course content Opening a course Open a course by either clicking on its name or by taking the pre test first rs Saving for College Due August 03 2011 w The left navigation bar The navigation bar on the left side of your screen has two functions to check off each article as you read it and to let you jump ahead or back through the course LEARNING PLAN HOME PAGE COURSE Work Working with Financial Advisors v investment Advisors introduction to investment Advisors y investment Advisory Services Do you need Compensated advisors cant vY Finding an investment Advisor Investment Advisor Credentials Do you gener income tax re examinations introduction to Financial Planners probably dant y Summary of investment Advisors Printing and font resizing You can print articles and resize the font on your pa
8. ges with these two features which are found underneath the titles of the articles COURSE Avoid Unnecessary Taxes Course TAX SHELTERING Introduction to Tax Sheltering 7 Print brings up a menu for printing the article the tutorial and the course Font resizing offers three different font sizes to choose from Popup glossary Certain words are underlined with a thin gray line Mousing over them brings up a definition in a popup box These interactive glossary terms assist you in understanding concepts that are relevant to the material you are reading Cash Value Life Insurance Loans A portion of the premium payments is inves builds the policy s cash value tax deferred converted into a taxable withdrawal or borro Postponing of taxes on income to a point Tax Credit Investments in the future Certain investments such as low income housing and energy resources may qualify for tax credits Quiz questions between articles You have the option to receive a randomly generated quiz question after each article you read not including the introduction and summary articles These questions reinforce your learning of the material AM HOME PAGE COURSE Basics of Personal Finance b I Fi itdi l Risk tolerance means how much risk you re willing to take ince Basics ra fo Personal Finance O True az 9 Fa sonal Finance False fal Finda Gale ing Shar Test Term and Long Torm zaia Yi Meat Goada Now
9. ices When you are finished reading your pre test results you may click a link to begin reading the course or to return to your homepage Post tests The University offers post tests to help you gauge your comprehension of the material you have read Unlike pre tests post tests are graded and their scores displayed on your homepage Your administrator determines the behavior and display of post tests in advance For example they may be offered at any time during the course or only upon your finishing the entire course For the latter you will see the following invitation Working with Financial Course Reading Complete Due June 30 2014 Advisors Course You can retake the post test in order to attain a passing score if you haven t already Depending on your administrator s settings you might also have permission to take the test after you have already passed it this gives you the chance to get the highest score possible Once you have passed the course the first time you will receive an orange star on your learning plan for that course You need not retake the test at this point Ba Working with Financial Score 83 Advisors Course PASSED COURSE o When you have finished the post test you will see a results screen Depending on how your administrator has configured the test settings the results screen may show an accounting of the questions you got wrong This will be accompanied by a link to the article that they c
10. ing plan On this page you may see An invitation to take a pre test to gauge your knowledge of the topic Your reading progress An invitation to take the final exam after you have finished reading the course material The due date of the course The due date of the whole learning plan Your overall learning plan progress Messages from your employer or organization E DUCATE D Oea niversity Help Feedback MyAccount Logout INVESTOR University z THI Educated Investor University Welcome Mike LEARNING PLAN HOME PAGE Q All EIU regular courses Learning Plan Progress Due June 01 2012 Great progress You ve completed 2 of 23 courses Se as lt Return to Introduction to Personal Finance Basics Reading Progress Summary 99 py Avoid Unnecessary Taxes Score 92 ee o _ YOUR MESSAGES Course RE TAKE TEST E Welcome to the Educated Investor University g ES Course Reading Complete Due June 01 2012 Please complete the Basics of Basics of Annuities Course ale ae ce TARE TEST NOW 3 TAKETESTNOW August 1 f 2011 to prepare for our Course Reading Complete Due June 01 2012 Basics of Investing Course TARE TEST NOW Basics of Investment Course Reading Complete Due June 01 2012 Strategies Course TAKE TEST NOW a 2 E ad oa xe Basics of Personal Finance ieee es ro Course RE TAKE TEST Basics of Retirement Plan ning Course Reading Complete Due June 01 2012 Course TAKE TEST NOW
11. lators to help you apply your knowledge Calculators and forms How many calculators does the University use There are currently 30 calculators available What topics can I use the calculators for The calculators cover such topics as budgeting paying for college debt management home buying and financing insurance investing retirement plans and savings They enable you to apply what you have learned in your reading Can I save the information I put in calculators Currently information cannot be saved in calculators but you can print out any completed calculator Testing and reporting What is the pre test The pre test is an exam that you take before reading the course material Its purpose is to give you an idea of how much you know about the subject matter Are pre tests required This will depend on how your administrative settings are determined Some clients prefer required pre tests some prefer optional pre tests and a few prefer no pre tests at all How many questions are in each test There is one question pulled randomly from each article Therefore the number of questions in each test will differ A typical range is 15 20 questions Can I see how I compare against others who have taken the tests The University reports your own test results only Where do the quiz questions come from The quiz questions in the University were developed by the Educated Investor and come from an extensive database of about 2500
12. looking at the features on the login page Login Page The login page includes these functions Help Feedback System requirements Self register Bookmarking Forgot password Help Feedback The Help Feedback link is available on every page Use it to send us questions comments or Help or Feedback CLOSE amp Need help using this program Please utilize the support options below 1 Check out the online User Manual and the Terms of Use 2 Please call 1 888 345 1285 for support 3 Or submit a comment question or feedback using the form below Please provide feedback CANCEL System requirements suggestions Note that the window provides a link to the online user manual the terms of use and a toll free telephone number as well We encourage users to send us questions comments and suggestions so that we can continually improve our product and provide the best possible learning experience When you click Send we receive an email with the text of your message and we respond in a timely fashion typically within 24 hours System requirements are listed on the System Requirements link in the upper right corner of each page Your Internet browser must be one of the following e Internet Explorer 7 e Mozilla Firefox 3 e Safari e Google Chrome In addition JavaScript and cookies must be enabled Self Register If you are not currently enrolled as a user you can self register by clicking
13. of time has gone by Yes The test will time out after two hours Do I have to answer an article s quiz question in order for that article to count as being read No The system counts the article as read as soon as it shows up on the screen Are the quiz questions between the articles graded No They are there to help you learn the material What is the average length of a course in the University The courses vary greatly in length but most are designed to take 1 2 hours each if you read all the material provided Is there audio built in to the content Currently we do not use audio However we have the capability to add in audio as well as video and Flash animation We encourage users to let us know how where audio might be useful as well as any other feature suggestions they may have At what reading level is the content written Most of the content is written at about an eighth grade reading level Is the University available in any languages other than English Some material is available in Spanish Who answers the support questions that I send in Support questions are read and responded to on a timely basis by the customer service staff at Precision Information or by your credit union as appropriate How do I use the to do lists To do lists which appear on the summary page of each tutorial give you some possible steps to take toward achieving your goal helping you apply the material you read Some of them have calcu
14. on the Self Register button Welcome EIU Demo Account is committed to helping you improve your financial knowledge SELF REGISTER Bookmark this site User Name Forgot your password Password Tale eee ee eee eee This will bring up a new page on which you will enter information about yourself your organization password which is provided by your administrator your first and last name username email address password and possibly some additional information to be determined by your administrator Click Submit when finished You will then receive a link with which to log into your account Bookmarking Bookmark your login page for easy access every time you want to sign in Just click the Bookmark this site link on the right side of your page Welcome EIU Demo Account is committed to helping you improve your financial knowledge SELF REGISTER Bookmark this site User Name Forgot your password Password LOGIN gt ee ee ee ose me Forgot your password If you forget your password simply click the Forgot your password link on the right side of the page A popup window will prompt you to enter your username or email address to recover your password Welcome EIU Demo Account is committed to helping you improve your financial knowledge SELF REGISTER Bookmark this site Forgot your password Learning plan home page Your home page lists all the courses in your learn
15. questions How many times can I take the tests This option varies but administrators typically set it so that the test can be taken as many times as you want Your highest score is displayed Are there any preparation materials available for the pre test No The pre test examines an individual s knowledge before he or she has read the material Contact us via the Help Feedback if you have any questions comments or suggestions
Download Pdf Manuals
Related Search