Course curriculum

  • 1

    Investment Basics

    • Intro and Agenda.pdf
  • 2

    Trivia Questions

    • Trivia Questions

    • We are Emotional Investors
  • 3

    Investment Basics Video

    • Investment Basic Video
  • 4

    Investor Profile

    • Investor Profile
  • 5

    Investment Fundamentals

    • Asset Class

    • Investment Style

    • Investment Fees

    • Fundamental versus Technical

    • Growth versus Value

    • Risk

    • Tax Advantaged Accounts
  • 6

    Exercise - Let's try it out!

    • Check out these funds!
  • 7

    How to Manage Volatility

    • Volatility Introduction

    • Time Diversification

    • Dollar Cost Averaging

    • Asset Class Diversification

    • Fixed Income

    • Recap - Volatility
  • 8

    How to Win the Investment Game

    • How to win the investment game
  • 9

    Final Quiz

    • Final Quiz