One Stop Guide to Investing

Overview

In this course we cover everything you need to know to be a confident and successful investor. You’ll be able to hold your own in any conversations about the stock market and see right through clickbait news headlines intended to scare you. But best of all, you’ll have the tools to invest your money so that it can grow, protect you against inflation, and prepare for your dream (maybe even early?) retirement.

You'll learn:

• The basics of investing, the stock market, and the economy
• Define and understand asset allocation, diversification, and asset types
• How to assess all your investment options
• How to create a personalized investment strategy
• Understand what kind of investor you are
• Analyze investment risk
• Everything you need to know to get started investing
• Common investing mistakes and how to avoid them

Who is this for?

Perfect for beginners or those in need of a refresher. If you have savings that you’re unsure what to do with, you’ve heard the investing hype but feel out of the loop, if you have been meaning to get started investing but don’t know where to start, you find it to be too complicated, or if you just want to feel more confident, this course is for you. No prior knowledge required.

What you'll learn

We start at the very beginning by setting the stage and defining common words and concepts that may or may not already be familiar to you- such as what are stocks, bonds, how the stock market works, how you make money investing, and how to think about risk. Then in Lesson 2 we dig deep into defining and explaining more advanced concepts such as asset allocation, diversification, security selection, and more. Lesson 3 is all about the practical realities of actually getting started – what is a brokerage account, when should you start investing, what do you need to get started, how to make your first investment purchase, when to sell, and how to navigate market crashes. Finally, we end with lesson 4, which covers common investing mistakes and equips you with the knowledge you need to avoid them.

Resources you'll get

Investment readiness checklist
Step-by-step guide to building your portfolio
Interactive worksheet

Key features