Camp: Introduction to Stock Investing

During the Introduction to Stock Investing class, learners will build foundational knowledge about the stock market, stock investing information, and stock investing styles. In the first session, learners will understand that the stock market is not simply a place to trade stocks. They will learn the stock market’s structure, operations, and role in society. In the second session, learners will be introduced to basic stock information, such as the stock chart, key company information, and what moves stock prices. The third session presents a framework for understanding investing styles: analytic, approach, information processing, time horizon, and temperament.

I have a strong financial industry background. In terms of my educational credentials, I completed a bachelor’s degree in business management with a concentration in finance and a minor in economics from Boston University. I also earned a master’s degree in finance from Boston College and the Chartered Financial Analyst (CFA) certification from the CFA Institute. In my professional career, I have extensive working experience in the banking, commercial real estate, financial markets, and asset management sectors. I worked as an accountant, an analyst (risk, investment performance, reporting), a consultant, and an executive. I have published seven industry articles so far. In my current role, I focus on consulting, teaching investing, and producing investor educational materials.

2 hours 45 minutes per week in class, and maybe some time outside of class.