Financial Skills: Investing for Beginners
This 4 week course is designed to assist students in understanding and investing in the stock market, assessing risk and decision making through lesson based learning and practical experience through virtual trading.
Mawuli Vodi PMP, CFE, CTBME, CSM
Average rating:
4.9
Number of reviews:(17)
What's included
4 live meetings
4 in-class hoursClass Experience
Week 1 - Stocks - Mutual Funds - Exchange Traded Funds - Options - Risk - Reading a Ticker/Quote - Basic Chart Reading - Market Indexes Dow Jones, S&P 500, Nasdaq, Russell 2000 Week 2 - Introduce Virtual Trading: Students will manage $100k as an aspiring mutual fund manager - Value Stocks, Growth Stocks, Dividends, Voting Rights, etc - Initial Public Offering (IPO) - Stock Splits, Forward and Reverse - Placing a Trade - Order Types - Value Investing/Fundamental Investing - Technical Analysis - **2 weeks of Virtual trading Begin** Week 3 - **Introduce Homework Assignment** - Long Term vs. Short Term - Investing Objectives - Investment Profiles: Aggressive, Moderate Growth, Conservative - Portfolio Strategies - Marginable vs. Non-Marginable stocks - Margin Call - Shorting - Do's and Don'ts of Trading Week 4 - **Homework Due** - Real-Life Investment Applications - Personal Investing - Account types - Taxable, Tax-deferred, Retirement, etc - Taxes - Tips for Discussing Investments with Parents - Review of Resources - **Announce Winner of Virtual Trading Competition - Mr. Vodi's Wall of Fame** - Questions/Recap
Learning Goals
Students will gain confidence and comfortability in making investment decisions in the stock market through lessons, homework, and managing their own virtual trading accounts in our class competition.
Students will learn:
- Investing in Stocks and Exchange Traded Funds
- Market movement
- Risks and Reward
- Develop real-life investment strategies
- How to invest with before using real money
Other Details
Supply List
- Pen/Pencil - Notebook - Your excitement in getting comfortable talking about investments (A syllabus will be provided containing all other materials)
2 files available upon enrollment
External Resources
Learners will not need to use any apps or websites beyond the standard Outschool tools.
Sources
Students will be given a syllabus that contains login information for the virtual trading account and resource websites.
Joined September, 2020
4.9
17reviews
Teacher expertise and credentials
I am a financial consultant, investor and former stockbroker. Helping people with their finances is my passion. In 12 years of finance, nine years were spent working directly with clients, I placed thousands of trades and serviced thousands of client accounts in DC, Maryland, and Virginia. I have expert knowledge in consumer finance, economics, trading and investments. I love teaching these topics because it is fun and I understand that investment education helps break generational patterns of financial mistakes. I have held the following Stockbroker(Securities Agent) and Branch Office Manager licenses: Series 7, Series 63, Series 9 and Series 10. Additionally, I hold a Certified Fraud Examiner license where I focus mainly on financial crime and I am currently a Certified Technology Business Management Executive.
Reviews
Live Group Class
$100
for 4 classes1x per week, 4 weeks
60 min
Completed by 38 learners
Live video meetings
Ages: 14-18
6-12 learners per class
