Introduction to Stock Investing

Required experience/knowledge: Learners should have a simple understanding of the word “investing” and “investor”. Although not a prerequisite, learners can enroll in The World of Investing (Ages 10 to 14) class.

Here is the class link: https://outschool.com/classes/the-world-of-investing-mXxxju9C

Note: This multi-day class combines my four one-time classes together: Introduction to the Stock Market (Ages 10 to 14), Stock Investing: Understanding Basic Information (Ages 10 to 14), Stock Investing: Understanding Risk (Ages 10 to 14), and Stock Investing: Understanding Investing Styles (Ages 10 to 14). Alternatively, learners can enroll in the four one-time classes individually or in the camp version of the Introduction to Stock Investing multi-day class.  

Here are the class links:

Introduction to the Stock Market (Ages 10 to 14)
https://outschool.com/classes/introduction-to-the-stock-market-TCrB15hy

Stock Investing: Understanding Basic Information (Ages 10 to 14)
https://outschool.com/classes/stock-investing-understanding-basic-information-wmHfbrO7

Investing: Understanding Risk (Ages 10 to 14)
https://outschool.com/classes/stock-investing-understanding-risk-euujcDnn

Stock Investing: Understanding Investing Styles (Ages 10 to 14)
https://outschool.com/classes/stock-investing-understanding-investing-styles-gLDARWpM

Camp: Introduction to Stock Investing (Ages 10 to 14)
https://outschool.com/classes/camp-introduction-to-stock-investing-MxACcBjj

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The Introduction to Stock Investing multi-day class will introduce learners to the stock market, researching stocks, stock charts, risk, and investing styles. Learners will gain an understanding of the following areas:

Session 1: Introduction to the Stock Market
1.	What is a stock?
2.	What is a stock market?
3.	How does the stock market work?
4.	Why do we need the stock market?
5.	What can you trade in the stock market?
6.	How do you measure stock market health?
7.	How do you research a stock?
8.	How might the stock market evolve?

Session 2: Stock Investing: Understanding Basic Information
1.	Find a public company on a financial website or brokerage account
2.	Understand a stock quote
3.	Placing a trade—essential information
4.	Read a stock chart
5.	What moves stock prices?

Session 3: Stock Investing: Understanding Risk
1.	What is risk?
2.	Measuring risk
3.	Managing risk
4.	Risk: static or dynamic?
5.	Risk vs. reward

Session 4: Stock Investing: Understanding Investing Styles
1.	Analysis: fundamental (growth & value) vs technical
2.	Approach: top-down (macro) vs bottom-up (micro)
3.	Information processing: qualitative vs quantitative
4.	Time horizon: short vs medium vs long
5.	Temperament: aggressive vs defensive

My teaching philosophy is to build a learner’s big picture understanding or framework before moving into specific details. I embed case studies and open-ended discussions in my lesson slides so learners can think, share, and reinforce their knowledge. Learners will enjoy three case studies: how to read and interpret stock movements, a company’s journey in risk, and analyzing a famous investor’s investing style. Learners will benefit from my extensive working experience and educational background in the financial industry. As a bonus, I provide my lesson slides in PDF format after each class session to help learners keep their newfound knowledge. My slides also include a Q&A recap, discussion answers, a detailed glossary, and sometimes a few bonus slides. Learners will maximize their classroom experience by coming to class ready to ask questions, discuss topics, and engage in learning without distractions.

A list of my Outschool classes is available towards the end of both my class and teacher intro videos.

Next Class: To-Be-Announced