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Introduction to Stock Investing

Completed by 8 learners
Ages 15-18
Self-Paced Class
In this multi-session self-paced class, learners will grow their knowledge about the stock market, researching stocks, stock charts, risk, and investing styles to develop their fundamental finance and investing skills.
Average rating:
5.0
Number of reviews:
(202 reviews)

4 pre-recorded lessons
4 weeks of teacher support
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1 year of access to the content

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Go at your own pace
Your learner can start learning when they want and progress at the speed that works best for them.
Start when you want.
Learn at your own pace
Access course material for a full year.
Get hands-on support from teacher.

What's included

4 pre-recorded lessons
average 51 mins per video
4 weeks
of teacher support
3 hrs 25 mins
total video learning hours
1 year access
to the content
Homework
1 hour per week. Each of the four lessons include a one-page lesson quiz and several discussion questions. Homework is optional and does not need to be submitted. Learners are welcome to share their answers to the discussion questions on the classroom page. Answers to the lesson quiz will be provided at a later date.

Class Experience

US Grade 9 - 12
Beginner Level
If you are interested in the live version of the class, here is the link: https://outschool.com/classes/introduction-to-stock-investing-xVsPfMSW

Required experience/knowledge: Learners should have a simple conceptual understanding of investing and how a business makes money. Although not a prerequisite, learners can enroll in The World of Investing (Ages 15 to 18) class.

[Self-Paced] The World of Investing (Ages 15 to 18)
https://outschool.com/classes/flex-the-world-of-investing-1TBmmvuT

This self-paced class consists of four pre-recorded lesson videos (<60 minutes each) and four brief lesson quiz and discussion homework (each takes 5 to 15 minutes to complete). For four weeks, learners can share questions and comments on the classroom page. I respond within 24 hours. The lesson slides, which include answers to in-lesson questions, answers to the lesson quiz, and a detailed glossary, will be posted after each session. Homework and class participation are optional. The quiz is not graded. This class can also be taken as four one-time classes. Here are the links:

[Self-Paced] Introduction to the Stock Market (Ages 15 to 18)
https://outschool.com/classes/flex-introduction-to-the-stock-market-kdrEq8ul

[Self-Paced] Stock Investing: Understanding Stock Information (Ages 15 to 18)
https://outschool.com/classes/flex-stock-investing-understanding-stock-information-AbC17XxF

[Self-Paced] Stock Investing: Understanding Risk (Ages 15 to 18)
https://outschool.com/classes/flex-stock-investing-understanding-risk-jhgIyWgm

Self-Paced] Stock Investing: Understanding Investing Styles (Ages 15 to 18)
https://outschool.com/classes/flex-stock-investing-understanding-investing-styles-j6rq74Ni

*************************************************************************************
Please review the lesson topics for the [Self-Paced] Stock Investing: Introduction to Stock Investing (Ages 15 to 18) class in the syllabus section prior to enrolling.

My teaching philosophy is to build a learner’s big picture understanding or framework before moving into specific details. I embed case studies and questions 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.

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

Learning Goals

Find the definition of a stock and the stock market
Learn about what sources learners can use to measure the health of the stock market and research a stock

Syllabus

4 Lessons
over 4 Weeks
Lesson 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? 
1 assignment
54 mins of video lessons
Lesson 2:
Stock Investing: Understanding Stock Information
 1.	Basic Stock Information
2.	Placing a Trade
3.	Read a Stock Chart
4.	What Moves Stock Prices 
1 assignment
48 mins of video lessons
Lesson 3:
Stock Investing: Understanding Risk
 1.	What is Risk?
2.	Measuring Risk
3.	Managing Risk
4.	Risk: Static or Dynamic?
5.	Risk vs. Reward
6.	Managing Stock Portfolio Risk 
1 assignment
49 mins of video lessons
Lesson 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 
1 assignment
55 mins of video lessons

Other Details

Parental Guidance
I encourage learners to learn more about investing. However, learners should not be investing without substantial parental guidance and supervision.
Pre-Requisites
Learners should have a simple conceptual understanding of investing and how a business makes money. See class description for more prerequisites and suggested classes.
Supply List
Optional: A writing instrument and paper or electronic device to take notes
Language of Instruction
English
External Resources
Learners will not need to use any apps or websites beyond the standard Outschool tools.

Meet the teacher

Joined February, 2022
5.0
202reviews
Profile
Teacher expertise and credentials
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, a consultant, and an executive. So far, I have published seven professional industry articles. In my current role at Palm Street Consulting LLC, I focus on consulting, teaching investing, tutoring business subjects, and producing investor educational materials. 

Reviews


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