Introduction to Stock Investing
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.
Adrian Wong, CFA
Average rating:
5.0
Number of reviews:(194)
What's included
4 pre-recorded lessons
average 51 mins per video4 weeks
of teacher support3 hrs 25 mins
total video learning hours1 year access
to the contentHomework
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 5 - 8
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-0wAGuZDy 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 10 to 14) class. [Self-Paced] The World of Investing (Ages 10 to 14) https://outschool.com/classes/flex-the-world-of-investing-Puxux6MQ ___________________________________________________________ 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 10 to 14) https://outschool.com/classes/flex-introduction-to-the-stock-market-cI9jqNvs [Self-Paced] Stock Investing: Understanding Stock Information (Ages 10 to 14) https://outschool.com/classes/flex-stock-investing-understanding-stock-information-TQfXxev1 [Self-Paced] Stock Investing: Understanding Risk (Ages 10 to 14) https://outschool.com/classes/flex-stock-investing-understanding-risk-N4q3Vkcd [Self-Paced] Stock Investing: Understanding Investing Styles (Ages 10 to 14) https://outschool.com/classes/flex-stock-investing-understanding-investing-styles-UXsdpemh ************************************************************************************* Please review the lesson topics for the [Self-Paced] Stock Investing: Introduction to Stock Investing (Ages 10 to 14) 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 marketLearn about what sources learners can use to measure the health of the stock market and research a stock
Syllabus
4 Lessons
over 4 WeeksLesson 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.
Joined February, 2022
5.0
194reviews
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
Self-Paced Class
$20
weekly4 pre-recorded lessons
4 weeks of teacher support
Choose your start date
1 year of access to the content
Completed by 3 learners
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Ages: 10-14
