Investing Basics: Setting Yourself up for Success

Would You Rather Winter Edition - Bring Your Hot Chocolate and Cookies! (7-10)

Holly Vipond, Certified Financial Planner (CFP)

Average rating:5.0Number of reviews:(9)

In this one-time class, students will continue to learn foundational investment concepts such as dollar cost averaging, diversification and correlation; we will also discuss the impact of investor behavior.

Class Experience

Now that you have learned about the basic concepts of investments, it is time to learn some more tricks of the trade. In this class we will explore some of the most important tools that successful long-term investors use to grow their investments over time. 

•	Dollar Cost Averaging - the "magic" math that allows you to get more bang for your buck
•	Diversification - as they say, diversify! diversify! diversify! 
•	Correlation - how investments are correlated to each other, and how to use...

I was a licenced investment and insurance advisor from 2013 to 2020, acquiring my Certified Financial Planner Designation in 2020. In 2017 I also obtained the Responsible Investment Specialist Certification. I have been teaching financial literacy since 2014, and continue to maintain my designations through annual Continuing Education.

Homework Offered
Assessments Offered
Grades Offered

Meet the teacher

Holly Vipond, Certified Financial Planner (CFP)

Average rating:5.0Number of reviews:(9)

Hello! My name is Holly and I have been a financial advisor since 2013, achieving my Certified Financial Planner designation in 2020. I was a licenced investment and insurance advisor from 2013 to 2020. I absolutely love helping families achieve...