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Investing Basics: Setting Yourself up for Success

Class
Play
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

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

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... 
Group Class

$10

per class
Meets once
55 min

Completed by 4 learners
Live video meetings
Ages 13-18
1-6 learners per class

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