This class is no longer available, but we found something similar!
5.0 (5) · Ages 11-16
Step One to Entrepreneurship: How to Make a Business Plan
5.0 (2) · Ages 11-16
The Owl School of Wizardry: Escape the Polar Express
5.0 (1) · Ages 4-8
Kids & Kindness - Words Have Power!
5.0 (54) · Ages 6-10
Pokemon Inspired Escape Room Adventure
5.0 (18) · Ages 10-15
2 Day Internet Safety for Everyone Who Uses the Web - What NOT to Do On The WWW
5.0 (7) · Ages 7-10
Would You Rather Winter Edition - Bring Your Hot Chocolate and Cookies! (7-10)
Investing Basics: Setting Yourself up for Success
Holly Vipond, Certified Financial Planner (CFP)
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.
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.
Meet the teacher
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...
Completed by 4 learners
Live video meetings
1-6 learners per class