Investing Basics: Setting Yourself up for Success

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.

9 total reviews for this teacher

Completed by 4 learners

There are no upcoming classes.

55 minutes

per class

Meets once

13-18

year olds

1-6

learners per class

per learner

How does a “One-Time” class work?

Meets once at a scheduled time

Live video chat, recorded and monitored for safety and quality

Great for exploring new interests and different styles of teachers

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Description

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.

55 minutes per week in class, and maybe some time outside of class.

Teacher

Holly Vipond, Certified Financial Planner (CFP)

🇨🇦

Lives in Canada

Certified Financial Planner and Responsible Investment Specialist

9 total reviews

23 completed classes

About Me

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...