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Life Skills

Investing - Private 1:1 Tutoring

In this private tutoring class, learners will get personalized attention with me to explore investing topics of their interest.
Adrian Wong, CFA
34 total reviews for this teacher
2 reviews for this class
Completed by 2 learners
  There are no upcoming classes.
Class
55 minutes
per class
Meets once
10-18
year olds
1
learner per class
per learner

How does aOne-Timeclass 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

Learners will develop a deeper understanding of an investing topic of their choice beyond the regular classroom environment.
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 (risk, investment performance, reporting), a consultant, and an executive. I have published seven industry articles so far. In my current role, I focus on consulting, teaching investing, and producing investor educational materials.
There could be suggestions for continued learning or refining of work started during the private tutoring session.
Optional: A writing instrument, paper, word processor, or spreadsheet
55 minutes per week in class, and maybe some time outside of class.
Private tutoring lessons develop deep knowledge of investing while being relevant to a learner’s investments or experience. However, private tutoring is not a replacement for financial advisors and investment managers.  Learners should not be investing without substantial parental guidance and supervision. For learner safety, make sure personally identifiable information is not visible or redacted in anything shared on the screen or as a file.

Teacher

Adrian Wong, CFA
🇺🇸
Lives in the United States
Finance professional with a passion for investing
34 total reviews
80 completed classes

About Me

I teach investing related classes.

Investing is a complex topic to teach. Learners can develop a fragmented understanding if teachers present information in silos. I will use a systems approach that introduces a concept and its importance before... 
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