Investing - Private 1:1 Tutoring
In this private tutoring class, learners will get personalized lessons with me to explore investing topics of their interest.
Adrian Wong, CFA
111 total reviews for this teacher
3 reviews for this class
Completed by 3 learners
year old learners
learner per class
Charged weekly or per session
55 minutes per class
Note: There are no prerequisites for private tutoring lessons Private one-on-one tutoring lessons allow a learner to dig deeper into specific topics and personalize their investing education. Some ideas include, • Drafting or updating an investing plan • Diving into a specific stock, an investment, or even a portfolio • Developing a personalized investing methodology • Researching a topic such as famous investors or big stock market crashes • Or even other ideas your learner might...
Please see class description.
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 assignments/projects started during the private tutoring lesson.
Optional: A writing instrument and paper or electronic device to take notes
55 minutes per week in class, and no 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, please conceal or redact personally identifiable information in anything shared on the screen or sent as a file.
Adrian Wong, CFA
Finance professional with a passion for investing
🇺🇸Lives in the United States
111 total reviews
341 completed classes
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...