Life Skills

Stock Investing: Understanding Basic Information

Learners will be introduced to basic stock investing information to develop their finance and investing skills.
Adrian Wong, CFA
4 total reviews for this teacher
1 review for this class
Completed by 2 learners
Class

55 minutes

per class

Meets once

10-14

year olds

1-12

learners 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

How Outschool Works

Available Times

Pacific Time

Sun May 29

Meet once (1 day)
Sunday
11:30pm - 12:25am
Outside 6am-10pm in your local time.
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Tue May 31

Meet once (1 day)
Tuesday
5:30pm - 6:25pm
1 learner enrolled
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Wed Jun 8

Meet once (1 day)
Wednesday
11:30pm - 12:25am
Outside 6am-10pm in your local time.
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Fri Jun 10

Meet once (1 day)
Friday
11:30pm - 12:25am
Outside 6am-10pm in your local time.
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Wed Jun 29

Meet once (1 day)
Wednesday
2pm - 2:55pm
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Thu Jun 30

Meet once (1 day)
Thursday
2pm - 2:55pm
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Don't see a time that works for you?

Description

Class Experience

This class is taught in English.
Learners will understand the basic information investors need before placing a trade. They will learn basic information needed to evaluate a stock before placing a trade, such as the stock chart, key company information, and other factors (economy, market sentiment, etc.). Finally, I close the lesson by talking about what knowledge is necessary for successful stock investing and the task and considerations of stock ownership.
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.
Optional: A writing instrument and paper
55 minutes per week in class, and maybe some time outside of class.
I encourage learners to learn more about the stock market and take an interest in investing. However, learners should not be investing without substantial parental guidance and supervision.

Teacher

Adrian Wong, CFA
🇺🇸
Lives in the United States
Finance professional with a passion for investing
4 total reviews
13 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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