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Stock Investing: Understanding Investing Styles
Class Experience
US Grade 5 - 8
Beginner Level
If you are interested in the self-paced version of this class, here is the link: https://outschool.com/classes/flex-stock-investing-understanding-investing-styles-UXsdpemh Required experience or knowledge: Learners should have the following knowledge: an understanding of investing, what is a stock, how a business makes money and competes, awareness of what moves stock prices, and a casual understanding of stock investing risks. Although not a prerequisite, learners can take the prior classes...
- 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, a consultant, and an executive. So far, I have published seven professional industry articles. In my current role at Palm Street Consulting LLC, I focus on consulting, teaching investing, tutoring business subjects, and producing investor educational materials.
Learners should have an understanding of investing and investing risks, how a business makes money and competes, and awareness of what moves stock prices. See class description for more prerequisites and suggested classes.
Optional: A writing instrument and paper or electronic device to take notes
I encourage learners to learn more about the stock investing. However, learners should not be investing without substantial parental guidance and supervision.
Teacher expertise and credentials
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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Group Class
$22
per classMeets once
55 min
Completed by 51 learners
Live video meetings
Ages: 10-14
1-12 learners per class