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Life Skills

Stock Investing: Understanding Investing Styles

In this one-time class, learners will be introduced to stock investing styles to develop their finance and investing skills.
Adrian Wong, CFA
51 total reviews for this teacher
7 reviews for this class
Completed by 15 learners
Class
55 minutes
per class
Meets once
10-14
year olds
1-12
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

How Outschool Works

Available Times

Pacific

Thu, Dec 1

Meet once (1 day)
Thursday
7:45 – 8:40 AM
 Enroll

Wed, Dec 7

Meet once (1 day)
Wednesday
7:45 – 8:40 AM
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Fri, Dec 16

Meet once (1 day)
Friday
11:45 AM – 12:40 PM
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Thu, Dec 22

Meet once (1 day)
Thursday
1:15 – 2:10 PM
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Thu, Jan 5, 2023

Meet once (1 day)
Thursday
1:15 – 2:10 PM
 Enroll
Don't see a time that works for you?

Description

Class Experience

Learners will learn the different stock investing styles investors use to make stock market profits. They will learn the major differences between the following styles: fundamental and technical analysis, top-down and bottom-up approach, qualitative and quantitative information processing, short/medium/long time horizon, and aggressive and defensive temperament. In the class’s case study, learners will also use their newfound knowledge to dissect a famous investor’s style.
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 no time outside of class.
I encourage learners to learn more about the stock 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
51 total reviews
124 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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