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.
15-18
year olds
1-18
learners per class
Charged upfront
Meets once
55 minute class
Available Times
Pacific
Available Times
Pacific
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 maybe some 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, CFAFinance professional with a passion for investing
🇺🇸
Lives in the
United States79 total reviews
200 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...