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Stock Investing: Understanding Investing Styles

Adrian Wong, CFA
Average rating:5.0Number of reviews:(150)
In this one-time class, learners will learn about stock investing styles to develop their finance and investing skills. Some of the topics include fundamental versus technical analysis and top-down versus bottom-up approach.

Class experience

US Grade 9 - 12
Beginner Level
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.
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. 
Average rating:5.0Number of reviews:(150)
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... 
Group Class


per class
Meets once
55 min

Completed by 6 learners
Live video meetings
Ages: 15-18
1-18 learners per class

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