What's included
1 live meeting
55 mins in-class hoursClass 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-risk-N4q3Vkcd 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. Although not a prerequisite, learners can take the prior two classes in the series, Introduction to the Stock Market (Ages 10 to 14) and Stock Investing: Understanding Stock Information (Ages 10 to 14) Note: Learners can also enroll in my Introduction to Stock Investing (Ages 10 to 14) multi-day class which includes Introduction to the Stock Market in session 1, Stock Investing: Understanding Stock Information in session 2, Stock Investing: Understanding Risk in session 3, and Stock Investing: Understanding Investing Styles in session 4. Here are the class links: Introduction to the Stock Market (Ages 10 to 14) https://outschool.com/classes/introduction-to-the-stock-market-TCrB15hy Stock Investing: Understanding Stock Information (Ages 10 to 14) https://outschool.com/classes/stock-investing-understanding-basic-information-wmHfbrO7 Introduction to Stock Investing (Ages 10 to 14) https://outschool.com/classes/introduction-to-stock-investing-0wAGuZDy ************************************************************************************* In the Stock Investing: Understanding Risk class will explore the following topics: 1. What is Risk? 2. Measuring Risk 3. Managing Risk 4. Risk: Static or Dynamic? 5. Risk vs. Reward 6. Managing Stock Portfolio Risk I will teach using lesson slides, questions, examples, and a case study so learners can think and reinforce their knowledge. The case study follows a company’s journey in risk and provides a real-world example. My teaching philosophy is to focus on broad principles and key takeaways of risk and risk management. Learning about risk will better ground learners in the complexities of investing. Learners will benefit from my extensive working experience and educational background in the financial industry. You can find this information under the teacher expertise section below or on my profile page. As a bonus, I provide my lesson slides in PDF format after class to help learners keep their newfound knowledge. My slides also include a Q&A recap, discussion answers, a detailed glossary, and sometimes a few bonus slides. Learners will maximize their classroom experience by coming to class ready to ask questions, discuss topics, and engage in learning without distractions. A list of my Outschool classes is available towards the end of both my course and teacher intro videos. Next Class: Stock Investing: Understanding Investing Styles (Ages 10 to 14) https://outschool.com/classes/stock-investing-understanding-investing-styles-gLDARWpM
Learning Goals
Please see class description.
Other Details
Parental Guidance
I encourage learners to learn more about investing. However, learners should not be investing without substantial parental guidance and supervision.
Pre-Requisites
Learners should have the following knowledge: an understanding of investing, what is a stock, how a business makes money and competes. See class description for details and suggested classes.
Supply List
Optional: A writing instrument and paper or electronic device to take notes
Teacher expertise and credentials
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.
Reviews
Live One-Time Class
$24
per classMeets once
55 min
Completed by 15 learners
Live video meetings
Ages: 10-14
1-12 learners per class
Financial Assistance
Tutoring
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