The World of Investing
In this one-time self-paced class, learners will begin their journey into the world of investing by exploring several topics, such as what is investing, what investors do, different investments, and investing’s role in society.
Adrian Wong, CFA
Average rating:
5.0
Number of reviews:(188)
What's included
1 pre-recorded lesson
1 week
of teacher support1 year access
to the contentHomework
1 hour per week. There will be a one-page lesson quiz and several discussion questions. Homework is optional and does not need to be submitted. Learners are welcome to share their answers to the discussion questions on the classroom page. Answers to the lesson quiz will be provided at the end of the class.Class Experience
US Grade 9 - 12
Beginner Level
If you are interested in the live video version of the class, here is the link: https://outschool.com/classes/the-world-of-investing-EUmzFqcO No previous experience or knowledge needed. This self-paced class consists of a pre-recorded lesson video (<60 minutes) and a brief lesson quiz and discussion homework (5 to 15 minutes). For one week, learners can share questions and comments on the classroom page. I respond within 24 hours. The lesson slides, which include answers to in-lesson questions, answers to the lesson quiz, and a detailed glossary, will be posted after one week. Homework and class participation are optional. The quiz is not graded. ************************************************************************************* Please review the lesson topics for the [Self-Paced] The World of Investing (Ages 10 to 14) class in the syllabus section prior to enrolling. I teach using lesson slides and frequently introduce questions to reinforce learner knowledge and critical thinking. During the lesson, there will be a case study to help learners understand the role investors have in organizations. My teaching philosophy is to introduce the essence of an investor and their place in the world. Building this understanding will better ground learners in future studies of the stock market, investment analysis, and investing strategies. 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. A list of my Outschool classes is available towards the end of both my course and teacher intro videos. The next class is [Self-Paced] Introduction to the Stock Market (Ages 15 to 18) https://outschool.com/classes/flex-introduction-to-the-stock-market-kdrEq8ul
Learning Goals
Please see class description.
Syllabus
1 Lesson
over 1 WeekLesson 1:
Lesson 1: The World of Investing
*What is Investing?
*An Investor’s Team and How They Make a Living
*Investing Success Factors and Challenges
*Common and Alternative Investments
*Investing’s Role in Society
*Investing: Art or Science? 1 assignment
51 mins of video lessons
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
No previous experience or knowledge needed.
Supply List
Optional: A writing instrument and paper or electronic device to take notes
Joined February, 2022
5.0
188reviews
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
Self-Paced Class
$20
for all content1 pre-recorded lesson
1 week of teacher support
Choose your start date
1 year of access to the content
Completed by 4 learners
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Ages: 15-18
