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The World of Investing

Adrian Wong, CFA
Average rating:5.0Number of reviews:(150)
In this one-time 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.

Class experience

US Grade 5 - 8
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.
No previous experience or knowledge needed.
Optional: A writing instrument and paper or electronic device to take notes
I encourage learners to learn more about 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 172 learners
Live video meetings
Ages: 10-14
1-12 learners per class

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