The World of Investing
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.
Adrian Wong, CFA
Average rating:
5.0
Number of reviews:(194)
What's included
1 live meeting
55 mins in-class hoursClass Experience
US Grade 5 - 8
Beginner Level
No previous experience or knowledge needed. If you are interested in the self-paced version of this class, here is the link: https://outschool.com/classes/flex-the-world-of-investing-Puxux6MQ ************************************************************************************* The World of Investing class will begin the investing journey by exploring the following topics: 1. What is Investing? 2. An Investor’s Team and Making a Living 3. Investing: Success Factors and Challenges 4. Common and Alternative Investments 5. Investing: Role in Society, Art vs. Science I will teach using lesson slides and frequently pause for open-ended discussion 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. After class, I will provide my lesson slides, which include answers to discussion questions, and a detailed glossary to help learners keep their newfound knowledge. 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: Introduction to Stock Investing (Ages 10 to 14, Multi-Day Class) https://outschool.com/classes/introduction-to-stock-investing-0wAGuZDy
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
No previous experience or knowledge needed.
Supply List
Optional: A writing instrument and paper or electronic device to take notes
External Resources
Learners will not need to use any apps or websites beyond the standard Outschool tools.
Joined February, 2022
5.0
194reviews
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 (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.Reviews
Live One-Time Class
$24
per classMeets once
55 min
Completed by 197 learners
Live video meetings
Ages: 10-14
1-12 learners per class
