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Life Skills

The World of Investing

In this one-time class, learners will begin their journey into the world of investing by exploring several things: what is investing, what investors do, different types of investments, and how investors fit in society.
Adrian Wong, CFA
51 total reviews for this teacher
1 review for this class
Completed by 5 learners
Class
55 minutes
per class
Meets once
10-14
year olds
1-12
learners per class
per learner

How does a "One-Time" class work?

Meets once at a scheduled time
Live video chat, recorded and monitored for safety and quality
Great for exploring new interests and different styles of teachers

How Outschool Works

Available Times

Pacific

Thu, Dec 1

Meet once (1 day)
Thursday
6:15 – 7:10 AM
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Fri, Dec 2

Meet once (1 day)
Friday
10:15 – 11:10 AM
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Wed, Dec 7

Meet once (1 day)
Wednesday
6:15 – 7:10 AM
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Thu, Dec 8

Meet once (1 day)
Thursday
11:45 AM – 12:40 PM
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Mon, Dec 12

Meet once (1 day)
Monday
7:45 – 8:40 AM
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Tue, Dec 13

Meet once (1 day)
Tuesday
1:15 – 2:10 PM
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Thu, Dec 15

Meet once (1 day)
Thursday
6:15 – 7:10 AM
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Thu, Dec 22

Meet once (1 day)
Thursday
6:15 – 7:10 AM
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Fri, Dec 23

Meet once (1 day)
Friday
6:15 – 7:10 AM
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Fri, Dec 23

Meet once (1 day)
Friday
10:15 – 11:10 AM
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Fri, Jan 6, 2023

Meet once (1 day)
Friday
11:45 AM – 12:40 PM
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Fri, Jan 6, 2023

Meet once (1 day)
Friday
1:15 – 2:10 PM
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Don't see a time that works for you?

Description

Class Experience

Learners will start their investing journey learning about what investing is. We will then move into understanding the role of the investor in an organization and society, investing success factors and challenges, different types of investments, and whether investing is an art or a science. 
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.
Optional: A writing instrument and paper
55 minutes per week in class, and no time outside of class.
I encourage learners to learn more about investing. However, learners should not be investing without substantial parental guidance and supervision. 

Teacher

Adrian Wong, CFA
🇺🇸
Lives in the United States
Finance professional with a passion for investing
51 total reviews
124 completed classes

About Me

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... 
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