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Introducción a la inversión en acciones

En esta clase autodirigida de varias sesiones, los alumnos ampliarán sus conocimientos sobre el mercado de valores, investigando acciones, gráficos de acciones, riesgos y estilos de inversión para desarrollar sus habilidades fundamentales de finanzas e inversión.
Adrian Wong, CFA
Puntuación media:
5.0
Número de reseñas:
(194)
Clase
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Qué está incluido

4 lecciones pregrabadas
promedio 51 minutos por video
4 semanas
de apoyo docente
3 horas 25 minutos
horas totales de aprendizaje en video
1 año de acceso
al contenido
Tarea
1 hora por semana. Each of the four lessons include 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 a later date.

Experiencia de clase

Nivel de inglés: desconocido
Grado de EE. UU. 9 - 12
Nivel Beginner
If you are interested in the live version of the class, here is the link: https://outschool.com/classes/introduction-to-stock-investing-xVsPfMSW

Required experience/knowledge: Learners should have a simple conceptual understanding of investing and how a business makes money. Although not a prerequisite, learners can enroll in The World of Investing (Ages 15 to 18) class.

[Self-Paced] The World of Investing (Ages 15 to 18)
https://outschool.com/classes/flex-the-world-of-investing-1TBmmvuT

This self-paced class consists of four pre-recorded lesson videos (<60 minutes each) and four brief lesson quiz and discussion homework (each takes 5 to 15 minutes to complete). For four weeks, 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 each session. Homework and class participation are optional. The quiz is not graded. This class can also be taken as four one-time classes. Here are the links:

[Self-Paced] Introduction to the Stock Market (Ages 15 to 18)
https://outschool.com/classes/flex-introduction-to-the-stock-market-kdrEq8ul

[Self-Paced] Stock Investing: Understanding Stock Information (Ages 15 to 18)
https://outschool.com/classes/flex-stock-investing-understanding-stock-information-AbC17XxF

[Self-Paced] Stock Investing: Understanding Risk (Ages 15 to 18)
https://outschool.com/classes/flex-stock-investing-understanding-risk-jhgIyWgm

Self-Paced] Stock Investing: Understanding Investing Styles (Ages 15 to 18)
https://outschool.com/classes/flex-stock-investing-understanding-investing-styles-j6rq74Ni

*************************************************************************************
Please review the lesson topics for the [Self-Paced] Stock Investing: Introduction to Stock Investing (Ages 15 to 18) class in the syllabus section prior to enrolling.

My teaching philosophy is to build a learner’s big picture understanding or framework before moving into specific details. I embed case studies and questions in my lesson slides so learners can think, share, and reinforce their knowledge. Learners will enjoy three case studies: how to read and interpret stock movements, a company’s journey in risk, and analyzing a famous investor’s investing style. Learners will benefit from my extensive working experience and educational background in the financial industry.

A list of my Outschool classes is available towards the end of both my course and teacher intro videos.

Metas de aprendizaje

Find the definition of a stock and the stock market
Learn about what sources learners can use to measure the health of the stock market and research a stock
objetivo de aprendizaje

Programa de estudios

4 Lecciones
más de 4 semanas
Lección 1:
Introduction to the Stock Market
 1.	What is a Stock?
2.	What is a Stock Market?
3.	How Does the Stock Market Work?
4.	Why Do We Need the Stock Market?
5.	What Can you Trade in the Stock Market?
6.	How Do You Measure Stock Market Health?
7.	How Do You Research a Stock? 
1 tarea
54 minutos de lecciones en video
Lección 2:
Stock Investing: Understanding Stock Information
 1.	Basic Stock Information
2.	Placing a Trade
3.	Read a Stock Chart
4.	What Moves Stock Prices 
1 tarea
48 minutos de lecciones en video
Lección 3:
Stock Investing: Understanding Risk
 1.	What is Risk?
2.	Measuring Risk
3.	Managing Risk
4.	Risk: Static or Dynamic?
5.	Risk vs. Reward
6.	Managing Stock Portfolio Risk 
1 tarea
49 minutos de lecciones en video
Lección 4:
Stock Investing: Understanding Investing Styles
 1.	Analysis: Fundamental (Growth & Value) vs. Technical
2.	Approach: Top-Down (Macro) vs. Bottom-Up (Micro)
3.	Information Processing: Qualitative vs. Quantitative
4.	Time Horizon: Short vs. Medium vs. Long
5.	Temperament: Aggressive vs. Defensive 
1 tarea
55 minutos de lecciones en video

Otros detalles

Orientación para padres
I encourage learners to learn more about investing. However, learners should not be investing without substantial parental guidance and supervision.
Requisitos previos
Learners should have a simple conceptual understanding of investing and how a business makes money. See class description for more prerequisites and suggested classes.
Lista de útiles escolares
Optional: A writing instrument and paper or electronic device to take notes
Idioma en el que se imparte la clase
Inglés
Recursos externos
Los estudiantes no necesitarán utilizar ninguna aplicación o sitio web más allá de las herramientas estándar de Outschool.
Se unió el February, 2022
5.0
194reseñas
Perfil
Experiencia y certificaciones del docente
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. 

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4 lecciones pregrabadas
4 semanas de apoyo docente
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1 año de acceso al contenido

Completado por 3 alumnos
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Edades: 15-18

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