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Introducción a la inversión en acciones

En esta clase de varios días, los estudiantes aumentarán 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:
(188)
Clase
Jugar

Qué está incluido

4 reuniones en vivo
3 horas 40 minutos horas presenciales

Experiencia de clase

Required experience/knowledge: Learners should have a simple understanding of the word “investing” and “investor”. Although not a prerequisite, learners can enroll in The World of Investing (Ages 15 to 18) class.

Here is the class link: https://outschool.com/classes/the-world-of-investing-EUmzFqcO

Note: This multi-day class combines my four one-time classes together: Introduction to the Stock Market (Ages 15 to 18), Stock Investing: Understanding Basic Information (Ages 15 to 18), Stock Investing: Understanding Risk (Ages 15 to 18), and Stock Investing: Understanding Investing Styles (Ages 15 to 18). Alternatively, learners can enroll in the four one-time classes individually or in the camp version of the Introduction to Stock Investing multi-day class.  

Here are the class links:

Introduction to the Stock Market (Ages 15 to 18)
https://outschool.com/classes/introduction-to-the-stock-market-c3eTPahY

Stock Investing: Understanding Basic Information (Ages 15 to 18)
https://outschool.com/classes/stock-investing-understanding-basic-information-SIOxXVQq

Stock Investing: Understanding Risk (Ages 15 to 18)
https://outschool.com/classes/stock-investing-understanding-risk-Oxh5FJ5p

Stock Investing: Understanding Investing Styles (Ages 15 to 18)
https://outschool.com/classes/stock-investing-understanding-investing-styles-yFnBRVgx

Camp: Introduction to Stock Investing (Ages 15 to 18)
https://outschool.com/classes/camp-introduction-to-stock-investing-Q9ATivlK

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The Introduction to Stock Investing multi-day class will introduce learners to the stock market, researching stocks, stock charts, risk, and investing styles. Learners will gain an understanding of the following areas:

Session 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?
8.	How might the stock market evolve?

Session 2: Stock Investing: Understanding Basic Information
1.	Find a public company on a financial website or brokerage account
2.	Understand a stock quote
3.	Placing a trade—essential information
4.	Read a stock chart
5.	What moves stock prices?

Session 3: Stock Investing: Understanding Risk
1.	What is risk?
2.	Measuring risk
3.	Managing risk
4.	Risk: static or dynamic?
5.	Risk vs. reward

Session 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

My teaching philosophy is to build a learner’s big picture understanding or framework before moving into specific details. I embed case studies and open-ended discussions 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. As a bonus, I provide my lesson slides in PDF format after each class session to help learners keep their newfound knowledge. My slides also include a Q&A recap, discussion answers, a detailed glossary, and sometimes a few bonus slides. 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 class and teacher intro videos.

Next Class: To-Be-Announced
Metas de aprendizaje
Please see class description.
objetivo de aprendizaje

Otros detalles

Orientación para padres
I encourage learners to learn more about the stock market and take an interest in investing. However, learners should not be investing without substantial parental guidance and supervision.
Lista de útiles escolares
Optional: A writing instrument and paper or electronic device to take notes
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
188reseñas
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 (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.

Reseñas

Clase grupal
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48 US$

semanalmente o 96 US$ por 4 clases
2 x por semana, 2 semanas
55 min

Completado por 13 alumnos
Videoconferencias en vivo
Edades: 15-18
1-18 alumnos por clase

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