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Inversión - Tutoría privada 1:1

En esta clase de tutoría privada, los estudiantes recibirán lecciones personalizadas conmigo para explorar temas de inversión de su interés.
Adrian Wong, CFA
Puntuación media:
5.0
Número de reseñas:
(188)
Clase
Jugar

Qué está incluido

Se reúne bajo demanda
programar reuniones según sea necesario
30 minutos
por sesión
Apoyo docente
Tarea
There could be suggestions for continued learning or refining of assignments/projects started during the private tutoring lesson.

Experiencia de clase

Note: There are no prerequisites for private tutoring lessons

Private one-on-one tutoring lessons allow a learner to dig deeper into specific topics and personalize their investing education. Some ideas include,

•	Drafting or updating an investing plan
•	Diving into a specific stock, an investment, or even a portfolio
•	Developing a personalized investing methodology
•	Researching a topic such as famous investors or big stock market crashes
•	Or even other ideas your learner might have

Because tutoring lessons are personalized, they won’t be as structured as my regular classes. However, your learner and I will explore these topics together while taking notes or working on reports that he or she will keep. If you are interested, please reach out to me to discuss potential learning topics and set up a lesson time.
Metas de aprendizaje
Please see class description.
objetivo de aprendizaje

Otros detalles

Orientación para padres
Private tutoring lessons develop deep knowledge of investing while being relevant to a learner’s investments or experience. However, private tutoring is not a replacement for financial advisors and investment managers. Learners should not be investing without substantial parental guidance and supervision. For learner safety, please conceal or redact personally identifiable information in anything shared on the screen or sent as a file.
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

Lecciones 1 a 1 en vivo
Compartir

60 US$

por sesión
Reuniones bajo pedido
30 min

Completado por 5 alumnos
Videoconferencias en vivo
Edades: 10-18

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