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Personal Finance for Teens Live
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課堂經歷
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...
Please see class description.
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 or electronic device to take notes
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.
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...
團體課
US$88
用於 4 課程4x 每週, 1 週
55 分鐘
由 15 學習者完成
即時視訊會議
年齡: 15-18
1-18 每班學員人數