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投資 - 私人 1:1 輔導
Adrian Wong, CFA
平均評分：5.0評論數量：(151)
在這個私人輔導課程中，學習者將與我一起接受個人化課程，探索他們感興趣的投資主題。
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課堂經歷
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...
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.
提供的家庭作業
There could be suggestions for continued learning or refining of assignments/projects started during the private tutoring lesson.0 每週課外時間
提供的評估
提供的成績
Optional: A writing instrument and paper or electronic device to take notes
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.
平均評分：5.0評論數量：(151)
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...
一對一輔導
US$70
每次會話按需滿足
55 分鐘
由 4 學習者完成
即時視訊會議
Ages: 10-18
