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股票投資:了解投資風格

在這一次性課程中,學習者將學習股票投資風格,以培養他們的金融和投資技能。一些主題包括基本面分析與技術分析以及自上而下與自下而上的方法。
Adrian Wong, CFA
平均評分:
5.0
評論數量:
(188)
班級
玩

包含什麼

1 現場會議
55 分鐘 上課時間
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課堂經歷

英語程度 - 未知
美國 9 - 12 年級
Beginner 等級
If you are interested in the self-paced version of this class, here is the link: https://outschool.com/classes/flex-stock-investing-understanding-investing-styles-j6rq74Ni

Note: Stock Investing: Understanding Investing Styles (Ages 15 to 18) has limited availability. I’m happy to create a session that fits your schedule. Please contact me. 

Required experience or knowledge: Learners should have the following knowledge: an understanding of investing, what is a stock, how a business makes money and competes, awareness of what moves stock prices, and a casual understanding of stock investing risks. Although not a prerequisite, learners can take the prior classes in the series,  
 
Introduction to the Stock Market (Ages 15 to 18)
https://outschool.com/classes/introduction-to-the-stock-market-c3eTPahY

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

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

Note: Learners can also enroll in my Introduction to Stock Investing multi-day class (Ages 15 to 18) which includes Introduction to the Stock Market in session 1, Stock Investing: Understanding Stock Information in session 2, Stock Investing: Understanding Risk in session 3, and Stock Investing: Understanding Investing Styles in session 4.

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

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The Stock Investing: Understanding Investing Styles class will introduce learners to a broad range of 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

I will teach using lesson slides, questions, and examples to reinforce learner knowledge and critical thinking. During the lesson, there will be a case study to dissect a famous investor’s style. My teaching philosophy is to show the breadth of stock investing styles and their key takeaways instead of detailing individual style strengths and weaknesses. Building this foundation will better prepare learners for future studies in specific investing styles and learning about other famous investors. Learners will benefit from my extensive working experience and educational background in the financial industry. You can find this information under the teacher expertise section below or on my profile page. As a bonus, I provide my lesson slides (includes a list of my sources, discussion answers, and a detailed glossary) in PDF format after class to help learners keep their newfound knowledge. 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 course and teacher intro videos.
學習目標
Please see class description.
學習目標

其他詳情

父母的引導和規範
I encourage learners to learn more about the stock investing. However, learners should not be investing without substantial parental guidance and supervision.
先決條件
Learners should have an understanding of investing and investing risks, how a business makes money and competes, and awareness of what moves stock prices. See class description for more prerequisites and suggested classes.
供應清單
Optional: A writing instrument and paper or electronic device to take notes
已加入 February, 2022
5.0
188評論
教師檔案
教師專業知識和證書
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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一次性直播課程
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US$24

每班
單堂課
55 分鐘

有8 位學習者完成此課程
即時視訊會議
年齡: 15-18
1-18 每班學員人數

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