3

Segments

+30

Lessons & Videos

Basic

Skill Level

~3h

Duration

English & Spanish

Language

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Course 1
Basics of Investing

9 Sections - 45 Minutes

Discover the world of investing! Start by learning the essentials of how things work. Discover stocks and bonds, and much more.

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Course 2
Intro to Portfolio Management

12 Sections - 65 Minutes

Learn what a portfolio is and discover all the core asset classes. Find the best ways to manage risk and to track your returns.

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Course 3
Investment Guide & Strategy

8 Sections - 40 Minutes

Learn how to create your own investing strategy from scratch. We help you create an investment plan and we give you the tools to execute it so you achieve your goals.

What you'll learn:

Course 1: Basics of Investing

We will explain what a chart is, what they are used for and we’ll discover the most important types of charts that we will see all throughout this course and in real life.

5 Minutes 

See Lesson

Here you will learn what investing is and see examples that make it easy to understand.

3 Minutes

See Lesson

In this section, we will go over the 2 main reasons why investing is so important for you.

4 Minutes

See Lesson

In this section, we will go over what Compounding Interest is, why it is so important and an example that paints a clear picture.

4 Minutes

See Lesson

Welcome to the first quiz of the Basics of Investing & Portfolio Management. Testing yourself is essential in order to reinforce and retain what you have learned.

2 Minutes

Take Quiz

In this section, we will explain what stocks are and how they work.

4 Minutes

See Lesson

In this section, we will explain the two main ways to make money with stocks.

6 Minutes

See Lesson

In this section, we will explain what bonds are and how they work.

6 Minutes

See Lesson

Now that we know what bonds are, let’s dig in a little deeper and identify the main types of bonds we will encounter.

7 Minutes

See Lesson

In this section, we will talk about risk. We will see what it is and we’ll start relating it to the finance world.

7 Minutes

See Lesson

Keep learning and practicing! Welcome to the second quiz of the Basics of Investing & Portfolio Management. Testing yourself is essential in order to reinforce and retain what you have learned.

2 Minutes

Take Quiz

Course 2: Intro to Portfolio Management

We will discover what a portfolio is and the different types of asset classes you may find.

4 Minutes 

See Lesson

In this section, we will dive into asset allocation and we will start examining its role in portfolio risk management.

4 Minutes

See Lesson

In this section, we will see why asset allocation is so important and we will relate it to the concept of real asset classes.

2 Minutes

See Lesson

In this section, we will discover the factors that will shape your investing life and we will start talking about diversification.

5 Minutes

See Lesson

Keep learning and practicing! Welcome to the first quiz of the Intro to Portfolio Management Segment. Testing yourself is essential in order to reinforce and retain what you have learned.

2 Minutes

See Quiz

We have seen the two main asset classes, stocks and bonds. In this section, we will discover cash as the third most important asset class.

6 Minutes

See Lesson

We will start learning about the other core asset classes: Real Estate, Commodities and Alternative Investments.

5 Minutes

See Lesson

Keep learning and practicing! Welcome to the second quiz of the Intro to Portfolio Management Segment. Testing yourself is essential in order to reinforce and retain what you have learned.

2 Minutes

See Quiz

We will see what investment funds are and two different types of equity funds: Caps and Styles.

8 Minutes

See Lesson

We will see what investment funds are and two different types of equity funds: Sectors and Regions.

6 Minutes

See Lesson

Let’s dive into bond funds and other types; and, to top it off, we will discover the best ways to invest in investment funds.

5 Minutes

See Lesson

Keep learning and practicing! Welcome to the third quiz of the Intro to Portfolio Management Segment. Testing yourself is essential in order to reinforce and retain what you have learned.

2 Minutes

See Quiz

Throughout the course, we have seen topics and examples that talk about performance and returns, gains and losses. Now, it is time to clarify what all that means and to see how to measure your investment performance.

7 Minutes

See Lesson

We will learn some of the most important strategies to measure and control risk.

5 Minutes

See Lesson

In this section, we will discover some of the best ways to quantify investment risk and compare it to your returns.

7 Minutes

See Lesson

Keep learning and practicing! Welcome to the fourth quiz of the Intro to Portfolio Management Segment. Testing yourself is essential in order to reinforce and retain what you have learned.

2 Minutes

See Quiz

Course 3: Investment Guide & Strategy

The basic structure of our investment plan for success.

3 Minutes

See Lesson

We will discuss all the different traits that define your personality as an investor, which will determine what investment strategy you should follow.

7 Minutes 

See Lesson

Discover the right questions to ask yourself, our top-down approach to creating the perfect portfolio, and how the Capital Market Expectations can help you

7 Minutes

See Lesson

In this section, we will see the three main steps to develop a great strategic asset allocation: Overall, Core, Sub-asset Class.

7 Minutes

See Lesson

In this section, we will discover the right (and wrong) ways to select securities to invest in.

5 Minutes

See Lesson

Keep learning and practicing! Welcome to the second quiz of the How to Invest Segment. Testing yourself is essential in order to reinforce and retain what you have learned.

2 Minutes 

See Quiz

In this section, we will discover how to achieve your optimal portfolio allocation.

5 Minutes

See Lesson

In this section, we will discover what portfolio rebalancing is and we will find out some amazing strategies and tools to do it right.

8 Minutes

See Lesson

In this section, we will learn what brokers are, how to find the best brokers for you, and how a typical account setup works.

7 Minutes

See Lesson

In this section, we will explain what orders are, how they work, what types there are, and what they are used for.

8 Minutes

See Lesson

In this section, we will find out how taxes can affect our investments and a few tricks to help you manage them.

5 Minutes

See Lesson

In this section, we will go over some of the main mistakes starting investors make and how to avoid them.

5 Minutes

See Lesson

Let’s get ready to learn how to analyze the financial wellbeing of companies to identify opportunities.

5 Minutes

See Lesson

Keep learning and practicing! Welcome to the fourth quiz of the How to Invest Segment. Testing yourself is essential in order to reinforce and retain what you have learned.

2 Minutes 

See Quiz

Overview

This amazing course will teach you all you need to know to get started in the world of investing. We start from the very basics, learning what investing really is about. Then, we will progressively guide you through the different investment options and how to use them to your advantage.

We will step it up and learn about investment risks and returns, and how to measure them. Ultimately, you will learn how to create a full investment strategy, how to control your risks, and how to achieve the right investment for you.

It is a really easy and comprehensive crash course on how to get started in the finance world. It is packed with visual content, real-world examples, quizzes and tests.

Completing this course will help you:

Who is the course for?

This course is a perfect starting point for people interested in learning how to invest and how to create an investment portfolio from the ground up. No prior knowledge is required, as it starts from the very basics.

It can also be a great refresher for people that have already started investing and need to jog their memory about a few details.

If you are an experienced investor, this may work for you as well. It is always good to go back to the basics!

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What people are saying

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