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Workshop Description
Designed to introduce you to the language of investing and start you off on the right foot, this 7-session workshop teaches you the lingo of investing, defines different types of investments and how they work, and helps you identify investments that match your goals.
You'll also learn how to find expert help and choose a financial planner and online broker, plus start and monitor a watch portfolio. Whether you feel ready to dive in now or just want to test the waters, the information and support you'll find in this workshop will help get you started.
Requirements
• Pre-requisite: None
Workshop Outline
Lesson 1: Intro to the Stock Market
• Start a workshop notebook.
• Assess your investing savvy.
• Understand the stock market.
Lesson 2: Understanding Market Indices
• What is a market index?
• Major U.S. Indices: Dow, Nasdaq, S&P 500.
• Researching index performance.
Lesson 3: Making Sense of Investment Research
• Understanding quotes & charts.
• Reading & interpreting research reports.
Lesson 4: Choosing the Type of Investment
• Mutual funds.
• Bonds.
Lesson 5: Goal Setting & Asset Allocation
• Identifying your goals.
• Making your asset allocation plan.
• Risk assessment.
Lesson 6: Getting Expert Advice
• Help from investment insiders.
• Finding a financial planner.
• Online brokers.
Lesson 7: Starting Your Watch Portfolio
• Pointers for a perfect portfolio.
• Setting up a watch portfolio.
• Why & how to monitor your watch portfolio.
Lesson 8: Review & Graduation
• Test your investing knowledge.
• View & print your online diploma.
Lesson 9: Alumni Activities
Disclaimer: The information in this workshop and its associated discussion areas is for educational purposes only and is not intended as investment advice. All investors should consult a financial advisor or do their own thorough and independent research before entering into any investment. Please see the ThirdAge Terms of Service.
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