Financial Investment

Course Description

This course will help you demystify the stock market and start making money!  Everyone yes, everyone is sure to find something suitable in the stock market to invest in. It doesn't matter if you are looking for a very safe investment to protect your nest egg or a risky investment with a huge potential to make a killing! Everyone finds themselves along that spectrum and will discover that the stock market has investments for people who want to protect their savings and for people who want to grow their savings.

What Do Participants Learn?

How stocks are categorized from Growth and Income to Market Cap to Stock Sectors.

Understanding Risk and free tools to help you determine your risk profile and how to easily determine the risk and volatility of any stock using concepts such as Standard Deviation and Beta

What types of stocks to buy from a basket of Individual Stocks, Stock Mutual funds, Exchange Traded Funds (ETF) or a combination of each.

Key strategies you can use such as Value Investing, Growth Investing, Dividend Investing, Growth at a Reasonable Price (GARP) and more.

How to easily evaluate a stock using both Qualitative and Quantitative information.

How to use the top ratios to help determine if a stock is a good choice. Very easy and no calculations are required and you will be shown where to find the information for free.

 Demonstration of FREE Basic and Advanced Stock Screeners so it is easy to narrow the choices for more research and find great stocks.

Demonstration where we buy stocks in areas such as a Growth Stock, Dividend Stock, Value Stock...so you can see step-by-step the tools the instructor uses and the thought process when evaluating stocks that you can use for your own future choices.

The actual mechanics of buying a stock from an overview of Brokers, Online Discount Brokers such as eTrade and TD Ameritrade to Financial Planners even newer automated Robo-Financial planners such as Wealthfront and Betterment.

How to actually place a stock order such as Market Orders and Stop Loss Orders plus others so you can take advantage of the best way to actually place a stock order for you.

Unusual situations you can take advantage of such as Initial Public Offerings (IPO), Stock Splits, Stock Buybacks, Spinoffs,and more...

Techniques to reduce taxes and fees so you can keep more money for you.

Key Action Steps you can take to get started applying what you have learned.

Who Should Attend?

This course is perfect for the Beginner or Newer Investor who wants to learn all the key practical aspects when investing in stocks as they will become an expert by the end of the course.

It is excellent for more experienced investors who want to improve their skills, learn new insights, or gain more confidence when it comes to investing in stocks.

What Will the Learning Experience Include?

Phase: 1

Introduce

• Comprehensive pre-program activities include:
• Web-based information forms & surveys completed by attendee.
• Direct consultation with the attendee about the expectations.

• During the training, participants engage in data, activities, and conversations that lead to insight and knowledge.
• Participants learn from expert trainers who have both academic and business experiences.
• Highly applicable training content & instructive activities for adding depth to training topics.
• **A half-day site visit for integrating the experience & plan next steps. Opportunities to provide connections, ideas & support.

Phase: 2

Explore & Practice

Phase: 3

Apply

• Apply & sustain the learning experience by using this ongoing support:
• To ensure participant has new skills or behavior progress.
• Optional, fee-based mentoring & coaching with the trainer.
• Training materials & additional documents (e-books, pdf files, presentations and articles)

• Evaluate your training experience by giving us feedbacks and help us to reach our organizational goals.
• Participant's Evaluation
• Trainer's Evaluation

Phase: 4

EVALUATE