Course curriculum

  • 1

    What you can expect to see

  • 2

    Welcome to the course!

  • 3

    Chapter #1 - The Stock Simulation Game

    • Playing the investment simulation game

    • Executing trades in the game

    • Quiz

    • Monday Chat Session

  • 4

    Chapter #2 - Define your required return using the TVM formula

    • Rate or return calculations

    • Define your required return worksheet

    • Test your learning

    • Monday Chat Session

  • 5

    Chapter #3 - Assess the overall economy

    • Assess the economy - Keeping up with news

    • Assessing the economy - economic indicators

    • Strategic Analysis Qcom

    • Test your learning

    • Monday Chat Session

  • 6

    Chapter #4 - Identify good businesses using strategic and financial concepts

    • Terms to know before tackling the Stock Market

    • Business Life Cycle

    • Identify good businesses strategically

    • Examples of strategic concepts

    • High Growth vs. Consistent and Sustainable Growth

    • Identify Good Businesses Financially

    • Accounting Equations

    • Test your learning

    • Monday Chat Session

  • 7

    Chapter #5 - Identify the price you can pay for businesses in order hit the rate of return you want

    • Types of Risk

    • Fundamental Analysis

    • Stock Valuation Template

    • Test your learning

    • Monday Chat Session

  • 8

    Chapter #6 - Narrow the list to your best ideas

    • Narrow the list

    • Narrow a list of stocks by Technical Analysis

    • Narrow a list of stocks by valuation or fundamental analysis

    • Test your learning

    • Monday Chat Session

  • 9

    Chapter #7 Find the right price point to buy using charts and chart tools

    • Indicators: Technical Analysis

    • Chart Tools

    • Entry Points

    • Test your learning

    • Monday Chat Session

  • 10

    Chapter #8 Establish an exit plan (before you buy the stock)

    • Pros and Cons of Selling

    • Exit Plan - When to Sell

    • Test your learning

    • Monday Chat Session

  • 11

    Chapter #9 Risk management tools

    • The Risk Mangement Process

    • Risk Management methods and strategies

    • Test your learning

    • Monday Chat Session

  • 12

    Chapter #10 - Position sizing

    • Positioning Sizing

    • Position sizing and Portfolio Weighting Video

    • Portfolio Weighting Worksheet

    • Test your learning

    • Monday Chat Session

  • 13

    Chapter #11 - Options

    • Options terminology

    • Combining Options

    • Test your learning

    • Monday Chat Session

  • 14

    Chapter #12 - Controlling emotions

    • Investing with Confidence

    • Quotes about emotions from famous investors

    • Please share your feelings about your experience.

    • End of course Survey

    • Monday Chat Session

Course Begins

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