Two-Day Zoom Course Syllabus: Investing Basics
Course Overview: The Investing Basics course is a concise and interactive two-day program conducted on Zoom, aimed at providing participants with foundational knowledge and skills in investment strategies. This course covers essential concepts, tools, and practical tips to empower individuals to make informed investment decisions.
Course Objective: By the end of this course, participants will be able to:
- Understand key principles of investing.
- Identify various investment options.
- Develop a basic investment plan aligned with personal financial goals.
- Navigate online platforms for investment activities.
Course Audience: This course is designed for beginners and individuals with limited exposure to investing, seeking to build a solid understanding of investment principles.
Course Outcome: Participants will gain confidence in navigating the world of investing, empowering them to make informed decisions and lay the foundation for their financial future.
Career Opportunities with Salaries: While this course doesn’t directly lead to specific careers, the knowledge gained can be beneficial for individuals pursuing roles such as Financial Analyst ($60,000 – $80,000 per year) or Investment Associate ($70,000 – $90,000 per year).
Course Content:
Day 1: Introduction to Investing
- Overview of Investment Principles
- Types of Investments: Stocks, Bonds, Mutual Funds
- Risk and Return in Investments
Day 2: Building Your Investment Plan
- Developing Personal Investment Goals
- Diversification Strategies
- Navigating Online Investment Platforms
Modules:
- Basics of Investing
- Building Your Investment Plan
Class Pacing:
- Two-day course
- Two hours each day
Daily Plans Description:
- Day 1: Foundational Concepts and Investment Types
- Day 2: Setting Goals, Diversification, and Online Platforms
Books:
- “A Random Walk Down Wall Street” by Burton Malkiel
- “Common Sense on Mutual Funds” by John C. Bogle
Learner’s Guides: Provided electronically at the beginning of each day.
References:
- “The Intelligent Investor” by Benjamin Graham
- “The Little Book of Common Sense Investing” by John C. Bogle
Website Links:
Course Tuition: $150 (Includes course materials and resources)
Class Meeting Days: Saturday and Sunday
Instructor: Prof. Michael Rodriguez Email: michael.rodriguez@email.com Phone: (555) 789-0123
PowerPoint Slides: Provided before each session.
Online Resources:
Tools: Financial calculators, investment analysis tools
Licensing: No special licensing required.
Regulations: Complies with local and state education regulations.
Affiliations: Affiliated with the CFA Institute.
Completion Certification: Participants will receive a Certificate of Completion at the end of the course.