Two-Day Zoom Course Syllabus: Easy Steps to Asset Accumulation

Course Overview: The “Easy Steps to Asset Accumulation” course is a comprehensive program conducted on Zoom, spanning two days and two hours each day. This course is designed to guide participants through the fundamental principles of wealth accumulation and investment strategies.

Course Objective: By the end of this course, participants will be able to:

• Understand the principles of asset accumulation.
• Evaluate various investment options.
• Develop a personalized strategy for wealth building.
• Mitigate risks associated with asset accumulation.

Course Audience: This course is suitable for individuals at all levels of financial literacy, including beginners, those interested in building wealth, and individuals seeking to enhance their investment knowledge. The course accommodates both local (USA) learners on Mondays and Wednesdays, Tuesdays and Thursdays, and international learners on Saturdays.

Course Outcome: Participants will leave the course equipped with the knowledge and skills to make informed investment decisions, leading to effective asset accumulation and long-term financial success.

Program Partners: This course is delivered in collaboration with financial advisors, investment experts, and representatives from financial institutions.

Career Opportunity with Salaries: While this course does not guarantee specific careers, individuals with expertise in asset accumulation may explore roles such as Financial Planner ($60,000 – $100,000 per year) or Investment Analyst ($70,000 – $120,000 per year).

Course Content:

Day 1: Foundations of Asset Accumulation

• Understanding Asset Classes
• Investment Strategies for Beginners
• Risk Management in Investments

Day 2: Advanced Asset Accumulation Strategies

• Diversification and Portfolio Management
• Real Estate and Alternative Investments
• Retirement Planning for Wealth Accumulation

Sections:

1. Foundations of Asset Accumulation
2. Advanced Asset Accumulation Strategies

Modules:

Foundations of Asset Accumulation:

1. Understanding Asset Classes
2. Investment Strategies for Beginners
3. Risk Management in Investments

Advanced Asset Accumulation Strategies:

1. Diversification and Portfolio Management
2. Real Estate and Alternative Investments
3. Retirement Planning for Wealth Accumulation

Class Pacing:

• Two-day course
• Two hours each day

Daily Plans Description:

• Day 1: Understanding Basics and Developing Investment Strategies
• Day 2: Implementing Advanced Strategies and Retirement Planning

Books:

• “The Intelligent Investor” by Benjamin Graham
• “Common Sense on Mutual Funds” by John C. Bogle

Learner’s Guides: Provided electronically at the beginning of each day.

References:

• “A Random Walk Down Wall Street” by Burton G. Malkiel
• “The Four Pillars of Investing” by William J. Bernstein

Website Links:

• Morningstar – Investment Research
• Investopedia – Investing

Course Tuition: $250 (Includes course materials and resources)

Class Meetings:

• Mondays and Wednesdays: 7:00 PM – 9:00 PM Eastern Standard Time (USA learners)
• Tuesdays and Thursdays: 7:00 PM – 9:00 PM Eastern Standard Time (USA learners)
• Saturdays: 10:00 AM – 1:00 PM Eastern Standard Time (International learners)

Instructor: Prof. Emily Turner Email: emily.turner@email.com Phone: (555) 123-4567

PowerPoint Slides: Provided before each session.

Online Resources:

• Yahoo Finance
• Investor.gov – U.S. Securities and Exchange Commission

Tools: Investment calculators, retirement planning tools

Licensing: No special licensing required.

Regulations: Complies with local and state education regulations.

Affiliations: Affiliated with the Financial Planning Association.

Completion Certification: Participants will receive a Certificate of Completion at the end of the course.

Registration Links: Course Registration