Course curriculum

  • 1

    Course Introduction

    • Meet Your Instructor

  • 2

    Module 1: Personal Finance Essentials

    • Lesson 1: Taking Control

    • Lesson 2: Budgeting

    • Lesson 3: Paying Yourself First

    • Lesson 4: Additional Elements of Personal Financial Agency

  • 3

    Module 2: Financial Goal Setting

    • Lesson 2: Fundamentals and Structure

    • Lesson 3: Financial Goal Setting in Practice: Short-term Goals

    • Lesson 4: Financial Goal Setting in Practice: Mid-term Goals

    • Lesson 5: Financial Goal Setting in Practice: Long-term Goals

  • 4

    Module 3: Investing - The Lay of the Land

    • Lesson 1: Why Invest

    • Lesson 2: Inflation & Other Dangers Posed by Your Savings Account

    • Lesson 3: Compound Interest, Volatility, and Basic Market Strategy

    • Lesson 4: An Introduction to Stocks

    • Lesson 5: Dividends & Voting Rights

    • Lesson 6: Big Picture Considerations

    • Lesson 7: Stock Metrics

    • Lesson 8: Price-to-Earnings (P/E) & Earnings Per Share (EPS)

    • Lesson 9: Metric Mania

    • Lesson 10: Breaking Down the Dow

    • Lesson 11: The S&P 500 and Other Indexes

    • Lesson 12: Choosing a Brokerage

    • Lesson 13: Why We Recommend TD Ameritrade

    • Lesson 14: Market vs. Limit Orders

    • Lesson 15: Stop Orders

    • Lesson 16: Settlement Timelines

    • BONUS LESSON: Creating Your TD Ameritrade Account

  • 5

    Module 4: Investment Diversity

    • Lesson 1: Mutual Funds

    • Lesson 2: Mutual Fund Management & Expense

    • Lesson 3: ETFs

    • Lesson 4: REITs

    • Lesson 5: Introduction to Bonds

    • Lesson 6: Treasuries

    • Lesson 7: The Fed, Interest Rates, and Bonds in Action

    • Lesson 8: The Factors that Impact the Market

    • Lesson 9: Timing the Market

    • Lesson 10: Asset Allocation Basics

    • Lesson 11: The Right Asset Allocation for You

    • Lesson 12: Diversity Among Stocks

    • Lesson 13: Reducing Volatility and Establishing Balance

  • 6

    Module 5: Investment Strategy

    • Lesson 1: Habits of Successful Retirement Planners

    • Lesson 2: IRAs and the Power of Time

    • Lesson 3: Stock Screeners

    • Lesson 4: Free Cash Flow and Other Screenable Metrics

    • Lesson 5: Fundamental Analysis & Beyond

    • Lesson 6: Investing Psychology

    • Lesson 7: Dollar Cost Averaging

    • Lesson 8: Wrangling the Bear Market

    • BONUS LESSON: Paper Trading

  • 7

    Module 6: Plays & Players in the World of Investing

    • Lesson 1: Options

    • Lesson 2: The Speculators Paradise

    • Lesson 3: Ethical and Socially Responsible Investing

    • Lesson 4: Financial Freedom

    • Lesson 5: Financial Advisors

  • 8

    Module 7: Ex-US Investors

    • Lesson 1: Overview of the Canadian Stock Market

    • Lesson 2: Investing in US Markets from Canada

  • 9

    Module 8: Investing Tools & Platforms

    • Lesson 1: Acorns

    • Lesson 2: Stash

  • 10

    Resources

    • Create Your Free Mint Account

    • Create Your Free Robinhood Account & Get a Free Stock (US Only)

    • Goal Setting Workbook

    • Stock Selection Tool

    • Investing Goal Calculator

    • Retirement Plan Calculator

    • Investing Digital Asset Vault

    • Finance Glossary

    • Finance Blog

    • Intrinsic Value Calculator Plus

    • Portfolio Tracker Plus

    • Asset Allocator Plus