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
    • Register For Beta Access to the Beam Savings Account
    • Create Your Free Robinhood Account & Get a Free Stock (US Only)
    • Goal Setting Workbook
    • Stock Selection Tool
    • Asset Allocator Plus™
    • Portfolio Tracker Plus™
    • Intrinsic Value Calculator Plus™
    • Investing Goal Calculator
    • Retirement Plan Calculator
    • Investing Digital Asset Vault
    • Finance Glossary
    • Finance Blog