Course curriculum
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1
Course Introduction
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Meet Your Instructor
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2
Module 1: Personal Finance Essentials
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Lesson 1: Taking Control
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Lesson 2: Budgeting
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Lesson 3: Paying Yourself First
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Lesson 4: Additional Elements of Personal Financial Agency
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3
Module 2: Financial Goal Setting
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Lesson 2: Fundamentals and Structure
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Lesson 3: Financial Goal Setting in Practice: Short-term Goals
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Lesson 4: Financial Goal Setting in Practice: Mid-term Goals
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Lesson 5: Financial Goal Setting in Practice: Long-term Goals
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4
Module 3: Investing - The Lay of the Land
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Lesson 1: Why Invest
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Lesson 2: Inflation & Other Dangers Posed by Your Savings Account
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Lesson 3: Compound Interest, Volatility, and Basic Market Strategy
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Lesson 4: An Introduction to Stocks
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Lesson 5: Dividends & Voting Rights
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Lesson 6: Big Picture Considerations
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Lesson 7: Stock Metrics
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Lesson 8: Price-to-Earnings (P/E) & Earnings Per Share (EPS)
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Lesson 9: Metric Mania
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Lesson 10: Breaking Down the Dow
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Lesson 11: The S&P 500 and Other Indexes
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Lesson 12: Choosing a Brokerage
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Lesson 13: Why We Recommend TD Ameritrade
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Lesson 14: Market vs. Limit Orders
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Lesson 15: Stop Orders
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Lesson 16: Settlement Timelines
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BONUS LESSON: Creating Your TD Ameritrade Account
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5
Module 4: Investment Diversity
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Lesson 1: Mutual Funds
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Lesson 2: Mutual Fund Management & Expense
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Lesson 3: ETFs
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Lesson 4: REITs
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Lesson 5: Introduction to Bonds
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Lesson 6: Treasuries
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Lesson 7: The Fed, Interest Rates, and Bonds in Action
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Lesson 8: The Factors that Impact the Market
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Lesson 9: Timing the Market
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Lesson 10: Asset Allocation Basics
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Lesson 11: The Right Asset Allocation for You
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Lesson 12: Diversity Among Stocks
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Lesson 13: Reducing Volatility and Establishing Balance
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6
Module 5: Investment Strategy
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Lesson 1: Habits of Successful Retirement Planners
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Lesson 2: IRAs and the Power of Time
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Lesson 3: Stock Screeners
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Lesson 4: Free Cash Flow and Other Screenable Metrics
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Lesson 5: Fundamental Analysis & Beyond
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Lesson 6: Investing Psychology
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Lesson 7: Dollar Cost Averaging
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Lesson 8: Wrangling the Bear Market
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BONUS LESSON: Paper Trading
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7
Module 6: Plays & Players in the World of Investing
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Lesson 1: Options
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Lesson 2: The Speculators Paradise
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Lesson 3: Ethical and Socially Responsible Investing
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Lesson 4: Financial Freedom
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Lesson 5: Financial Advisors
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8
Module 7: Ex-US Investors
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Lesson 1: Overview of the Canadian Stock Market
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Lesson 2: Investing in US Markets from Canada
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9
Module 8: Investing Tools & Platforms
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Lesson 1: Acorns
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Lesson 2: Stash
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10
Resources
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Create Your Free Mint Account
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Create Your Free Robinhood Account & Get a Free Stock (US Only)
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Goal Setting Workbook
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Stock Selection Tool
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Investing Goal Calculator
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Retirement Plan Calculator
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Investing Digital Asset Vault
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Finance Glossary
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Finance Blog
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Intrinsic Value Calculator Plus
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Portfolio Tracker Plus
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Asset Allocator Plus
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