Course Information
Registration period
Year-round Recruitment
Course Level
Study Mode
Duration
4 Hour(s) 54 Minute(s)
Language
English
Rating
Course Overview
The Personal Finance Boss Podcast creators bring you a course on GICs, stocks, bonds, mutual funds & ETFs
This course is a personal finance and investing course for beginners. You will not need any prior investing or financial knowledge to complete this course. In this course, we will go over the most common types of investments and the different characteristics of each one, such as the benefits, risks & the integration into a well rounded portfolio.
For each investment, we will walk you through detailed examples and a step by step guide of how to buy, sell and trade the different securities. By the end of this course, you will be equipped with a full do-it yourself approach to investing while understanding the risks and trad-offs of each investment in order to achieve your financial goals.
Course Content
- 7 section(s)
- 31 lecture(s)
- Section 1 Introduction
- Section 2 Why Should you Save and Invest?
- Section 3 Stocks
- Section 4 Mutual Funds
- Section 5 Exchange Traded Funds
- Section 6 Bonds
- Section 7 Closing: Mutual Fund Portfolio Overview
What You’ll Learn
- Step by Step process on how to buy, sell and transact securities, What are the basic investment options available to investors., Why investing is important, Pros and Cons of each investment vehicle, Knowledge about their finances and a full do it yourself approach, Centralized resource for all types of investments, Live examples of trading from a brokerage house, How to choose your brokerage accounts, How to navigate stock terminology and understand basic metrics, Step by Step guide of comparing mutual funds and ETFs
Reviews
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HHenri Lim
Great contents for first time beginner that wish to learn the basic foundation of personal finance. Julien and Ali are both amazing guys and I would recommend to listen to their podcast. (Your personal finance boss!) Very easy and simple explanation about DIY investing. I can't wait for part two in the near future. Keep up the good work guys and see you guys soon! =D
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VVikas Kumar
I had very little prior knowledge about finance before I started this course, and after going through all the course materiel, I have the confidence to start managing my own finances and making more investment decision on my own. The course is detailed, catered towards to beginners and the two gentleman running the course seem to be very passionate and knowledgeable about the topic, which radiates throughout the lectures. I totally recommend everyone to take the course.
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AAdonna Greaves
So far so good. It solidifies things that I wasn't clear on and now I know and understand what various things mean on the Morningstar fact sheet.
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JJulie Colonna
Ali and Julien are really good at explaining. This is perfect for anyone who has low to medium knowledge in personal finance. They cover everything you should know and give you relatable examples for your best interest. I would highly recommend!
