Investing Fundamentals

Investing basics in a bite-sized format

ENROLL IN THIS COURSE

Course curriculum

1. It's Time to Rallie!
2. Housing-keeping items
3. How to use this course
1. Why you should invest
2. Saving vs. investing
3. What's compound interest?
4. Why invest now?
5. Key takeaways + assignment
1. Things to do before investing
2. Create a budget
3. Set financial goals
4. Build an emergency fund
5. Pay off (bad) debt
6. Key takeaways + assignment
1. Asset classes and types of investment
2. What's an investment?
3. What are asset classes?
4. What are securities?
5. Key takeaways
6. Quiz
1. Buying and selling in a stock market
2. What's a stock market?
3. How do people make money in a stock market?
4. What are capital gains?
5. Key takeaways + assignment
1. Basic investing strategies
2. Diversifying
3. Dollar-cost averaging
4. Buying and holding
5. Key takeaways
1. Opening a brokerage account
2. What's a brokerage account and broker?
3. Navigating brokerage fees
4. What's a robo-advisor?
5. How to choose a broker and open an account
6. Key takeaways
1. Investment accounts and reducing fees
2. Investment accounts
3. Registered Retirement Savings Plan (Canada)
4. Tax-free Savings Account (Canada)
5. Registered Education Savings Plan (Canada)
6. Individual retirement accounts (U.S.)
7. 529 savings plans (U.S.)
8. Taxes on capital gains (Canada
9. Taxes on capital gains (U.S.)
10. Key takeaways + assignment
1. Feedback survey

Before investing, it's best to learn the basics. This course provides a high-level overview of everything from setting money goals, to building your investment strategy, and opening a brokerage account.