Jessica Perrone – Investing For Beginners
This course is designed for beginners who want to learn the fundamentals of investing. During this program, you will learn a variety of topics that will help you make more informed investment decisions.
- We’ll ditch the scary jargon and break down risk into bite-sized pieces. You’ll discover your own unique “risk tolerance,” that sweet spot where your financial goals and comfort level meet. No more FOMO-driven investments or playing it too safe!
- Think of your risk profile as your financial fingerprint. We’ll use interactive quizzes and real-life scenarios to help you understand how comfortable you are with different investment options. Are you a rock-solid “conservative” investor seeking stability, or a curious “adventurer” ready for some thrilling market rides? Knowing your profile empowers you to make informed decisions you can sleep soundly on.
- I’ll help you decode financial advisors, robo-advisors, and retail brokerage accounts – weigh their pros and cons to find your perfect investment home.
What You’ll Learn In Investing For Beginners
Welcome!
- Investing for Beginners
- How to Get a Higher Return!
How are you feeling?
- Feeling “bullish”
- Are you invested?
- Are you prepared to invest?
- I have my ducks in a row. What’s Next?
- Putting Your Surplus to Work
Winning With Consistency + Long Term Strategy
- Introduction to Dollar Cost Averaging
- Real Life Dollar Cost Averaging
Your Attitude Towards Risk
- Risk Assessments & Risk Profiles
Introduction to Investing Accounts
- Before We Begin
- Tax Advantage vs. Taxable Investing Accounts
- Self Directed vs. Managed Investing Accounts
- Online Retail Brokers, Robo-Advisors and Financial Advisors
- PROs and CONs of Online Retail Brokers
- Self-Directed vs. Manage Investing Analogy
- PROs and CONS of Financial Advisors
- PROs and CONs of Robo-Advisors
- Benchmarking Your Investments
- How to Find A Woman Friendly Financial Advisor
Summing it All Up
- Wow! You’ve Learned A Lot!
- Finals Words From Jessica
Sale Page: Jessica Perrone – Investing For Beginners