Personal Finance
& Investing Curriculum

An overview of your investment options, from CDs to stocks.

• 1-01 Understanding Investment Choices
• 1-02 Bank and Credit Union Products”
• 1-03 Certificates of Deposit (CDs)
• 1-04 Stocks
• 1-05 Mutual Funds
• 1-06 ETFs (Exchange-Traded Funds)
• 1-07 Bonds
• 1-08 Commodities
• 1-09 Gold and Other Precious Metals
• 1-10 Foreign Currency and Foreign Stocks
• 1-11 Real Estate
• 1-12 Recent Performance of Investments
• 1-13 Resources

Learn why the market moves and how to interpret its cycles.

• 2-01 What Are Stock Exchanges?
• 2-02 A History Lesson – Wall Street
• 2-03 Other Stock Exchanges
• 2-04 Public versus Private Companies & IPOs versus Secondary Market Securities
• 2-05 Market Timing and Moving
• 2-06 Bull vs. Bear Markets
• 2-07 The Danger of Trying to Time the Market
• 2-08 Brokers and How to Choose the Right Ones
• 2-09 Why Stocks Are a Good Choice For Investing
• 2-10 Buying Individual Stocks Versus Investing in Mutual Funds
• 2-11 Resources

Understand stock quotes, ticker symbols, and order types.

• 3-01 How to Look Up a “Ticker Symbol”
• 3-02 Understanding Stock Quotes
• 3-03 Types of Orders-Market, Limit, Stop
• 3-04 Types of Order Terms
• 3-05 Buying on Margin
• 3-06 Short Selling?
• 3-07 How to Record Gains and Losses
• 3-08 Set Goals and Targets
• 3-09 Resources

Learn how to balance rick & reward with your financial goals.

• 4-01 Risk, Reward, and Diversification
• 4-02 Measuring Risk: The Sharpe Ratio
• 4-03 Buying Stocks that you Know
• 4-04 Meet Warren Buffet
• 4-05 Meet Peter Lynch
• 4-06 Stock Screeners
• 4-07 Resources

Learn when to hold, when to sell, and how to take profits.

• 5-01 Ride Your Winners
• 5-02 Don’t Fall in Love With Your Stocks
• 5-03 Never lose more than 10%
• 5-04 Diversify, Diversify and Diversify
• -05 Know When to Hold’em, Know When to Fold’em
• 5-06-watch-volume
• 5-07 Keep to Your Exit Strategies
• 5-08 Resources

Learn to research a stock’s underlying business and value.

• 6-01 Information: 10-Ks, 10-Qs, and 8-Ks
• 6-02 The Income Statement-An Introduction
• 6-03 Operating Income, EBITDA and Net Income
• 6-04 Understanding Cash Flow Statements
• 6-05 EPS, PE Ratios, Cash Flow per Share and ROE
• 6-06 Revenue and Earnings Estimates
• 6-07 Balance Sheet
• 6-08 Management
• 6-09 New and Improved Products?
• 6-10 Competition
• 6-11 Resources

Learn to analyze price and volume to identify key market trends.

• 7-01 How to Read Stock Charts
• 7-02 Cup with Handle
• 7-03 Head and Shoulders
• 7-04 Breakouts
• 7-05 Double Bottom
• 7-06 Trendlines
• 7-07 Wedges and Flags
• 7-08 Candlesticks
• 7-09 MACD
• 7-10 Fibonacci Ratios
• 7-11 Moving Averages
• 7-12 Relative Strength Index (RSI)
• 7-13 Support and Resistance
• 7-14 Bollinger Bands
• 7-15 Resources

Learn to navigate market hype, bubbles, and popular trends.

• 8-01 Manias, Bubbles, and Crashes
• 8-02 Day Trading
• 8-03 Swing Trading
• 8-04 Penny Stocks
• 8-05 Buy and Hold
• 8-06 Growth at a Reasonable Price (GARP)
• 8-07 Insider Transactions
• 8-08 Short Squeeze
• 8-09 – Cryptocurrency Trading
• 8-10 ESG Investing
• 8-11 Resources

Learn when to use call & put options, and why investors use them.

• 9-01 What Are Options?
• 9-02 Call Options
• 9-03 Put Options
• 9-04 Making Your First Option Trade
• 9-05 Writing Covered/Naked Calls
• 9-06 Volatility
• 9-07 Implied Volatility
• 9-08 Option Pricing – Black-Scholes Model
• 9-09 Put Versus Call Interest
• 9-10 Resources

The dos and don’ts for long-term investing success.

• 10-01 Ten Keys to Remember
• 10-02 Ten Mistakes to Avoid
• 10-03 Staying Informed
• 10-04 Practice, Practice, Practice
• 10-05 Develop an Investing Strategy That Feels Right for You
• 10-06 Summary