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所在平台: Udemy |
课程主页: https://www.udemy.com/course/financial-literacy-investing-101/
课程评论：没有评论
**课程名称：** 财务素养与投资入门 (Financial Literacy & Investing 101) **课程概述：** 本课程旨在帮助学习者实现财务稳定，制定摆脱月光族困境的“游戏计划”。课程目标是培养财务素养，并对股市建立扎实的理解。请注意，本课程并非关于快速致富，而是需要付出努力和奉献。如果您在寻找具体的股票推荐或买卖建议，本课程不适合您。 本课程汇集了作者通过阅读和研究历史上最成功的投资者的所有知识，将这些伟大头脑的知识、建议和可靠的过往记录，与作者的个人经验相结合，提供了一门简单易懂的课程。 **课程结构：** * **第一章：引言** * 强调为金钱制定“游戏计划”的重要性。 * 内容包括：制定预算、理解你的“为什么”、金钱的力量以及“世界第八大奇迹”——复利。 * **第二章：术语** * 介绍投资之旅前必须掌握的关键股市和金融术语。 * 强调学习股市术语的重要性，许多新手投资者忽视这一点，将导致金钱损失。 * **第三章：在哪里投资？** * 探讨可用于投资的不同账户类型和券商。 * 讨论所有可用选项，包括个人账户、退休账户、托管账户、机器人顾问等。 * 分析各类账户的优缺点，并确定最适合您需求的账户类型。 * **第四章：投资什么？** * 涵盖投资者可用的所有不同投资选项。 * 讨论债券、股票、共同基金、ETF、REITs、贵金属等。 * **第五章：投资方式** * 打破“投资需要大量资金”的常见误解。 * 介绍两种主要的投资方式：美元成本平均法 (Dollar cost averaging) 和一次性大笔投资法 (Lump sum investing)。 * **第六章：构建投资组合** * 阐述风险承受能力和年龄在资产配置中的关键作用。
This course is about helping people become financially stable, meaning we will help you develop a game plan to break free of living paycheck to paycheck. The goal is to develop financial literacy and gain a strong fundamental understanding of the stock market. Make no mistake, this isn't about getting rich quick, this will take hard work and dedication. If you are looking for specific stock recommendations or buying advice, this is not the course for you.This course is a culmination of all the knowledge I have gained by reading and studying the most successful investors of all time. I take the knowledge, advice and proven track records of the greatest minds in investing, melt it all together with my personal experiences to provide you a simple course that is easy to understand.This course is going to be broken down in several chapters.Chapter 1. The Introduction: It is so important to have a "Game plan" for your money.This chapter is a course introduction were we discuss creating a budget, understanding your "why", the power of money and the 8th wonder of the world….. compound interest.Chapter 2: Terminology: I talk about all the key stock market and finance terms you must know before beginning your journey into the world of investing. Understanding stock market terminology is so important, many new investors do not take the time to learn these and it is going to cost you money!Chapter 3: Where to invest?: In this chapter I discuss the different type of accounts and brokerages you can use to invest. We discuss all of the options available to you whether it be personal, retirement, custodial, Robo-advisors, etc. The upside and downside to all of these accounts and determining which type of account fits your needs.Chapter 4: What to invest in? In this chapter we cover all the different options available to investors. We will discuss Bonds, stocks, mutual funds ETFs, REITS, precious metals and more.Chapter 5: Ways to invest: There is a common misconception that you need large amounts of money to invest, this is simply not true. In this chapter we discuss the two main options available to you when it comes to investing. Dollar cost averaging and Lump sum investing.Chapter 6: Creating a portfolio: In this chapter I will talk about how important risk tolerance and age play a key part in asset allocation.
