Basic Stock Trading & Financial Literacy for the Rest of Us
3.6 (17 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
86 students enrolled

Basic Stock Trading & Financial Literacy for the Rest of Us

Creating an investment lifestyle and a stock investment portfolio for the beginner who wants to know where to start
3.6 (17 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
86 students enrolled
Last updated 8/2019
English [Auto]
Current price: $13.99 Original price: $19.99 Discount: 30% off
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This course includes
  • 1.5 hours on-demand video
  • 1 downloadable resource
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What you'll learn
  • Articulate acceptable risk based in knowledge of investment options.
  • Outline the components of a solid financial foundation.
  • Explain two ways to make money in the stock market.
  • Identify trading services and costs prior to buying stocks.
  • Review Sectors, Companies, and Sources for stock buying information and insight.
  • Determine an investment strategy that fits financial goals.
  • You should already be aware of the stock market importance or opportunity.
  • You should take some time to familiarize yourself with your own financial position and mindset.
  • Consider what keeps you and others from investing in the stock market.

This is about getting started when you don't know where to start. It answers the question, "What do I do to start?" It's better than the advice I was given by my bank. They told me to wait. I missed out on Google, Amazon, Netflix, and others through their advice. I decided I wouldn't miss out on Facebook when their IPO launched. That's where I learned how much I was missing.

This training is basic enough to address those Frequently Asked Questions about getting started while detailed enough to answer the questions so that you can act on them. Second, it starts with getting your financial house in order to make sure you can sustainably afford to invest.

When this training refers to “the rest of us,” it is referring to those of us who did not grow up with the habit of investing, the goal of wealth creation, and the experience of legacy. This training is for people who are looking to make their first $100,000 not their next million.

While some financial trainers are telling you not to get into debt, and not to take risks. They are neglecting to tell you how some of the richest and most successful people who CAME FROM NOTHING used debt and risk to their advantage.

The course explains the basic terminology for stock investing, online trading services, and how to inform yourself about purchases. It's everything you need to know, but have been misinformed about. Even clients who had family members invested have benefited from the explanations provided in this course.

The course is structured into lessons including the all-important:

  • Overcoming risk and fear with knowledge of investment options.

  • Ensuring a solid financial foundation.

  • Explanation of ways to make money in the stock market.

  • Exploring trading services.

  • Pinpointing the costs of creating a stock trading account.

  • Reading stock information, evaluating companies, and staying up to date on with stock buying information and insights.

  • Determining an investment strategy that works for YOU.

Take this course because you realize that your money could be making money for you.

Who this course is for:
  • DO ENROLL: People who want to know the basics of risk, buying, and making money in the stock market.
  • DO ENROLL: People who have money in the bank unhappy with the return on their investment.
  • DO ENROLL: People who are curious about the market and how it works as an investment vehicle.
  • DO NOT: If you want to know about advanced techniques like buying on margin or options trading.
  • DO NOT: If you recently fired your broker and are looking for a place to stash you $1 mil in assets.
  • DO NOT: If you want to learn about day trading and other quick turnover techniques.
Course content
Expand all 17 lectures 01:29:41
+ Introduction and Who is Us?
1 lecture 06:02

This lecture covers the reason for this training and why it is better for YOU...specifically YOU. It describes the ideal student as one who is tired of losing out on opportunities, but one who does not have thousands of dollars to invest.

Preview 06:02
+ Overview of Risk
1 lecture 10:08

Presents 4 reasons that people don't invest in the stock market. Each of the four are presented as fears with solutions to change your money mindset. Your approach to money can hold you back. Learn a wealthier way.

Reasons Why People Don't Invest in the Stock Market
+ Financial Home
5 lectures 12:47

A brief case study about one financial coaching client who was excited about investing but did not have her financial house in order. The introduction highlights some typical ways we utilize money without plans and priorities.

Preview 01:56

Describes the elements of a complete, 12-month financial budget and the reporting discipline needed for tracking and predicting discretionary income. A blank budget for use with a spreadsheet program is provided for download.

Foundation: Household Budget

Describes two of the ways that we waste money through our poor understanding of the meaning and implementation of Saving and Financial Viability. Credit can be a way to "save" money from being spent unnecessarily. Managing debt-to-income will result in less money going to service debt.

First Floor: Credit & Debt-to-Income Ratio

Discusses the differences between types of income and tips for ensuring a financial future through identifying money for investments. The need for discipline, clear plans, and balance with FUN are discussed.

Second Floor: Income

The financial home analogy is completed with a brief discussion of the attic, which sets the stage for the rest of the training. Though the attic is important for the home, it does not make the house. Investing is similar.

Attic: Investments
+ Making Money with Stocks
1 lecture 03:51

Discusses the two basic ways that you make money from stock investments. The purpose is to re-educate some of the misinformation about wins and loses in stock investing.

Preview 03:51
+ Trading Portals and Robin Hood Sign-up Walk Through
4 lectures 27:58

Discusses how do you get started with trading including what websites you may choose from. The considerations in your choice are preference, type of investor you are, review of fees, and tools available. The lesson also defines some of the terms expected on the trading service portals.

Stock Trading Portals and Definitions

I noticed Robin Hood from advertisements and a couple of friends and decide to try it out. I walk you through with me as I open the site for the first time and register to use it. Notice that you don't always need to know everything as you prepare to invest on a platform. Read and understand what you are getting into.

Robin Hood Sign-Up

Funding my account was easier than I anticipated. Robin Hood has a "Login to Your Account" feature for connecting to your bank. You can bring in the account and use it with the site. They also give you instant access to funds assuming you pass the credit check.

Robin Hood Funding My Account

My first purchase went through. I show you how the process was and what happens when you purchase on a day the market is closed. In this case, I purchased on Saturday. Note also that Robin Hood asked some additional questions I did not include in the video. Most were repeats of the registration questions.

Robin Hood Making My First Purchase
+ Stock Fundamental Skills
4 lectures 20:00

Discusses how getting informed about stocks is just like reading. Reading sectors, companies, and sources prepares you to develop, inform, and maintain your investment strategy.

Introduction to Stock Buying: Fundamentals

Discusses the economic sectors of the economy and how they indicate companies to invest in. This allows you to comprehend the market and how it is organized.

Reading Sectors

Discusses techniques for researching companies utilizing Reading companies is useful to determining stocks that represent your interests. This lesson also walks you through evaluating companies.

Reading Companies

Distinguishes between partial, impartial, and regulators sites providing information on companies, commodities, and policies that could impact stock prices. Discusses how and with what discretion to follow trends. The point is to establish a strategy for staying informed.

Reading Sources
+ Stock Picks...Almost. But Mostly Investment Strategy
1 lecture 08:55

Discusses how your strategy for stock purchases determines your choices. Along the way, some familiar stock picks are discussed. An emphasis is placed on diversifying based on an awareness of sectors and the supportive network represented by the companies in the economy at large.

What to Buy