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Learn To Invest In 7 Steps

Grow your wealth by learning how to invest in stocks, ETFs and funds. Taught by a former institutional portfolio manager
4.6 (11 ratings)
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122 students enrolled
Created by J. David Stein
Last updated 10/2014
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  • 3 hours on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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Do you want to start investing but have no idea where to begin?

The best way to learn to invest is by actually investing. You don't need thousands of dollars to start investing on your own. You can begin investing with less than $100

In this course, I share 7 steps you can follow to start investing today. These same steps will allow you to continually increase your investment knowledge as your wealth grows.

I'm a former institutional money manager who spent over 15 years investing billions of dollars for institutions and high net worth individuals. I've also researched and been mentored by some of the smartest money managers in the business, including top tier hedge funds.

Like you, I started out not knowing how to invest. By following the steps I teach in this course, I not only learned how to invest, but I became a professional money manager and Chief Investment Strategist for a $30 billion investment advisory firm.

This course follows the same teaching method I use in my popular personal finance show Money For the Rest of Us, the iTunes top-10 ranked podcast with over one hundred 5-star reviews.

Similar to my weekly show, this course is filled with real-world examples, stories and personal experiences to help you internalize the investment principles.

And I'll share insights from some of the smartest investors I know.

Finally, I use screen recordings to show you actual trades and tools I use to implement the 10 steps.

Curious and want to get a sense of my teaching style and whether the course is worth your time? Then listen to the introductory video and the first lesson for free.

Who is the target audience?
  • This investing course is meant for beginners who have not invested on their own except through employer sponsored savings plans. No prior investing knowledge is needed. This course is probably not for you if you already invest extensively on your own.
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What Will I Learn?
Understand the basics of how to invest.
Open a brokerage account and begin investing your own money in stocks, ETFs, mutual funds and closed end funds.
Establish a pattern of investing that will allow you to to continue to grow your investment knowledge and build your wealth.
Gain insight to who professional money managers, sophisticated institutions and wealthy individuals invest.
View Curriculum
  • No materials or software needed. It would be helpful to have a little bit of savings that you can use to start investing, but it is not required.
Curriculum For This Course
Expand All 21 Lectures Collapse All 21 Lectures 03:10:31
1 Lecture 07:51

A brief overview of the 7 steps and how learning to invest is a journey.

Preview 07:51
Learn To Invest Step 1 - Open A Brokerage Account
4 Lectures 25:20
In this lecture, you will learn why you need to open a brokerage account to invest and what criteria should you consider in selecting a broker.
Preview 08:44

In this lecture, you will learn what information is required to open a brokerage account and how to fill out a new account form. This is a screencast of the account opening process.

Step-by-step Example of Opening a Brokerage Account

In this lecture, you will review a screencast of a simpler account opening process.

Opening A Brokerage Account With No Minimum Account Size

In this lecture, you will learn the methods for funding a brokerage account.
How To Fund Your Brokerage Account After It Is Open
Learn To Invest Step 2 - Buy A Stock
2 Lectures 25:09
In this lecture you will learn what stocks are, why companies issue stock, how stocks trade, what is the buy side and sell side, what is the intrinsic value of stocks and what are the two main stock investment philosophies.
What Are Stocks and How Do They Trade

In this lesson, you will learn about resources you can use to find stocks and watch a live example of buying a stock using a limit order.
Step-by-step Example of Finding and Buying A Stock Using A Limit Order
Learn To Invest Step 3 - Buy An Exchange Traded Fund ("ETF")
2 Lectures 18:08
In this lesson, you will learn the unique characteristics of ETFs and ETNs and the innovative way ETFs ensure their market price stays in line with the value of the holdings held by the ETF.
What Is The Difference Between an ETF and an ETN. How Are New ETF Shares Created

In this lesson, you will learn a source for screening for ETFs and watch a live example of buying an ETF with a limit order.
Step-by-step Example of Finding and Buying an Exchange Traded Fund
Learn To Invest Step 4 - Buy A Closed End Fund
2 Lectures 22:31
In this lesson, you will learn the difference between open end mutual funds and closed end funds. You will also learn the unique characteristics of closed end funds and why they shouldn't exist, but because they do how they present an investment opportunity.
What Are Closed End Funds and Why Their Flawed Structures Work In Your Favor

In this lesson, you will learn a source for screening for closed end funds and watch a live example of buying a closed end fund.
Step-by-step Example of Finding and Buying a Closed End Fund
Learn To Invest Step 5 - Build Your Network of Experts and Mentors
3 Lectures 25:14

In this lesson, you will learn where to find virtual investing mentors. I also share a few of my top investing mentors.

What Are Sources So You Can Learn To Invest From Virtual Mentors

In this lesson, you will learn specific investment insights from two of my investing mentors, Seth Klarman and Howard Marks.

Mentor Spotlight: Seth Klarman and Howard Marks

In this lesson, you will learn investing insights from two more of my investment mentors: Ned Davis and Jeremy Grantham

Mentor Spotlight: Ned Davis and Jeremy Grantham
Learn To Invest Step 6 - Focus On Asset Classes
5 Lectures 55:29
This lesson explores how investment managers research individual securities and why you might want to focus on asset classes instead of individual stocks and bonds.
Why Focus On Asset Classes

This lesson introduces specific rules of thumb for researching asset classes and why they are superior to complex manual calculations.

What Factors To Consider When Analyzing Asset Classes

This lesson explores why asset class valuations are critical to investment success. Specifically, it introduces the cyclically adjusted price-to-earnings ratio (or CAPE) and shows how subsequent stock returns are related to the beginning valuation.
Asset Class Valuations

This lesson explores market internals, such as trend, momentum and sentiment, that can be used to help determine the optimal time to invest in an asset class.
Asset Class Timing

This lesson explores how to allocate your investment portfolio between asset types such as stocks, bonds, real estate and other asset categories.

Asset Allocation
Learn To Invest Step 7 - Keep Experimenting
1 Lecture 05:59
This lesson discusses the anchors to focus on when learning to invest.
Keep Experimenting
1 Lecture 04:50

This lesson summarizes what was covered in the course and where to go to continue to learn more about investing.

About the Instructor
4.6 Average rating
11 Reviews
122 Students
1 Course
Money For the Rest of Us & Retired Portfolio Manager

David is a former Chief Investment Strategist and professional money manager. He hosts the popular personal finance show, Money For the Rest of Us, a Top-10 iTunes Ranked Investing Podcast over100 5-star reviews.

He teaches individuals about money, investing and the economy on his weekly podcast as well as on the Money For the Rest of Us Hub.

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