What you'll learn
Create an investment plan and execute effectively
Identify market opportunities and timing of your investments
Understand the history of the stock market
Feel confident discussing complex financial innovations from options trading to cryptocurrencies
Requirements
No financial background necessary.
Description
It's 3 pm on a February afternoon and your bank calls you, "Have you made your RRSP contribution for the year? Mr. Smith, I'd like to help you earn 10 %/year and reduce your taxes by opening a new account. Can I book you in for an appointment next Monday?"I've made that phone call before; I understand your hesitations - maybe you think these returns aren't realistic, the fees are too high, you wonder if I have a conflict of interest, I can't possibly understand your situation - and it all seems too complicated.Forget about the banks managing your money - you can do it better yourself.That's where this course comes in.During this course, we will begin a journey learning all the basics and more about finance from the products (stocks, bonds, mutual funds) to the accounts (TFSA, RRSP, RESP, etc.) to open your first brokerage account and feel confident developing an investment plan and following through on it day in and day out.What I hope you gain from this course is an excellent understanding of how to invest by yourself, understand the role that finance plays in the world, and develop the confidence to develop a plan and stick with it. In addition, we're going to get excited about finance and you will learn how to engage in some intelligent discussions with your friends about stocks, crypto, options trading, developing an opinion on the Central Bank and the State of the Economy and so forth. It will be fun, I promise, and the investment you make in continuous learning is the best you will ever make. Taking this course will also pay you dividends for years to come! By investing by yourself and not through a bank, you will have access to vast investment opportunities at lower fees, easily amounting to a 2% annual difference, which can translate to tens of thousands of dollars over your lifetime.If you've made it this far, don't hesitate, sign up today and let's begin!
Overview
Section 1: Assets, Accounts and Alpacas
Lecture 1 An Overview of a Plethora of Asset Classes
Lecture 2 Broadly Diversify into Mutual Funds and Exchange Traded Funds
Lecture 3 Opening your Own Offshore Tax Haven Account
Section 2: Execution, Execution, Execution: How to get Started and How to Keep Momentum
Lecture 4 Take our your Notepad, We're Creating an Investment Plan!
Lecture 5 Straight Execution
Lecture 6 Walking onto the New York Stock Exchange Floor
Section 3: Bulls, Bears, Bots, Bubbles: Understanding the Stock Market
Lecture 7 A History of Human Evolution, Obsessed by Greed and Ingenuity
Lecture 8 The Players of the Most Exciting Game on Earth
Lecture 9 The Good, The Bad, and The Damn Ugly
Section 4: The Sophisticated Investor: Reading Charts, Newspapers and Financial Statements
Lecture 10 How the Stock Market Works like a Drunken Sailor
Lecture 11 The Man's Horoscopes: Reading the Charts
Lecture 12 So You Think You Found a Good Stock
Lecture 13 Sound Smart with Financial Jargon
Section 5: The Exciting Topics: Options Trading, Cryptocurrencies, Booms and Busts
Lecture 14 Lose It All with Options Trading
Lecture 15 Hacks, Fraud, Rug-pulls and the Future of Money with Cryptocurrencies
Lecture 16 The Mania That Lasted Over 400 Years
Lecture 17 The Everything Bubble
Lecture 18 Gamestop Wont Stop
Lecture 19 Predicting the Future
Beginning Finance Professional that wants to gain a more nuanced understanding of the discipline,Anyone that wants to take control of their own financial planning

Homepage

https://www.udemy.com/course/the-nuts-and-bolts-of-self-directed-investing/