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Personal Investment Training

Private Lessons

Take advantage of this one of a kind opportunity to privately study with a professional investor to establish your financial knowledge and learn the facts about investing in the stock market.

Overview

Personal Investment Training is a completely unique program, designed to teach novice investors how the capital markets work, how to find good investment opportunities, how to manage your own portfolio and become a self-sufficient, successful investor with insider tips and secrets that only a professional investor could provide.

The course is devised to methodically explain practical investing - incorporating market fundamentals, practical guidelines to disciplined low risk investing, and learning to use free online tools and resources that are indispensable to outstanding trading performance.

The course material is based on our group Course 101. However, with this personalized training, your instructor will work with you to emphasize the areas that interest you the most. One of the main benefits of private tutoring is the personal attention not available from any other educational format. Our professional instructor will work with you at your own pace, concentrating on topics most relevant to your needs.

Feel free to schedule the private sessions to work around your personal schedule and learning strategy. Whether you want to meet with your instructor for eight days in a row, or spread out the sessions over a period of several weeks, is up to you.

Take your financial future into your own hands by acquiring the practical knowledge and secrets of investing through this affordable, customized private training.

Some of the practical tools the students will enjoy:

• Analysis and case studies of current events in the market as they apply to the course material
• Working with trading platforms & technical analysis tools used by Wall Street professionals
• Step-by-step methodical process for screening, evaluating and buying/selling stocks
• Personal attention allows you to concentrate on areas that interest you the most
• Establish a personal relationship with a professional investor, who will serve as a first-hand source of insider tips and practical techniques
• Continual support and a dependable source of information, even after private sessions have ended through email or phone
• Packet of materials and a CD to facilitate further education and the development of your skills
• Access to our Investor Forum, where you can ask questions and exchange ideas with other students

Brief Curriculum:

Part 1: Investing in Stocks
Learn the basics of investing in common stocks and understand the meaning of owning shares in a company, the rights for dividends and voting and learn about different stock types and market sectors.

Part 2: Analyzing Stocks
Learn about the two main approaches to analyzing and evaluating stocks—fundamental & technical analysis. Learn how to use free web tools that will help you in conducting basic analysis of publicly traded companies.


Part 3: Trading Securities
Learn how to buy and sell stocks, how the stock exchanges work, and how to choose a broker.


Part 4: What´s Moving the Markets
The Economy, The Players & The News. Learn how to interpret economic indicators, know the key players in the market and understand how they move it. Learn which important news events you should look for.


Part 5: Introduction to Fixed Income
The basics of bonds, how to invest in them and the affect they have on the stock market.


Part 6: Mutual Funds
How do mutual funds work? The advantages & disadvantages of investing in mutual funds, using ETFs for multiple sectors diversification, and practical guidance for choosing the best fund for you.


Part 7: Portfolio Management, Risk & Psychology
Setting your risk tolerance, building your portfolio, and understanding the psychology of investing.

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Learning Outcomes

At the end of the course you will be able to:

• Find the most promising stocks & identify the stocks you should avoid
• Read technical patterns & indicators and generate buy/sell signals
• Build and track a portfolio of stocks and mutual funds
• Determine your tolerance for risk and learn to avoid common mistakes
• Learn to efficiently use free web tools for research and analysis
• Choose a broker and effectively execute trades

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Agenda

Part 1 - Investing in Stocks Stocks versus other investments, the wonders of compounded interest, cutting the market into sectors and industry slices, investing for the long run. 1.1 Owning company shares 1.2 Why do companies go public? 1.3 Advantages & disadvantages of owning stock 1.4 Types of stocks 1.5 Exploring industries & sectors 1.6 Dividends & stock splits 1.7 The magic of compounding 1.8 Why do stocks perform the best Part 2 - Analyzing stocks Two approaches to analyzing stocks: analyzing growth & value (the fundamental school) and analyzing patterns of price movements (the technical school). 2.1 Fundamental Analysis The income statement The balance sheet Using multiples and financial ratios Understanding value investing principles Influence of company growth on stock performance Sorting out public filings 2.2 Technical Analysis Basic concepts of technical trading What is a trend? Chart types: Close, Bar, Candlesticks Channel lines Bounce & retracement Price gaps Support & Resistance Price patterns Moving averages Recognizing reversals with a candlestick chart Fibonacci Numbers Volume and technical analysis Using the internet to analyze your stocks Part 3 - Trading Securities Learn how to buy and sell stocks, how the stock exchanges work, and how to choose your broker. 3.1 Getting started Price quotes Types of orders Buying on margin Shorting stocks Reading the stock tables 3.2 How to make money at opening and closing 3.3 How does the NYSE work? 3.4 How does the NASDAQ work? 3.5 Using ECNs 3.6 Brokerage Firms—Choosing the right broker for you 3.7 10 Rules for executing better trades Part 4 - What´s Moving the Markets The Economy, The Players & the News. Learn how to interpret economic indicators, know the key players in the market and understand how they move it. Learn what important news events you should look for. 4.1 The Federal Reserve & FOMC 4.2 Major economic indicators & news Consumer confidence, CPI, Beige book Industry-oriented indicators Commodities & Currency price movement 4.3 The key players in the market Insiders Institutions Hedgers & Arbitrage players Individual Investors & Day Traders 4.4 Interpreting Financial News Understanding & using live financial news that moves the market (i.e. CNBC, MarketWatch) “Noise” Versus Newsworthy events 4.5 Key Company Events Earnings surprise & Future Guidance Analyst Upgrades/Downgrades Takeover Bids Part 5 - Introduction to Fixed Income The basics of bonds, how to invest in them and their affect on the stock market. 5.1 Bonds Basics The lifespan of a bond Interest vs. Discount Relationship of price to yield 5.2 Corporate bonds Why companies issue bonds Credit quality & Bond Rating High yield bonds (Junk Bonds) 5.3 Government Bonds Treasuries & T-Bills The yield curve How to read the Gov´t bonds tables 5.4 Bonds yield and other investments Gov´t bonds yield and your mortgage Relationships between Gov´t bonds yield & the stock market Part 6 - Mutual Funds How do mutual funds work? The advantages & disadvantages of investing in mutual funds, using ETFs for multiple sector diversification, and practical guidance for choosing the best fund for you. 6.1 What is a mutual fund? 6.2 The mutual funds market 6.3 ETFs: Concepts and practical investing 6.4 Understanding the mutual funds tables 6.5 Advantages Simplicity & liquidity Diversification & Indexing Management´s edge, Access to research & IPOs 6.6 Disadvantages Hidden costs & impact on performance Hidden risks of fund ownership Impact of fund size on performance 6.7 Choosing the best fund for you What is the right fund for you? Breaking myths of fund´s past performance Using Morningstar´s rating 6.8 Hedge Funds Part 7 - Portfolio Management, Risk & Psychology Setting your risk tolerance, building your portfolio, and understanding the psychology of investing. 7.1 Finding your tolerance for risk 7.2 The Risk/Reward ratio 7.3 Building your portfolio Diversification—practical guide Using asset allocation Measuring your performance Using online portfolio tracking tools 7.4 Investor psychology & discipline 10 Commandments for disciplined investing Identifying your strengths & breaking bad habits Filtering out "expert" opinions

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Special Bonuses for Our Students

Class Material Binder & CD Each student will receive a binder with all class slides and material printed. The printed slides have room to write notes. Also included are class exercises, handouts and a CD with graphics and charts. All material is organized in accordance with the curriculum.

Membership Graduation from our courses does not mean your relationship with us ends. Our graduates will receive access to our special investor forum, where you can ask questions and exchange ideas with instructors as well as other investors like yourself. We will also invite you to participate in our annual conference, free of charge.

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Details & Registration

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