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Are You New to Investing?

Uncover your unique investment persona in this engaging mini-course, "What Type of Investor Are You?"  In today's dynamic financial landscape, understanding your investment style is crucial.

Whether you're aiming to build wealth, save for retirement, or achieve specific financial goals, tailoring your approach to match your personality, risk tolerance, and financial objectives is key to success. 

In this concise yet comprehensive mini-course, you will embark on a journey of self-discovery and financial empowerment. Guided by seasoned investment experts, you will learn about investment vehicles available to you such as stocks, mutual funds, and ETF's.

Curious About What Investing Style Makes The Most Sense For You?


Course curriculum

    1. Introduction to the Course

    2. Pre - Knowledge Survey

    1. What Does It Mean To Invest?

    2. Why You Should Invest!

    3. Compound Interest Explained

    1. An Introduction to Passive Investing

    2. Investing Personality Quiz

    3. Are you an Active, or Passive Investor??

    4. How I Passively Managed My Personal Portfolio

    5. Passive Investing

    6. Passive Investing Summed Up

    1. What is Active investing?

    2. The Advantage of Active Investing

    3. Active Investing (Typeform)

    4. Active Investing (Continued...)

    1. Advantages Of Passive Investing

    2. Advantages Of Active Investing

    3. Growth and Value Investing

    4. What Are Dividends?

    1. Passive vs Active investing Test

About this course

  • Free
  • 22 lessons
  • 0.5 hours of video content

What You'll Learn

  • Crafting Your Investment Strategy

    Consider long-term vs short term goals and strategies while exploring various asset classes, such as stocks, mutual funds, and ETF's to determine the right mix for your portfolio.

  • Discover Your Investment Personality

    Be introduced to how your personal values, goals, and risk tolerance shape your investment decisions.

  • Investment Vehicles

    Gain insight into different investment vehicles and strategies that align with various investor profiles and begin to understand where you might fall on the investor spectrum.

Social proof: reviews

5 star rating

Great tips for a new or even a current investor

Chichi O

This mini course was a great introduction to teaching me what type of investor I am and can be in the future. I started investing a couple years ago but I de...

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This mini course was a great introduction to teaching me what type of investor I am and can be in the future. I started investing a couple years ago but I definitely didn't know all the information that this mini course gave me. It gave me a peek into what the risks were with different types of investing but also the benefits. I'll definitely get the full course so I can further grow as an investor in this economy!

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5 star rating

Awesome!!

Reaghan Miller

This was SUPER helpful! Thank you so much!

This was SUPER helpful! Thank you so much!

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New to investing? Start with you.

This course helps you understand your mindset, risk tolerance, and strategy.

Discover Your Style