
How to Invest and Build Your Retirement Portfolio Comprehensive Financial Plan
Next Session: TBD Now that you've taken How to Invest in the Stock Market, it's time to create your financial plan! You must complete Part 1 and Part 2 prior to starting this course. Build Your Wealth Portfolio Bootcamp This is a 4-week course that will include 90 minutes of course time, and 90 minutes of hands-on each week to help you build your first investment portfolio. Topics Covered: 1 – Set your Mind Right for Investing 2 – Determine your Asset Allocation strategy 3 – Develop your Investment Criteria (Determining “What To Buy”) 4 - Designing your Investment Strategy (Determining “When to Buy”) Hands-on Live Workshops: 1- Opening your brokerage account 2 - Researching stocks and ETFs 3 - Placing your first trade 4 – Setting Alerts, Take Profit/Stop Loss Orders PRICE: $1500 discounted to $750. Pay $250 today then $100 per month for five months. You will be automatically billed on the first of the month starting next month. You will receive a Financial Planning Portfolio i