Jessica Perrone – Investing For Beginners

This course is designed for beginners who want to learn the fundamentals of investing. During this program, you will learn a variety of topics that will help you make more informed investment decisions.

• We’ll ditch the scary jargon and break down risk into bite-sized pieces. You’ll discover your own unique “risk tolerance,” that sweet spot where your financial goals and comfort level meet. No more FOMO-driven investments or playing it too safe!
• Think of your risk profile as your financial fingerprint. We’ll use interactive quizzes and real-life scenarios to help you understand how comfortable you are with different investment options. Are you a rock-solid “conservative” investor seeking stability, or a curious “adventurer” ready for some thrilling market rides? Knowing your profile empowers you to make informed decisions you can sleep soundly on.
• I’ll help you decode financial advisors, robo-advisors, and retail brokerage accounts – weigh their pros and cons to find your perfect investment home.

What You’ll Learn In Investing For Beginners

Welcome!

• Investing for Beginners
• How to Get a Higher Return!

How are you feeling?

• Feeling “bullish”
• Are you invested?
• Are you prepared to invest?
• I have my ducks in a row. What’s Next?
• Putting Your Surplus to Work

Winning With Consistency + Long Term Strategy

• Introduction to Dollar Cost Averaging
• Real Life Dollar Cost Averaging

Your Attitude Towards Risk

• Risk Assessments & Risk Profiles

Introduction to Investing Accounts

• Before We Begin
• Tax Advantage vs. Taxable Investing Accounts
• Self Directed vs. Managed Investing Accounts
• Online Retail Brokers, Robo-Advisors and Financial Advisors
• PROs and CONs of Online Retail Brokers
• Self-Directed vs. Manage Investing Analogy
• PROs and CONS of Financial Advisors
• PROs and CONs of Robo-Advisors
• Benchmarking Your Investments
• How to Find A Woman Friendly Financial Advisor

Summing it All Up

• Wow! You’ve Learned A Lot!
• Finals Words From Jessica