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About the Course

How do you build an investment portfolio when you have never been taught? Especially when all you’ve ever heard is save your money and avoid risk. 

 

Is it about picking the right stocks? Buying low and selling high? Buying the cheapest stocks you can find? Or finding someone else to make these kinds of decisions for you?

 

If you want to learn how to invest in the stock market and build a diversified portfolio that could help you create generational wealth you're in the right place to learn.

 

Your instructor, Jala Eaton is an experienced attorney and certified trust and financial advisor. She is an entrepreneur who has worked in wealth management overseeing investment advisors, CPAs, property managers, and attorneys. With managing multi-million trusts dollar under her belt, Jala prides herself on turning audiences into capable investors to create change in their own personal future. She loves educating and empowering people to build and protect wealth through financial literacy, specifically eliminating debt and investing and through estate planning. In this course, she's giving you the behind-the-scenes information you need to know to confidently build your investment portfolio. 

How to Purchase: 

To access the course please create a user name and password and proceed to our Plans and Prices page. Once you select the course you wish to purchase. You should receive a confirmation e-mail that you can now access the course. If you have any problems feel free to contact us. 

Course Outline

Basics Course

A.  Welcome to the Course

B.  The Stock Market

C.  Setting up your Investment Account

  • Robinhood

    •  Robinhood trading platform •

  • Fidelity

    • Fidelity trading platform

  • Simulation Account

D.  Stocks

  • Analyzing a Stock

  • Buying your first stock

  • Selling Stock

  • Shareholder Meetings

  • Accounting

Advanced Course

E.  Fixed Income and other Assets**

  • Bonds

  • Index Funds

  • ETFs

  • Mutual Funds

  • Dividends

F.  Fees/Commissions

  • Expenses

  • Load

  • No-load

  • Capital gains/losses

G.  Investment performance

  • Benchmarks

  • Diversification

  • Reading your Statements

** The Advanced course starts here

Bonus: What is Cryptocurrency?