Introduction to Investing

Investment education for everyone

Introduction to Investing: Course Description

Many companies in the US, including local, state, and federal government agencies, offer retirement plans for their employees. However, there is a significant lack of basic financial education to help employees manage these plans effectively for long-term success. As part of our nonprofit mission, "Introduction to Investing" bridges this gap. Our curriculum is tailored for all employees, particularly those at the beginning of their careers.

 

“A well-invested employee is a happy and productive employee.”

Our nonprofit organization offers investment education services to support the financial literacy of employees in various organizations. Our on-site seminars cover the fundamentals of investing, providing employees with tools to manage their investments effectively. Our seminars are engaging, informative, and designed to enhance employees’ ability to build wealth and achieve their financial goals.

 

Who Should Attend

"Introduction to Investing" is designed for individual investors and corporate decision-makers, including:

  • Individual investors interested in uncovering investment opportunities

  • Executives and managing directors seeking new analytical approaches to growth and profitability

 

Our Services Include

  • Long-term investor orientation for new corporate and government employees

  • Investment education for all employees

 

We Provide

  • On-site training and seminars, customized for small groups or entire workforces

 

Our Curriculum Covers

  • Investing fundamentals

  • Various investment options: equities, fixed income, and tangible assets

  • Selection of mutual funds, index funds, and ETFs

 

Course Outline

1.    Planning for Investment:

  • Preparations before investing

  • Definitions: Stocks, Bonds, Mutual Funds, Index Funds, ETFs

2.    Basic Rules of Investing:

  • Objectives

  • Balanced Portfolio

  • Diversification

  • Time Horizon

  • Compounding

  • Selecting the Best Investments

  • Managing Portfolio

  • Investment Psychology

  • Impact of Taxes and Inflation

3.    Selecting Investments:

  • Risks

  • Equity Funds

  • Bond Funds

  • Index Funds

  • Choosing Mutual Funds

  • Choosing Bond Funds

  • Sample Portfolio

4.    Protecting Your Investments:

  • Market Historical Data

  • Major Bear Markets

  • Lessons from Market Historical Data

5.    Do’s and Don’ts of Investing

 

For more information, please fill out the following form.

 

Introduction to Investing Inquiry Form

Thank you for your interest in Anike Foundation’s Introduction to Investing. Please tell us a bit more about your organization and your target audience through the inquiry form below. We look forward to being in touch!