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

When will I receive my course?

You will receive a link to download your course immediately or within 1 to 21 days. It depends on the product you buy, so please read the short description of the product carefully before making a purchase.

How is my course delivered?

We share courses through Google Drive, so once your order is complete, you'll receive an invitation to view the course in your email.

To avoid any delay in delivery, please provide a Google mail and enter your email address correctly in the Checkout Page.

In case you submit a wrong email address, please contact us to resend the course to the correct email.

How do I check status of my order?

Please log in to TradingAZ account then go to Order Page. You will find all your orders includes number, date, status and total price.

If the status is Processing: Your course is being uploaded. Please be patient and wait for us to complete your order. If your order has multiple courses and one of them has not been updated with the download link, the status of the order is also Processing.

If the status is Completed: Your course is ready for immediate download. Click "VIEW" to view details and download the course.

Where can I find my course?

Once your order is complete, a link to download the course will automatically be sent to your email.

You can also get the download link by logging into your TradingAZ account then going to Downloads Page.