Rallie Academy – Investing Fundamentals

Investing basics in a bite-sized format

What You’ll Learn In Investing Fundamentals

Welcome!

• It’s Time to Rallie!
• Housing-keeping items
• How to use this course

Why you should invest

• Why you should invest
• Saving vs. investing
• What’s compound interest?
• Why invest now?
• Key takeaways + assignment

Things to do before investing

• Things to do before investing
• Create a budget
• Set financial goals
• Build an emergency fund
• Pay off (bad) debt
• Key takeaways + assignment

Asset classes and types of investments

• Asset classes and types of investment
• What’s an investment?
• What are asset classes?
• What are securities?
• Key takeaways
• Quiz

Buying and selling in a stock market

• Buying and selling in a stock market
• What’s a stock market?
• How do people make money in a stock market?
• What are capital gains?
• Key takeaways + assignment

Basic investing strategies

• Basic investing strategies
• Diversifying
• Dollar-cost averaging
• Buying and holding
• Key takeaways

Opening a brokerage account

• Opening a brokerage account
• What’s a brokerage account and broker?
• Navigating brokerage fees
• What’s a robo-advisor?
• How to choose a broker and open an account
• Key takeaways

Investment accounts and reducing fees

• Investment accounts and reducing fees
• Investment accounts
• Registered Retirement Savings Plan (Canada)
• Tax-free Savings Account (Canada)
• Registered Education Savings Plan (Canada)
• Individual retirement accounts (U.S.)
• 529 savings plans (U.S.)
• Taxes on capital gains (Canada
• Taxes on capital gains (U.S.)
• Key takeaways + assignment