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

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.