Topic 1
Getting Started
From zero knowledge to understanding what a stock is, how it is purchased, and why risk must be managed.
15 lessons · 86 minutes
☰ Contents
Lessons in Getting Started
Open any lesson directly. The order is only a suggested learning path.
What It Means to Invest
Distinguish investing, saving, speculation, and gambling.
5 minutes
How Money Can Work
Understand growth, income, and compounding.
5 minutes
What Is a Public Company?
Understand why some companies trade in public markets.
6 minutes
What Is a Stock?
Understand what a stock represents and which rights it may provide.
6 minutes
What Are Stock Exchanges, NYSE, and Nasdaq?
Understand where stocks trade and why organized markets exist.
5 minutes
What Is a Broker and Brokerage Account?
Learn about the intermediary normally required to buy securities.
6 minutes
How a Stock Is Purchased
Learn the basic sequence of a trade.
6 minutes
Market Orders and Limit Orders
Distinguish the two most basic order types.
5 minutes
Whole and Fractional Shares
Understand why share price may not determine the minimum investment.
5 minutes
How Money Is Made and Lost
Understand appreciation, dividends, and capital loss.
6 minutes
Return, Volatility, and Risk
Separate price fluctuation from permanent loss.
6 minutes
Diversification and ETFs
Understand how risks can be distributed and learn about a common investment vehicle.
6 minutes
Time Horizon, Risk Tolerance, and Risk Capacity
Relate investment time to personal circumstances.
5 minutes
What to Research Before Buying
Adopt a basic set of research questions.
6 minutes
First Guided Practice in Finzati
Apply the basic process without making a recommendation.
8 minutes