Resources

Dive deep into the fundamentals of personal finance and investing. Learn about markets, businesses, and accounting.
Unit 1: Personal Finance
Introduction

Learning about investing and personal finance can make a big impact in retirement. We often forget how important it is to talk about the gender gap when it comes to wealth, investing, and retirement.

Budget

To know how much you can save and invest, you first need to think about creating a budget. Learn about setting financial goals and how you can allocate money in ways that fit you.


Saving

Depending on your age and income you might want to consider having different saving goals. Learn about some basic rules and factors you need to consider when setting these goals.


Insurance

Insurance is a means of protection against financial risk. Learn about how it’s used to manage the risk of contingent or uncertain losses that may occur in the future and the major types of insurance.

Starting To Invest

When developing your investment strategy, it is important to select an asset allocation plan. This guide will lead you step-by-step on how to get started!

Unit 2: Financial Markets
Sectors & Industries

Each market sector plays a critical role in the economy. Learn about the different characteristics of the various sectors and their strengths and weaknesses here.

Bull vs Bear Markets

Bull markets and bear markets are common investing terms that describe the general conditions and performance of financial markets. Learn about them more here!

Financial Markets in COVID-19

The financial markets have been extremely volatile, even downright confusing, since the beginning of this pandemic. Learn about the different causes of the recent market turmoil!

Recessions: 2008 and Now

There are both similarities and differences between the 2008 economic crisis and the coronavirus related economic crisis. Here, we explore the links between these two recent crises.

Unit 3: The Stock Market
Introduction to Stocks

What even are stocks, anyway? Here, you’ll learn about one of most popular ways public companies raise funds and some basic terminology.

Investing In Stocks

Investing in stocks isn’t rocket science, but it does involve some critical thinking. In this unit, you will learn strategies to propel your stock portfolio into success.

Diversification

Diversification is all about minimizing the risk of putting all your investments into a single asset. In this unit, you will learn basic terms associated with this concept and foreign stocks!

Investor Behavior

Investors often fail to achieve market index returns on their investment. In this unit, you will learn about the shortfalls and how to avoid them.

Foreign Exchange Market

The Foreign Exchange Market is an over-the-counter market where people can buy, sell, or speculate on foreign currencies. It provides an alternative to stocks and connects different parts of the world.

Unit 4: Companies & Industries
Understanding The Business

To understand how a business operates and its potential for growth, it is essential to analyze trends and look at its financial metrics.

Company Trends

There are many tools that can help you evaluate how a company is doing and help you predict how they will do in the future. In this unit, we present Porter’s Five Forces, SWOT Analysis, and the Broad Factor Analysis.

Business Cycles

Timing is important when it comes to investing and knowing where we are within the business cycle can help you better understand the current economic situation.  In this unit, we introduce you to the six parts of the business cycle.

Unit 5: Financial Statements
Financial Statements

All stock traded companies are obligated to put out quarterly and yearly reports, which contain a lot of useful information. In this unit, we will walk you through the basics of the balance sheet, the cash flow statement, and the income statement basics.

Balance Sheets

The balance sheet is a statement and summary of a company’s financial condition, all broken down into three sections: assets, liabilities, and equity! Here, we will learn about its components.

Cash Flow

Cash flow statements are a critical piece to a company’s financial picture, detailing how cash moves in and out of a company! Learn about its elements here!

Income Statements

The income statement’s function is plain and simple — to show you how the company makes money! Here, we’ll tell you how it’s organized!

Financial Metrics

Understanding financial ratios and metrics is key to being a more informed investor.  Knowing the following financial ratios will give you a more fair and accurate assessment of the financial health of a business.

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