For the Self-Directed Investor or Trader

This course is designed to teach the novice or experienced investor how to research, analyze, and implement capital markets investments. The focus is on how a competent, unbiased and not self-interested investment professional would approach the process. We will provide an unbiased review and analysis of the various investment products available, assessing pros and cons, hidden costs, etc. In addition, we will address principles of asset allocation and their application to the investment process.

The ideal course participant is self directed and independently manages his/her own portfolio and/or would like to learn the essential elements of practical investing, for example, to build on academic principles learned in school.

The class is grounded in academic concepts but focuses on practical principles/approaches used by seasoned professionals: key concepts in practical fundamental analysis and technical analysis will be covered. We will also examine important/relevant special topics such as monetary policy and changes in market structure which affects how professionals invest.

This class is highly customized and handouts & supplemental material will be provided.


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COURSE SAMPLES (click to view PDF sample of course slides ):

A customized version of this course is also provided on a one-on-one basis. Contact us for more details.

For questions or to register, please call us at: 973-906-8784



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HAVE ANY QUESTIONS? Call us at: 973-906-8784

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