How Do I Start Investing?
Taught by Stephanie Genkin, CFP®, CFT-I™ CDFA®
Stephanie Genkin is an independent fee-only CERTIFIED FINANCIAL PLANNER™, Certified Financial Therapist (CFT-I™), Certified Divorce Financial Analyst® (CDFA®), and Certified Life Coach. She completed advanced matrimonial mediation training and is currently focusing on the financial transition certification (CeFT®). Stephanie earned a graduate certificate in Financial Life Planning from Golden Gate University, where she is currently an adjunct instructor. Previously, she was a senior television news producer at CNN covering business, economics, and personal finance. Her career explaining complicated money issues began when she landed a gig at CNNfn and she's been hooked ever since. Stephanie earned a Certificate in Financial Planning from NYU and is an adjunct instructor at NYU's School of Professional Studies, Department of Finance & Law. She is a member of the Financial Therapy Association and the National Association of Personal Financial Advisors (NAPFA) and is frequently quoted in the media (Yahoo! Finance, USA Today, Forbes, New York Magazine, Glamour, MSN Money, AARP, and others) on personal finance issues.
So you want to be an investor but you're not sure what you need to know in order to get started.
This class will cover the basics, such as:
- Differences between investing vs gambling
- Different types of investment accounts
- Identifying time horizon
- Understanding how much risk you can take
- Stocks vs Bonds
- Putting together a simple portfolio
This class is designed for people who are completely new to investing and is also useful for people who already have investments in 401ks and IRAs.
