FP101

Investment Basics for Everyone

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Instructor Mike Walsh

Join us for this four week workshop designed to provide an introduction to investments and investing - no prior inventing knowledge is required. The primary focus of this workshop will be on Mutual Funds. A Mutual Fund is a type of investment product; we will discuss exactly what a Mutual Fund is, how they are bought, sold and priced. We will discuss the different sources of information that each Mutual Fund produces for investors to review.

Stock and Bond Mutual Funds, specifically, will also be discussed - including the risk characteristics of different types of Stock and Bond Mutual Funds. Individual Stocks and Bonds will be explained so that Stock and Bond Mutual Funds can be fully understood. There will also be an instructor-led discussion on the US economy which will explain how it can impact the value of our investments. After attending this workshop you should have a fundamental understanding of mutual funds.

Each of the four sessions will meet for 1 hour.  Each session will consist of a Powerpoint presentation given over the internet via Zoom with plenty of time for Q&A during the presentation. See student comments at: http://michaeljohnwalsh.com/Student-Quotes

Fee: $110
Dates: 7/13/20-8/3/20
Day: Monday
Synchronized meeting time:  6:30 PM - 7:30 PM
Number of meetings: 4
Location: Online


Students must have a computer with internet access and a webcam to participate in the workshop.