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INTERMEDIATE INVESTING COURSE
INTRODUCTION TO THE COURSE
1. ANOTHER PERSPECTIVE ON WEALTH
2. INVESTMENTS 1: PRINCIPLES
3. INVESTMENTS 2: APPLICATION

Introduction to the Course

Purpose

The purpose of this intermediate presentation on investing is to help you learn about principles of successful investing. Our goal is to provide you with the necessary knowledge and skills to wisely begin establishing an investment portfolio. Upon the completion of this course, those interested in further understanding of principles of investing are encouraged to view the more in-depth Advanced Investing Manual, available on the Advanced Lessons page.

Please allocate between 45 minutes to an hour for each chapter reading, and an hour to watch the video. For those not doing the entire lesson in order, we recommend you first complete chapters 1, and then the remaining chapters in any order.

Lesson Manual

Click here for the free online manual for these lessons (PDF).

Videos

The video for each section can be found in its respective chapter.

Another Perspective on Wealth

Learning Outcomes

At the completion of this chapter, you will:

  1. Understand how to bring Christ more into your finances
  2. Understand our framework for learning
  3. Understand the implications of that learning framework
  4. Understand that "Life is Good"

Chapter Reading

Please read the chapter on "Another Perspective on Wealth" (PDF)

Slide Presentation

Please click here for the PowerPoint slide presentation (PPT) for this chapter or here for the PDF slides.

Class Summary

Please click here for the course summary

Video

Day 1: Building a Strong Foundation: Another Perspective on Wealth

Terminology

Please click here for the course terminology

Assignments

Here are the assignments for "Another Perspective on Wealth"

Tools

Personal Financial Plan Table of Contents
PFP Introduction Template

Additional Materials

The Why's What's and How's of Personal Finance - Sudweeks and Hill 2015
Prepare, Plan, Write, Create: 12 Steps to Bringing Christ into your Personal Finances, Sudweeks, Hill, and LeBaron

Investments 1: Principles

Learning Outcomes

There are two objectives for this section:

  1. Recognize the Ten Principles of Successful Investing
  2. Understand the Investment Hourglass

Properly prepare yourself to invest and understand what you will be investing in before you begin your investment program; these are important keys to success.

Chapter Reading

Please read the chapter on "Investments 1: Beginning Investing - Principles" (PDF)

Slide Presentation

Please click here for the PowerPoint slide presentation for this chapter.

Video

We are currently preparing the video for this chapter.

Assignments

Here are the assignments for "Investments 1: Beginning Investing - Principles"

Tools

A Risk-Tolerance Test
Key Questions on Money in the Family

Additional Links

A Banker's Dozen: Guidelines for Wise Investing
Greed, Selfishness, and Overindulgence

Investments 2: Application Lesson

Learning Outcomes

There are three objectives for this section:

  1. Understand and Use the Priority of Money
  2. Understand the Risks and Benefits of the Major Asset Classes
  3. Understand the Risk and Return History of the Major Asset Classes

Properly prepare yourself to invest and understand what you will be investing in before you begin your investment program; these are important keys to success.

Chapter Reading

Please read the chapter on "Investments 2: Beginning Investing - Application" (PDF)

Slide Presentation

Please click here for the slide presentation for this chapter

Video

We are currently preparing the video for this chapter.

Assignments

Here are the assignments for "Investments 2: Beginning Investing - Application"

Tools

Investment Plan Example
Risk-Tolerance Test
Roth Versus Traditional: Which is Better?
Return Simulation Spreadsheet
Expected Return Simulation and Benchmarks

Additional Links

A Banker's Dozen: Guidelines for Wise Investing
Greed, Selfishness, and Overindulgence