Module 1: The Foundations of Financial Literacy

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  • Being Involved in the Markets: Understanding the concept of compounding returns and inflation and why passive income is essential

  • The Anatomy of a Trade: Explaining what a Stock, a Market, a Stock Exchange, and a Broker are, and the roles they play.

  • Decoding Investment Vehicles: A detailed look at the mechanics and differences between a 401(k), 403(b), IRA, Roth IRA, and a traditional brokerage account.

  • Broker Selection & Orders: How to choose a recommended broker and how to execute basic orders and order types (Orders Driving Prices).

  • Being Involved in the Markets: Understanding the concept of compounding returns and inflation and why passive income is essential

  • The Anatomy of a Trade: Explaining what a Stock, a Market, a Stock Exchange, and a Broker are, and the roles they play.

  • Decoding Investment Vehicles: A detailed look at the mechanics and differences between a 401(k), 403(b), IRA, Roth IRA, and a traditional brokerage account.

  • Broker Selection & Orders: How to choose a recommended broker and how to execute basic orders and order types (Orders Driving Prices).