Service Description

Transform your knowledge into action. In this interactive live training session, we'll guide you in building a personalized investment portfolio using the strategies and techniques learned throughout the program. Key Topics Covered: -Reviewing key concepts: research, portfolio construction, and technical analysis -Presenting investment ideas: sharing homework and group discussion -Building a model portfolio: hands-on exercise with expert guidance -Risk management and position sizing: optimizing your investments -Executing trades: walking through the investment process on Easy Equities -Monitoring and adjusting your portfolio: ongoing maintenance and optimization Learning Objectives: -Apply the knowledge gained throughout the program to build a real-world portfolio -Receive feedback and insights from peers and our expert instructor -Develop a personalized investment plan tailored to your goals and risk tolerance -Understand how to execute trades and manage risk -Learn how to monitor and adjust your portfolio for long-term success Live Training Benefits: -Interactive Q&A session with our expert instructor -Real-time guidance on building a personalized investment portfolio -Opportunities to share and learn from fellow investors' experience -Final check-in and next steps for continued growth Preparation: -Completion of homework assignments and investment ideas -Review of previous sessions and materials -Bring your questions, concerns, and investment plan draft What to Expect: -60-minute live training session via Zoom -Presentation, discussion, group exercise, and Q&A -Access to session recording for later review -Final resources and next steps for continued learning and support