The purpose of this course is to educate students on the importance of investing and to provide a background to the main principles and concepts of long term investing. This course begins with the basics, from what a stock is, what causes its price movements, and how to get started investing and trading. The class will then move into basic fundamental analysis closely followed by technical. We will then proceed into a variety of lectures on important investing strategies such as Contrarian, High Yield, Growth at a Reasonable Price (GAARP), Value, Growth, etc. Senior students in Berkeley Investment Group will also come in and discuss career opportunities within finance. The class will conclude with group projects/presentations on stock picks with a focus on fundamental analysis. This class is designed for students who are not familiar with investing or may have traded in the past but wish to learn more.

The class will be offered once per week and attendance is required at all sections. Enrolled students will be contacted prior to the first lecture.

We will be offering an application to interested students. The facilitators will review the applications and select the ideal students based on their criteria. Please keep in mind that such criteria will not require you to have a background in finance to enroll in this course, just a desire to learn more. Applications will be reviewed the first week of school and selected candidates will receive enrollment information via email. The first class is 1/29.