Stock and Investment Level 1 (Registration Only)
(Total 3 levels 1-2-3)
 
Session starts 10/26/2026 
Taught by Brian Zhu
$250 Full Session
(Registration only. No payment is required for now.)
60 minutes x 10 classes;
Minimum age 9, gade 3. 
 
DISCLAIMER: THIS COURSE IS FOR EDUCATION PURPOSE ONLY, DESIGNED TO PROMOTE FINIANCIAL LITERACY AWARENESS, AND NOT INTENDED TO INSPIRE OR TRAIN ANY ACTUAL INVESTMENT MARKET PRACTICE.  THIS FINANCIAL COURSE DOES NOT MARKET OR SELL, DIRECTLY OR INDIRECTLY, ANY FINANCIAL PRODUCTS, INCLUDING BUT NOT LIMITED TO: STOCKS, BONDS, INVESTMENT FUNDS, ANY TYPE OF INSURANCE, ETC.   
 
Teacher: Brian Zhu
Graduate from Wharton Business School, has been in financial industry for more than 20 years as senor diractor. Brian's class has been overwhelmingly welcome by students as realictic and practical. He is different from a typical school teacher by teaching the class from a more real-world perspective. He also helped stdent in pursuing career in financial industry by recommending intership, summer camp and giving recommendation letters under various situations.   
 
WHAT IS THIS COURSE ABOUT? 
This course is to teach concepts about stock market and fundamentals of some typical stock investment skills. This course is designed for grade 3-10 kids who are interested in stock investment and want to have some initial exposure to real stock market. This course is using an actual stock trading simulating platform, and will cover below topics:
● What is stock and how stock is trade over the market;
● Mechanism of US stock market;
● Types of stock and funds in US market;
● Stock evaluation based on fundamental analysis and technical analysis,
● Risk and diversification, some basic stock trading skills,
● Economic factors that impact stock market, advanced trading tools like futures and options.
​
WHO IS THIS COURSE DESIGNED FOR? 
This course is designed for grade 6-12 kids who are interested in stock investment and want to have some actual practical training based on real stock market. 
​
WHY ATTEND THIS COURSE? 
Saving and growing wealth through wise investment helps build successful career and life. Stock market challenges people's wits and courage. This course intends to teach students basic concepts and ideas about US stock market.
​
WHAT TO EXPECT FROM THE COURSE? 
After completion of the course, kids should be able to: 
● understand what is stock and how stock is traded on market;
● understand typical types of stock and funds types in US market;
● Understand some basic evaluation models based on fundamental analysis and technical analysis;
● Know the market risk and some skills of diversification;
● Know typical economic factors like interest rate and inflation;
● Know some advanced trading tools like futures and options.
​
WHAT IS A TYPICAL 10-WEEK CURRICULUM? 
Below is a typical 10-week syllabus on top of an actual stock trading platform:
(This will vary based on different levels)
● Class Rules, Introduction to the Class and trading platform
● Stock, Company, Valuation Model based on Interest Rate
● Stock Ticker, Pricing, and Stock Charting;
● Financial Market, Financial Products, and Market Efficiency
● Risk, Risk Indicators, and Stock Valuation Based on Risk Analysis;
● Diversification, Efficient Market Portfolio, and Leverage;
● Fundamental Analysis, Financial Reports, and Stock Valuation Based on Intrinsic Values;
● Technical Analysis: Trends and Patterns
● Technical Analysis: Indicators and quantitative analysis
● Trading on Options: Introduction, and Modern Trading Technologies