Invessential

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Invessential

Summer Investing Workshop

This workshop is no longer available for registration

If you’re interested in learning the fundamentals of investing, feel free to sign up for our comprehensive video-based course here or download our free iOS investing app here.

Workshop Details

What: Interactive 7-day workshop covering the fundamentals of investing: from stocks to bonds, analysis, index funds, taxes, and more.

When: Every day from Monday, June 20th to Sunday, June 26th. Each session takes place from 3:30pm to 5:00pm PST.

All sessions will be recorded for later viewing

Date 6/20 6/21 6/22 6/23 6/24 6/25 6/26
Day
Mon.
Tue.
Wed.
Thu.
Fri.
Sat.
Sun.
Start
3:30
3:30
3:30
3:30
3:30
3:30
3:30
End
5:00
5:00
5:00
5:00
5:00
5:00
5:00

Where: Live sessions are held online through Microsoft Teams for Education. Upon registration, you will receive an email and password to log in and join video calls.

Who: This workshop is primarily targeted towards teens aged 13-18, but is also applicable for adults or academically inclined middle schoolers.

Certificate: Students who score >70% on the test will receive a certificate. Throughout the workshop, we will have 1 quiz, 1 test at the end, and optional homework.

Cost: $50. All profits are donated to the WWF.

Why is investing important?

Inflation eats away at uninvested cash
0 %

The stock market has historically returned 10% – enough to turn every $10k into $1.2m in 50 years

Saving is not enough for most people to guarantee a stress-free retirement

Of adults are financially illiterate
0 %

Why start learning now?

Inflation eats away at uninvested cash
0 %

Fin-tech advances like fractional shares and zero-commission trading have made investing more accessible and affordable than ever before

Starting early is key for compound interest to work its magic

Stocks are down 24% from all time highs - a great time to get in
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Syllabus

View the full syllabus here.

Day 1: Introduction

Day 2: Stocks and the Stock Market

Day 3: Analysis and Modeling

Day 4: Index Funds and Other Investments

Day 5: Accounts, Brokers, and Trading

Day 6: Taxes and Tax-Efficient Investing

Day 7: Conclusion

Syllabus

View the full syllabus here.

Frequently Asked Questions

This workshop covers all the fundamentals of investing: from stocks to bonds, analysis, funds, taxes, and more. To view the full breakdown of what is covered, check out the syllabus here.

We start with the basics and everything is taught in a way that is easy to understand (we assume you have no prior experience in investing).

The workshop is divided into 1.5 hour long sessions each day from Monday, 6/20 to Sunday 6/26 (7 total). Each session includes warm ups, lessons, activities, review, and time for Q/A.

The workshop is conducted online through Microsoft Teams for Education, where sessions are held and assignments/homework are assigned.

Yes! 90% of what we cover is applicable to anybody around the world. The 10% which is applicable only to US residents is taxes.

Please also keep in mind time zones. Sessions take place from 3:30pm to 5:00pm PST, and in some areas this will be the middle of the night.

Yes! We encourage adults or academically inclined middle schoolers who are interested in learning about investing to register.

98% of what we cover is applicable to people of all ages. The 2% which is only applicable to minors is brokerage accounts for minors; however, we also cover regular brokerage accounts and tax-advantaged accounts.

Upon registration, you will be given an email and password to login and join our Microsoft Teams class. On Teams, you can join video calls in the “Meetings” channel and view assignments in “Assignments” or the “General” channel.

Step by step instructions on how to log in and join a session are provided after registration. You will also have access to other Microsoft apps.

All sessions are recorded for later viewing, so if you miss a session, watching the recording and completing the assignments is the best way to get caught up.

Additionally, we are available to schedule 15-30 minute calls to go over and clarify any material if you were absent for a session. If you would like to schedule this or know you will miss a specific session, please notify us at invessentialmain@gmail.com.

Yes! All the profits from this workshop are donated to the World Wildlife Fund (WWF). 

For any other inquiries, contact us here or email invessentialhelp@gmail.com.