Syllabus: Business, Finance, and Stock Investing Course
|
Step |
Course / Lesson | Activity | Competency | Hours (Estimated) |
Internet Usage Required (Y/N) If yes, website information. |
| 1 | Book #1: 10 Essential Concepts: Study Guide and Workbook (10 Chapters / 10 Quizzes / 85 questions total) |
Read / Complete Quizzes / Correct / Repeat (If Necessary) |
90% Required before proceeding. | 10 | No. |
| 2 | Book #2: S.I.M.P.L.E. Stock Investing Method Guidebook and Step-by-Step Manual | Read | Practical application of this book occurs in Activity #4. | 12 | Yes. 1. http://www.ebayinc.com/ 2. Finance.yahoo.com 3. Securities and Exchange Commission website. |
| 3 | Book #3: S.I.M.P.L.E. Stock Investing Method™ Guidebook and S.I.M.P.L.E. Company Analyzer™ | Quick “Overview” Read | Practical application will occur in Activity #4. | 2 | No. |
| 4 | Book #3: S.I.M.P.L.E. Stock Investing Method™ Guidebook and S.I.M.P.L.E. Company Analyzer™ | Read / Research / Complete Report + Analysis of Profile Co. “eBay, Inc.” | Complete 1st S.I.M.P.L.E. Company Analysis. Update existing analysis of eBay, Inc. with current data. |
8 | Yes. 1. http://www.ebayinc.com/ 2. Finance.yahoo.com 3. Securities and Exchange Commission website. |
| 5 | S.I.M.P.L.E. Stock Investing Method™ Guidebook and S.I.M.P.L.E. Company Analyzer™ | Read / Research / Complete Report + Analysis of Profile Co. “Mitek Systems, Inc.” | Complete 2nd S.I.M.P.L.E. Company Analysis.
Update existing analysis of Mitek Systems, Inc. with current data. |
6 | Yes. 1. http://www.miteksystems.com/ 2. Finance.yahoo.com 3. Securities and Exchange Commission website. |
| 6 | S.I.M.P.LE. Company Analyzer™ | Read / Research / Complete Report + Analysis of Co. of Personal Interest | Complete 3rd S.I.M.P.L.E. Company Analysis, using charts provided in S.I.M.P.L.E. Company Analyzer Book. | 5 | Yes. 1. Website of company of choice 2. Finance.yahoo.com 3. Securities and Exchange Commission website. |
| 7 | S.I.M.P.LE. Company Analyzer™ | Read / Research / Complete Report + Analysis of Co. of Personal Interest | Complete 4th S.I.M.P.L.E. Company Analysis, using charts provided in S.I.M.P.L.E. Company Analyzer Book. | 4 | Yes. 1. Website of company of choice 2. Finance.yahoo.com 3. Securities and Exchange Commission website. |
| 8 | Create Personal Watchlist of Stocks | Study + Create Table | Complete Watchlist Table + Maintain it over the course of the program | 4 | Yes. 1. Finance.yahoo.com 2. Other company specific websites. |
| 9 | Successful Investing Flowchart | Review + Sketch | Complete | 2 | No. |
| 10 | Stock investing definitions and terminology | Define | Complete definitions | 6 | Yes. See list of terminology to be defined at sbifeducation.com Find definitions at = Wikipedia or other reputable site … JP Morgan (https://am.jpmorgan.com) |
| 11 | Paper-Trading Brokerage Account | Create a “Paper Trading” brokerage account at an Internet Brokerage Co. | Establish the account | 2 | Yes. TDAmeritrade offers an unfunded paper trading account at no or low cost. www.ameritrade.com |
| 12 | Personalize and Regularly Implement Successful Investing Routine “A” | Study + Adapt | Create and implement a personal routine to consistently monitor market and individual stocks | 10 | Yes.
1. Finance.yahoo.com or other reputable market data source. 2. Bigcharts.com or other reputable, FREE chart service. |
| 13 | Learn the concepts associated with reading Daily Stock Charts | Study / Draw | Study a minimum of 8 charts from the SIMPLE analysis of 4 companies and the major market at 4 different moments of time. | 8 | Yes. Bigcharts.com or other reputable internet source for free daily charts. |
| 14 | Investment Journal | Observations and journal entries | Regular observations and journaling | 9 | Yes.
Finance.yahoo.com or other reputable finance site that offers summary of daily market performance. |
| 16 | Market Timing, Individual Stock Performance and Correlation to the Market | Chart + Measure + Calculate + Correlate | 12 Charts complete with notes and calculations | 3 | Yes.
Bigcharts.com or other reputable internet source for free daily charts. |
| 17 | Learn from FREE Stock Market Companion Successful Investing Quizzes | Read and complete | 90% performance required before proceeding to next quiz. Self-testing. | 5 | Yes.
sbifeducation.com |
| 18 | Learn from FREE Stock Market Companion Successful Investing VIDEOS | Watch + Journal | 6 | Yes.
sbifeducation.com |
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| Total Estimated Hours | 102 Hours |
