Investing 201 Advanced Course Introduction
Welcome to the Investing 201 Course, the next step in your journey toward financial empowerment. Designed for learners who have completed our “Intro to Investing Course” this course will challenge you to think like a strategist, act like a portfolio manager, and reflect like an investor with purpose.
We’ll move beyond the basics to tackle real-world investing decisions—ranging from behavioral biases and risk profiling to portfolio construction and tax strategies. Through interactive lessons, market simulations, and practical tools, you’ll develop a well-rounded approach to managing wealth in dynamic conditions.
Whether you’re optimizing your retirement path, exploring alternative assets, or advocating for accessible investment strategies, this course aims to make every concept actionable and inclusive.
This course is a little different from other courses that PennyForward has offered. We are doing something that we have never done before: integrating an entire simulation within the lessons. The lesson structure and format will be similar, but you will be tasked with a course-wide investing simulation. There will be new things to learn and do in the simulation that will be explained in each lesson. Each lesson is uniquely connected to the investing simulation. So you will be able to learn and play at the same time. But don’t worry, we will have a whole lesson dedicated to guiding you through just the simulation part before we get into the lessons.
Course Section Summary
Behavioral Finance & Risk Management: Learn how cognitive biases affect investor behavior and assess your unique risk profile.
Market Analysis: Dive deep into fundamental, technical, and macroeconomic analysis—unlocking insights to support intelligent trading decisions.
Advanced Investment Vehicles: Explore ETFs, mutual funds, REITs, and alternative assets, evaluating their roles in diversified portfolios.
Portfolio Optimization: Apply strategic asset allocation, Modern Portfolio Theory, and tax-efficient rebalancing to build resilient portfolios.
Retirement & Estate Planning: Master advanced account strategies, tax-loss harvesting techniques, and legacy planning essentials.
Accessible Investing: Ensure inclusivity with lessons on assistive technologies and advocacy in working with financial professionals.
Key Outcomes
By the end of this course, learners will be able to:
- Identify and mitigate behavioral biases in investment decisions
- Analyze assets using multi-dimensional strategies
- Construct and manage a personalized, tax-efficient portfolio
- Trade within the Investopedia simulator using discipline and purpose
- Apply inclusive investing principles to improve access for all