LESSON PLAN
Depending on the level of client’s knowledge, we will let them add, remove or change the lesson plan completely, including some of the additional lessons we offer.
Our aim is to provide what we believe is everything anyone really needs to have an effective and efficient research method for both stocks and crypto.
We aim to provide the basics in lesson 1 so that if a student doesn't want to continue or doesn't have time, they have learnt enough to give them a massive head start and a solid understanding in comparison to the average person.
LESSON BREAKDOWN
SESSION 1
The BIG PICTURE - Mindset & Macro Asset Principles. Basic Technical and Fundamentals:
- ETFS vs Index vs Crypto
- What is Blockchain a brief history of money & Blockchain
SESSION 2
The 6 Tiers of Crypto, USE CASES & Institutional Adoption. NFTs Explained, Portfolio Diversification, Dollar Cost Averaging. Whale watching where and what crypto papers to read
- Grayscale, Visa, Coinbase , Ark Invest, Goldman Sachs & WEF
SESSION 3
How to avoid scams! Intro to Technical Analysis
- Chart reading for beginners
SESSION 4
Everything Decentralized ! Tier 4 Crypto's
- Decentralized exchanges and Crypto wallets.
SESSION 5
Deeper Fundamentals, Tokenomics, On-chain Analysis
SESSION 6
The Big Exam !
We review your ability to research a Stock and a Crypto & assess appropriate next steps.
ADDITIONAL SESSIONS
Lesson plan can be adapted according to what we and each student believe would work best for them. See all session options below.