Begin by exploring fundamental investment types using official resources. Visit Investor.gov Introduction to Investing to learn about stocks, bonds, mutual funds, ETFs, and other products. Watch Khan Academy lessons on stocks and bonds and mutual funds/ETFs. Take notes on ownership investments (e.g., stocks), lending (e.g., bonds), and cash equivalents.
Why this step matters:
-Builds essential vocabulary to confidently discuss investments
-Enables recognition of legitimate opportunities versus scams
2-3 hours
Investor.gov, Khan Academy, Notebook for notes
$0
Definition of Done
•Define stock, bond, mutual fund, and ETF in own words
•Distinguish ownership vs. lending investments
Common Mistakes to Avoid
❌ Overloading with advanced topics early
→Focus only on basics from official sites first
❌ Relying on unverified social media tips
→Stick to SEC and Khan Academy resources
2
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