INVESTING WITH CONFIDENCE

Investing 101: Everything You Need To Know To Start Investing

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Start investing confidently today. Learn everything you need to know to set yourself up for investing success.

Get Started today!

Who should enroll?

New grads preparing to start their first jobs and starting their financial life journeys
Early career women looking for a more guided approach beyond the casual remark or “hot tip” from a friend
Young professionals ready to overcome their intimidation of investing
Anyone looking for a comprehensive approach to long-term investing

What You’ll Learn

Investing fundamentals, including stocks, bonds, asset allocation, diversification, and more
How to actually get started investing, from opening your first investment account to choosing your investment portfolio
What to do when the market goes down and how to make the most of market losses
Real-life example walkthrough of investments to take you beyond the theory to taking action
How you and your goals should affect your investment choices
What ongoing maintenance you should consider, such as rebalancing and tax-loss harvesting

Course Curriculum

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I’M READY!

ABOUT YOUR INSTRUCTOR

Hi, I’m Sarah. Sarah Sprague Gerber, CFP®, AFC®. After graduating from MIT with a degree in Chemical-Biological Engineering and Biology, I realized I needed to take control of my personal finances (student loans, anyone?) and that others needed help, too.

I completed UC Berkeley Extension's Personal Financial Planning Certificate Program in 2018 and earned the Accredited Financial Counselor® and CERTIFIED FINANCIAL PLANNER® designations. I started Momentum to help others gain control of their finances and start their lives on the right financial foot.

Young professionals need to start managing their finances early in their careers, even before they've saved enough to work with a more “traditional” financial planner. Let’s do this!

More About Sarah

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enroll now

*This course is not investment advice, and is meant to be educational only. Students signed up for this course are not clients of Momentum Financial Planning LLC. If you’re interested in becoming a client, please contact Sarah at momentumfinancialcoaching.com