MDI Curriculum

  • 1

    MDI: Money Management

    • Orientation

    • Start Investing with MDI

    • Business Mindset
  • 2

    Your Job & Income

    • Your Job & Income - Intro

    • Your Job & Income - Taxes

    • Your Job & Income - 401K

    • Your Job & Income - Education

    • Your Job & Income - HSA

    • Your Job & Income - Dependent Care Account

    • Your Job & Income - Gov't Benefits
  • 3

    Budgeting Expenses

    • Budgeting Expenses - Intro, Profit Equation, & Budget

    • Budgeting Expenses - Do as the Pros -> Everyday Spending

    • Budgeting Expenses - Checking Account
  • 4

    Debt

    • Debt - Intro -> Bad Debt

    • Debt - Tips to Eliminate Credit Card Debt

    • Debt - Financing
  • 5

    Saving

    • Saving - Intro -> Monthly Expenses

    • Saving - Banks

    • Saving - Saving Mentality
  • 6

    Credit

    • Credit - Intro -> Assessing Credit

    • Credit - Credit Score

    • Credit - Credit Hacks

    • Credit - Credit Cards
  • 7

    Taxes

    • Taxes - Intro -> Bracket

    • Taxes - Hire a CPA

    • Taxes - Investment Taxes

    • Taxes - Create a Business
  • 8

    Big Purchases

    • Big Purchases - House

    • Big Purchases - Car

    • Big Purchases - College
  • 9

    Getting to Retirement

    • Getting to Retirement - Intro -> Saving vs Investing

    • Getting to Retirement - Financial Advisors

    • Getting to Retirement - Investing

    • Getting to Retirement - Social Security

    • Getting to Retirement - Life Insurance -> Trusts
  • 10

    Putting it All Together

    • Putting it All Together - Intro -> Doing What it Takes

    • Putting it All Together - Profit Formula

    • Putting it All Together - Reminders
  • 11

    Conclusion

    • Resources

    • The End
  • 12

    Extra Resources

    • Budget Template

    • Where to Start Investing

    • Investing vs Saving

    • How much to Invest
  • 13

    MDI: Investing

    • Orientation

    • Clear Your Mind

    • Get in Position to Invest

    • Popular Resources to Start Investing

    • MDI School of Investing Course Key Terms
  • 14

    Phase 1 - What is Investing?

    • Phase 1 - Intro

    • Phase 1 - What is Investing

    • Phase 1 - Key Terms

    • Phase 1 - Investment Accounts

    • Phase 1 - Why Invest

    • Phase 1 - Types of Investing

    • Phase 1 - Styles of Investing

    • Phase 1 - Players in The Game

    • Phase 1 - Walkthrough - Setting Up Your Account
  • 15

    Phase 2 - Research

    • Phase 2 - Get Companies on Radar

    • Phase 2 - Finding Companies via ETF

    • Phase 2 - Fundamental Analysis Intro

    • Phase 2 - Fundamentals Business Model

    • Phase 2 - Fundamentals - Porter's 5 Forces

    • Phase 2 - Fundamentals - Moats

    • Phase 2 - Fundamentals - Financials

    • Phase 2 - Fundamentals - Straight Cash Homie

    • Phase 2 - Fundamentals - Leadership

    • Phase 2 - Nikola Management

    • Phase 2 - Fundamentals - Guide for Fundamental Analysis

    • Phase 2 - Technical Analysis - Price & Volume

    • Phase 2 - Technical Analysis - Moving Averages & VWAP

    • Phase 2 - Technical Analysis - RSI & MACD

    • Phase 2 - Technical Analysis - Bollinger Bands

    • Phase 2 - Technical Analysis - Bollinger Bands & TA - Wrap Up

    • BarChart.com Chart Example

    • Phase 2 - Data

    • Phase 2 - Keep It Simple

    • Phase 2 - Walkthrough - Barchart.com - Yahoo Finance
  • 16

    Phase 3 - Placing a Trade

    • Phase 3 - Intro - Key Words

    • Phase 3 - Stock Market Hours

    • Phase 3 - Order Types

    • Phase 3 - Types of Order Transactions

    • Phase 3 - Stock Quote Example

    • Phase 3 - Walkthrough - Placing a Trade

    • Phase 3 - Other Features of Placing an Order - Walkthrough
  • 17

    Phase 4 - Buy or Sell

    • Phase 4 - Intro

    • Phase 4 - When to Buy - Boeing and Golden Cross Example

    • Phase 4 - When to Sell - Death Cross Example and Walkthrough

    • Phase 4 - Walkthrough - Barchart.com Using Charts
  • 18

    Phase 5 - A Simple, But Powerful Strategy

    • Phase 5 - Trading Plan Ideas

    • Phase 5 - 4 Horsemen Strategy
  • 19

    Phase 6 - Portfolio Management

    • Phase 6 - Ongoing Portfolio Management Intro

    • Phase 6 - Analyzing Earnings, News, and Catalysts

    • Phase 6 - Seasonality & Economic Indicators

    • Phase 6 - Market Corrections

    • Phase 6 - Walkthrough - Investor Relations
  • 20

    Phase 7 - Mental Tips of Investing

    • Phase 7 - Mental Tips of Investing Intro

    • Phase 7 - Winner's Mentality

    • Phase 7 - Advice for a Mental Approach
  • 21

    Phase 8 - Other Forms of Investing

    • Phase 8 - Other Forms of Investing Intro

    • Phase 8 - Futures

    • Phase 8 - Penny Stocks

    • Phase 8 - Options

    • Phase 8 - Forex

    • Phase 8 - REITs

    • Phase 8 - CryptoCurrency
  • 22

    Conclusion

    • Resources

    • Course Conclusion
  • 23

    Extra Resources

    • MDI School of Investing Course Key Terms

    • Where to Start Investing

    • How much to Invest

    • Investing vs Saving

    • Retirment Accounts

    • Stocks vs Bonds

    • Finding a Stock

    • Fundamentals Guide for Beginners

    • Trading Plan

    • Think or Swim Setup - 3 Arrows

    • 12 Month Personal Budget
  • 24

    MDI School of Investing White Papers

    • Don't lose money on price gaps

    • Market Trends

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