How to Navigate and Complete a VES Class
This document was designed to assist VES participants with the navigation of a VES Class by providing information on a VES Classes base format, individual tabs and components within each tab.
Each VES Class was designed to be completed like reading a book, starting with the upper-left tab on the page and going from the top component to the bottom component on that tab, before proceeding to the next tab.
Not all tabs or components need to be viewed or completed to proceed to the next component or tab, or to complete a VES Class.
Before viewing your first VES Class presentation video, we strongly recommend that you review the “Navigating and Completing a VES Class” video at: www.aaii.com/learn. This video provides a broad overview and instructions on how to complete a VES Class.
Before viewing your first VES Class video presentation, we strongly recommend that you review the “Understanding the Interactive Video Controller” video or instruction guide at www.aaii.com/learn. These resources explain the interactive features that are embedded in each presentation video.
SNAPSHOT Tab—Contains an overview of the topic, focus, requirements and components of the class.
|
# |
Component |
Description |
|
1 |
Synopsis |
A brief overview of the content and focus of the class |
|
2 |
Class Details |
The primary factors and components of the class |
|
3 |
Class Focus |
Guidance on the area, appropriateness and sophistication level of the class |
|
4 |
Class Criteria |
The minimum requirements for certain class components to proceed |
|
5 |
Recommendations |
Pre-class and continuing education recommendations, along with class-related AAII offerings |
|
6 |
Additional Elements |
Additional elements and components that are included with this class |
INSTRUCTOR Tab—Contains a biography and the contact information on the class instructor.
|
|
Component |
Description |
|
A |
Key Designations |
Instructor, company, professional designations and accreditations |
|
B |
Biography | Instructor’s bio highlighting their history, accomplishments and credentials |
|
C |
Contact Information |
Instructor’s contact information or links for additional information |
MATERIALS Tab—Contains materials to be reviewed prior to, or with, the video presentation, to aid comprehension.
|
# |
Component |
Description |
|
1 |
Key Terms & Definitions |
PDF of key terms and definitions contained in the class for pre-learning and reference |
|
2 |
Presentation Slides |
PDF of the presentation video’s slides for class accompaniment or future reference |
|
3 |
Pre-Class Reading Materials |
Articles covering basic concepts of the class that participants should know before viewing the presentation video |
|
4 |
Pre-Class Tools |
Worksheets and forms that will be referenced and used in the class |
PRIMARY PRESENTATION Tab—Primary VES Class components that contain the presentation video, test, benefits, credits and certificate of completion.
|
|
Component |
Description |
|
A |
Presentation Video |
Primary presentation video that must be completed to access the tab’s remaining components |
|
B |
Test |
Must pass test to unlock bonus videos, Segment Incentive Bonus, Words of Wisdom, credits and certificate of completion |
|
C |
Bonus Videos |
Select classes include additional educational bonus videos that are unlocked after passing the test |
|
D |
Words of Wisdom |
Benefit that provides passing test participants with >span class="NormalTextRun SCXW141557351 BCX0">’s single most important piece of investment advice |
|
E |
Segment Incentive Bonus (SIB) |
Provides passing participants a complimentary or discounted offer for a book, investment tool or service |
|
F |
Credits & Completion |
Upon completing the components in the Primary Presentation tab, the class credits are automatically allocated to the participant’s account and a certificate of completion is released for downloading or printing |
RESOURCES Tab—Additional learning resources that include books, articles, forms, spreadsheets, Active Investing (AI) Tools and associated products or services.
SURVEY Tab—Area for class participants to rate the instructor and the content of the class.
DISCUSSION Tab—Open forum area to post comments, ask questions or interact with other participants on the class materials.
|
# |
Component |
Description |
|
1 |
New Comments |
Area to post new comments or ask questions on the class content |
|
2 |
Discussions History |
Area to review previous questions, opinions and comments from other class participants |
|
3 |
Replies |
Area to interact and share information by responding to other class participant comments or requests |
“?” Tab—Resources and contact information to obtain assistance for all VES Class topics, AAII membership or Active Investing (AI) Tools.
PRESENTATION SLIDES Example
WORDS OF WISDOM Example
SEGMENT INCENTIVE BONUS Example
KEY TERMS & DEFINITIONS Example
CERTIFICATE OF COMPLETION Example
For detailed information and a comprehensive listing of resources on a VES Class or AAII’s EI Course including technical issues, navigation, structure, testing, credit accruals, VES Class agreements and EI Course certification, please go to: www.aaii.com/learn
For specific VES Class or AAII EI Course related questions, please contact the VES coordinator at: ves@aaii.com
For purchases or for a complete listing of VES Classes, VES Packages, the EI Course and their respective features and components, please go to: www.aaii.com/ves
For general information on access, purchases or refunds for a VES Class or the EI Course, please contact AAII’s Member Services at: members@aaii.com
For AAII membership or any other AAII-related product inquiries, please contact AAII’s Member Services department at: members@aaii.com
For complete details, terms, rights and limitations with any VES Class, VES Package or AAII’s EI Course, please access the “VES Agreement and Disclaimer” document at: www.aaii.com/learn