` EI Course Preview

Contains 1 Component(s)

This EI Course preview area allows participants to preview the classes in the EI Course prior to registering. Please open the 'EI Course Introduction, Instructions & Resources" module directly below for a comprehensive suite of resources for both versions of the EI Course .

This *AAII's Essential Investing Course version has been created to allows participants to preview the various components of the EI Course prior to registering.

After registering for this *AAII Essential Investing Course version, both the EI Structured Course and the EI FlexiLearn courses will appear for taking the actual course.

More Information

`EI Course Introduction, Instructions & Resources - (highly recommended)

Contains 21 Component(s)

This introductory module of the Essential Investing Course contains a welcome video, class and course features, reference documents, instructions and navigation information. Additional areas include how to attain assistance, resources for the Active Investing Tools and VES Class and EI Course rights and obligations. If this is your first class or course, reviewing this module is highly recommended.

Welcome to your first Essential Investing Course Module!

Please review the content on this page before proceeding to the other sections.

This opening course module contains resources and information for both the EI Structured Course and the EI FlexiLearn Course. To begin this module, please review this page as it contains essential information to navigate and complete the EI Course. The remaining content in this module is not mandatory, but review of the "highly recommended" areas listed below is advised.

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Quick Start Guide — 7 Things You Need to Know to Complete The FlexiLearn Course

When starting or continuing a class in the EI Course, you must access the class from within the EI Course in the "Package" section. Do not access classes from the "On-Demand Products" section.

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When you have completed this module or any class in the EI Course, select "Back to Package" at the top of the screen to return to the primary page of the course. On some devices, the "Back to Package" may be hidden. If this occurs, please return to the AAII Learning Center, select the EI Course again and then choose your next class.

Some documents in the EI Course will open in separate windows, and some will be downloaded as a PDF to your download folder. Downloaded documents must be retrieved from your devices download folder. This location will vary according to the type of device and/or browser that you are using.

This module should be completed like reading a book. Start with the upper-left tab and go from the top component to the bottom component in that tab. After completing that tab, proceed to the next tab to its immediate right.

Components within each tab should be completed sequentially from the top to the bottom.
All the areas in the EI FlexiLearn Course, including the presentation videos, will retain your progress. You do not have to finish an area or class in one session.
Videos are provided in an interactive (SCORM) format and because they are interactive, you may have to bypass a pop-up blocker message to start them.

Recommended Components in This Opening Module:

The "How to Navigate and Complete a VES Class" and the "How to Navigate and Complete the EI Course" videos are highly recommended.
If you are having trouble starting or controlling a video, please review the "Understanding the Course Video Controller" information.
The VES Agreement & Disclaimer is the primary resource for the entire EI Course.

Segment Section Overview:

EI Course Welcome Video: This 7-minute video discusses the primary components, benefits and goals of the EI Course.
EI Course Overview, Highlights & Content: This area contains various documents listing the course's features, curriculum, credits and benefits.
VES Class Navigation & Information: This area covers various class features, their overall structure and how to navigate them.
EI Course Navigation & Information: This area covers various EI Course features, their overall structure and how to effectively navigate the Course to completion.
Active Investing Tools Information and Resources: This area provides information for those interested in AAII's Active Investing WorkStation and its associated investment tools.
Additional Documentation: This area contains additional EI Course resources.

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To continue with the EI Course, proceed to the next tab "Course Instructions & Resources."

Review the "Recommended Content" content area at the top.

The remaining areas include additional resources that you may want to review. >>

For technical issues, questions or concerns with this course please, contact the course administrator at ves@aaii.com

Ben Johnson

Director of Global Exchange-traded Fund Research

Morningstar

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Ben Johnson, CFA, is director of global exchange-traded fund research for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. Before assuming his current role in 2012, he was director of ETF research for Europe and Asia. He also previously served as a senior equity analyst, covering the agriculture and chemicals industries. Before joining Morningstar in 2006, he worked as a financial advisor for Morgan Stanley. Johnson holds a bachelor’s degree in economics from the University of Wisconsin. He also holds the Chartered Financial Analyst® designation. In 2015, Fund Directions and Fund Action named Johnson among the 2015 Rising Stars of Mutual Funds.

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Website

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Bruce Johnstone

Senior Managing Director and Marketing Investment Strategist

Fidelity Investments

Between degrees from Harvard College and Harvard Business School, Bruce Johnstone served two years in the U.S. Navy as an officer on a Destroyer. He joined Fidelity Investments in 1966. From 1972–1990, he managed the Fidelity Equity-Income Fund. During that period, the fund achieved a return of over 1,100%, nearly twice that of the S&P 500 index. This return ranked him as the #1 equity-income fund manager in the nation for that 19-year period. In 1987, he was named America’s Best Income Investor by Money Magazine. Eric Kobren, former publisher of Fidelity Insight, has said Johnstone ranks “a close second” to Peter Lynch as Fidelity’s best all-time fund manager.

Charles Rotblut

AAII vice president and editor of the AAII Journal

American Association of Individual Investors

Charles Rotblut, CFA, is a vice president and financial analyst at AAII. He is the editor of the AAII Journal, created VMQ Stocks, co-created AAII Dividend Investing, helps to manage the Stock Superstars Report portfolio and authors the weekly AAII Investor Update email. Rotblut regularly speaks to the media, including CNBC and Kiplinger’s. He is also a Wall Street Journal expert panelist. His book, "Better Good than Lucky: How Savvy Investors Create Fortune with the Risk-Reward Ratio," was published in November 2010.

Rotblut holds the Chartered Financial Analyst designation and has analyzed both publicly traded and privately held companies. His experience includes working for Zacks Investment Research, an investment research firm; INVESTools, an investment education company; Curian Capital, a money management firm; and McClure, Schumacher & Associates, a business valuation firm. Rotblut holds a bachelor's of science in journalism from the University of Kansas.

AAII Author Page

Email

Christine Benz

Director of Personal Finance & Retirement Planning Morningstar, Inc.

Morningstar

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Christine Benz is director of personal finance and retirement planning for Morningstar and senior columnist for Morningstar.com. In that role, she focuses on retirement and portfolio planning for individual investors. She also co-hosts a podcast for Morningstar, The Long View, which features in-depth interviews with thought leaders in investing and personal finance. She is a frequent public speaker and is widely quoted in the media, including The New York Times, The Wall Street Journal, Barron’s, CNBC, and PBS. In 2020, Barron’s named her to its inaugural list of the 100 most influential women in finance; she appeared on the 2021 list as well. In 2021, Barron’s named her as one of the 10 most influential women in wealth management.

Benz is author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances (Wiley, 2010). She is also co-author of Morningstar® Guide to Mutual Funds: 5-Star Strategies for Success, a national bestseller published in 2003, and author of the book’s second edition, which was published in 2005. Before assuming her current role in 2008, she served as Morningstar's director of mutual fund analysis and was editor of Morningstar Mutual Funds and Morningstar FundInvestor.

Benz holds a bachelor’s degree in political science and Russian/East European studies from the University of Illinois at Urbana-Champaign. She is a board member of the John C. Bogle Center for Financial Literacy. Benz is also a member of The Alpha Group, a group of thought leaders from the wealth management industry from across the country. In her free time, she works with underprivileged women to improve their understanding of personal finance concepts.

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Website

Derek J. Hageman

AAII Financial Analyst, Editor of the AAII Dividend Investing (DI) service

American Association of Individual Investors

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Derek J. Hageman was a financial analyst at AAII. He was editor of the AAII Dividend Investing (DI) advisory service and served on the Stock Superstars Report (SSR) advisory committee. Hageman earned a bachelor’s degree in finance and French from the University of St. Thomas in St. Paul, Minnesota, and an MBA from the University of Denver. He was a Level III Chartered Financial Analyst (CFA) Candidate and analyzed both publicly traded and privately held companies. Hageman’s experience included working as an equity analyst at a long/short value investment firm, a real estate investment manager for a family office and a senior associate at a private equity firm. He started his career as a Peace Corps volunteer in Senegal, West Africa.

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AAII Author Page

National Association of Active Investment Managers (NAAIM)

David Moenning (Past President)

National Association of Active Investment Managers

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The National Association of Active Investment Managers (NAAIM) was formed in 1989 as a non-profit association of registered investment advisers who provide active management services to investors. The goal of the NAAIM members is to produce favorable risk-adjusted returns for their clients as an alternative to more passive allocation strategies. Today NAAIM includes more than 110 advisory firm members managing an estimated $30 billion. These firms range from small regional advisers to large national firms with over $1 billion in assets under management. Other members of NAAIM include private equity fund managers, mutual fund companies, custodians and a variety of other firms that provide professional services to financial advisers.

David Moenning has had a long investment career starting in 1980 that included independent money management, a partner in a private money management firm and founded his own firm, Heritage Capital Management. Moenning is a Past President and Chairman of the National Association of Active Investment Managers (NAAIM).

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To Learn More About the NAAIM:

Email: info@naaim.org

Phone: (888) 261-0787

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Website

Facebook

Ken Fisher

Founder, Executive Chairman and Co-Chief Investment Officer

Fisher Investments

Ken Fisher is the founder, executive chairman and co-chief investment officer of Fisher Investments, a $67 billion-plus asset management firm spanning six continents institutionally for high-net-worth individuals. He has written 11 books, including four New York Times bestsellers, and has penned the Forbes Portfolio Strategy column for 31 years, making him the second-longest-running columnist in Forbes’ 98-year history. He also writes regular columns for Germany’s Focus Money and Britain’s Financial Times.

A prize-winning researcher, Fisher’s early 1970s theoretical work is the first writing and research on today’s widely used price-to-sales (P/S) ratio. In 2010, ThinkAdvisor named Fisher one of the industry’s 30 most influential people over the prior 30 years. He won the 2009 Tiburon CEO Summit’s inaugural award for “Challenging Conventional Wisdom.” He is ranked 211 on the 2015 Forbes “400 List of Richest Americans.”

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Fisher Investments

Paul Merriman

Founder of the Merriman Financial Education Foundation

Merriman Financial Education Foundation

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Paul Merriman is a financial educator, author and podcaster. Paul is a nationally recognized authority on mutual funds, index investing, asset allocation and both buy-and-hold and active management strategies. He retired in 2012 from the wealth management firm he started in 1983 to found The Merriman Financial Education Foundation, a registered 501(c)(3) dedicated to providing free financial education to investors of all ages, especially do-it-yourselfers, helping them make informed decisions and successfully implement their retirement savings strategy.

Website

Email

Raymond A. Rondeau (Moderator)

AAII Investment Strategist and Senior Technical Analyst

American Association of Individual Investors

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Raymond A. Rondeau is an investment strategist and senior technical analyst at AAII, and product manager of AAII’s Active Investing. He is the host and creator of AAII’s Essential Investing Course and the author of the AAII Computerized Investing “Classic Technical Indicators” series.

Since 1998, Rondeau has given more than 180 educational and instructional lectures at various academic, retail and professional investor events across the country on various trading and investment strategies. Rondeau’s writing has been published at Systems & Forecast, Yahoo Finance, Forbes newsletters, Kiplinger magazine, Nasdaq.com and ETF.com, where he wrote a weekly investment column called Rondeau’s Roundup. Additionally, he covered many of these topics on his internet radio investment show, Market Mavens, on the UR Business Network.

Rondeau is a TradeStation EasyLanguage and MetaStock developer and programmer of numerous indicators, including Rondeau’s Reversion, PROVE, Kinetic Conviction and Optimized Balance Conviction (OBC). Rondeau is a member of the NAAIM and CMT Association.

* Course Agreement & Disclaimer

Help & Resources

AAII VES Information and Resources

For detailed information and a comprehensive listing of resources including, access, technical issues, navigation, curriculums, class structure, testing, credit accruals, certification, and agreements, please go to: www.aaii.com/learn

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VES Class or EI Course Questions

For specific VES Class or EI Course related questions, please contact the VES coordinator at: ves@aaii.com

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VES Class or EI Course Listings and Access

For purchases or a complete listing of VES Classes, VES Packages, the EI Course and all their respective features and components, please go to: www.aaii.com/ves

VES Class or EI Course Services

For general information on access, purchases, or refunds for a VES Class or the EI Course, please contact AAII's Member Services Department at: members@aaii.com

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VES Agreement & Disclaimer

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

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AAII Membership

For AAII membership or other AAII-related inquiries, please contact AAII’s Member Services department at: members@aaii.com.

_____________________________________________________________________________________________

AAII’s Active Investing (AI) Tool Questions

For AI Tool analysis or application-related questions that are part of or referenced in this VES Class, please contact the AI Tools coordinator at: aitools@aaii.com

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Active Investing (AI) Tool Listings and Access

For purchases or a complete listing of all the AI Tools and their respective features, including platform availability, please go to: www.aaii.com/aitools

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Active Investing (AI) Tool Platform Support

Platform-related questions or inquiries, including installation, tool management or technical support questions, should be directed to the third-party provider from which your AI Tools are being run.

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AI WorkStation No Account Support

Participants who have installed the AI WorkStation platform and who have not opened a TradeStation account should contact AAII for basic assistance at: aitools@aaii.com

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AI WorkStation With Account Support

Participants who have installed the AI WorkStation platform and who have opened a TradeStation account should contact TradeStation for full-service support at: clientservices@tradestation.com

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VES offerings and AI Tools are created and produced by the American Association of Individual Investors

AAII Getting Help

Building Wealth Through Investing - Part I (Raymond A. Rondeau)

Contains 4 Component(s), Includes Credits

In the first listed VES Class of the EI Course, Raymond Rondeau explains the importance and reasoning of many of the foundational investing beliefs and concepts of AAII and that successful investors feel are most relevant. Note: This class is part one of a two part series.

VES Class Instructions and Resources

If this is your first VES Class please review the content on this page as it contains essential information that you will need to know to navigate the VES Class to completion. Referenced videos and documents can be retrieved from repository at the bottom of this page. If you have previously completed another VES Class, then please proceed to the "Snapshot" section (tab) to continue with the class.

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Quick Start Guide - 5 Things You Need to Know to Complete This VES Class

VES Class documents will appear in a separate window or be downloaded as a PDF to your download folder. Downloaded documents must be retrieved from your device’s download folder. This location will vary according to the type of device and/or browser that you are using.

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Each VES class should be completed like reading a book. Start with the upper-left section on the page and go from the top component to the bottom component in that section. After completing that section proceeding to the next section to its immediate right.

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Components in the "Primary Presentation" section contain the video, test, benefits, credits and certificate. These components should be completed sequentially from the top to the bottom, as lower level components will only be unlocked after completion of the components above it. For instance, you must view at least 90% of a presentation video before you can open the class test.
All the areas in a VES Class, including the presentation videos will retain your progress. You do not have to finish an area or class in one session.
Presentation videos are provided in an interactive (SCORM) format for more effective learning. Because the videos are interactive, you may have to bypass a popup blocker message before the video will start.

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Highly Recommended Resources to Review before your FIRST Class (located below):

How to Navigate a VES Class - detailed instructions to effectively navigate and complete a VES Class (video or document).
Completing a VES Class FAQs - answers to the most frequently asked questions for completing a VES Class.
Understanding the Interactive Video Controller - instructions for starting and controlling advanced features of a video (video or document).

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Class Section Descriptions:

Snapshot: An overview of the class topic, focus, requirements, and components.

Instructor: A biography and the contact information on the class instructor.

Materials: Education materials to be reviewed prior to, or with, the presentation video, to aid comprehension.

Primary Present: VES Class primary components, including the video, test, benefits, credits and Certificate of Completion.

Resources: Additional learning resources include books, articles, forms, spreadsheets, AI Tools, and related services.

Survey: Area for class participants to rate the instructor and the content of the class.

Discussion: Open forum area to post comments, ask questions, or interact with other participants on the class content.

"?": Resources and contact information to obtain assistance for VES offerings, AAII membership and AI Tools..

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Additional Resources (attached below): .

VES Class Welcome Video - welcome video that includes a broad overview of AAII's Video Education Series.
VES Agreement & Disclaimer - primary resource listing the terms and details for all AAII VES offerings.
VES General FAQs - answers to the most frequently asked VES Class questions.
VES Class Features & Highlights - overview of all the features that are included with a VES Class.
VES Class Video Icon Assistance Designations - quick reference for identifying the icons in the class videos.
Discussion Forum Rules and Guidelines - rules and regulations for contributors to the discussion forum.
Active Investing Workstation and AI Tools Overview - reference for AI Tool-based VES Classes only.

To continue with this VES Class, please proceed to the next section (tab) labeled "Snapshot". >>>

For technical issues, questions or concerns with this course please, contact the course administrator at ves@aaii.com

VES Class Welcome (video)

How to Navigate a VES Class (video)

How to Navigate a VES Class

Completing a VES Class FAQs

Understanding the Interactive Video Controller (video)

Understanding the Interactive Video Controller

______________________________

VES Agreement & Disclaimer

VES General FAQs

VES Class Features & Highlights

Class Video Icon Assistance Designations

Discussion Forum Rules & Guidelines

Active Investing (AI) Tools and WorkStation Overview

AAII Homepage

AAII Learn Classes & Support Website

Synopsis

In this first VES Class of the EI Course, host Raymond Rondeau explains the importance and reasoning of many of the foundational investing beliefs of AAII and that successful investors feel are most relevant. Included in this class is a real-life story illustrating that the building of wealth is possible for anyone who develops a sound plan (that is right for them), who is willing to take action to implement that plan and who has the discipline to follow it. Commonly misunderstood themes that are addressed include the incorrect belief that an investor needs lots of starting capital, has to allocate extensive amounts of time, has to develop ultrasophisticated strategies or needs costly data feeds or expensive equipment to be effective.

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Class Details

Organization:	American Association of Individual Investors (AAII).
Presenter:	Raymond A. Rondeau
Title:	Building Wealth Though Investing (Part I)
Duration:	48 Minutes
Credits:	2 Credits (completion of part I)
Words of Wisdom:	Yes
Segment Incentive Bonus:	Yes - After Completion of BWTI Part II ....................................
Course Inclusion:	Structured & FlexiLearn

Class Focus

Topic:	Wealth Building Approaches and Strategies ________
Recommended Level:	Novice to Advanced
Appropriate:	All Investors

Class Criteria

Credits Accrued:	Passing Test Score (>= 65%) a____________
Words of Wisdom:	Viewing Requirement (>= 90%)
SIB Benefit:	Passing Test Score (>= 65%)

Pre-Class | Post-Class Recommendations

Pre-Class Suggestions:	N/A
Class Associated Tools:	N/A
Continuing Education Classes:	AAII's Essential Investing Course
Associated AAII Offerings: ...........................................................	AAII Membership \| AAII Journal____

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Additional Elements Included

Forms and Worksheets
Key Terms & Definitions
Learning Objectives
Lesson Summary
Preliminary Education Materials
Presentation Slides (PDF)
Resources Articles & Studies
Segment Discussion Forum
Segment Survey
Speaker Bio/Contact Information
Testing for Course Credits

Raymond A. Rondeau (Moderator)

AAII Investment Strategist and Senior Technical Analyst

American Association of Individual Investors

.

Raymond A. Rondeau is an investment strategist and senior technical analyst at AAII, and product manager of AAII’s Active Investing. He is the host and creator of AAII’s Essential Investing Course and the author of the AAII Computerized Investing “Classic Technical Indicators” series.

Since 1998, Rondeau has given more than 180 educational and instructional lectures at various academic, retail and professional investor events across the country on various trading and investment strategies. Rondeau’s writing has been published at Systems & Forecast, Yahoo Finance, Forbes newsletters, Kiplinger magazine, Nasdaq.com and ETF.com, where he wrote a weekly investment column called Rondeau’s Roundup. Additionally, he covered many of these topics on his internet radio investment show, Market Mavens, on the UR Business Network.

Rondeau is a TradeStation EasyLanguage and MetaStock developer and programmer of numerous indicators, including Rondeau’s Reversion, PROVE, Kinetic Conviction and Optimized Balance Conviction (OBC). Rondeau is a member of the NAAIM and CMT Association.

Getting Help

Course Related Questions

For all course related questions or recommendations including technical issues, navigation, the course’s structure, testing, credit accruals and certification, please contact the VES administrator at: ves@aaii.com

Course Access

For any purchase or refund inquiries related to this course, please contact AAII’s Member Services department at: members@aaii.com or visit www.aaii.com/learn

AAII Membership

For AAII membership or any other AAII-related inquiries, please contact AAII’s Member Services department at: members@aaii.com.

AAII’s Technical Investing Platform Questions

For course participants who have elected to download the complimentary AAII Technical Investing Platform and who HAVE NOT OPENEND a TradeStation Account, please contact the AI Tool administrator at: aitools@aaii.com

For course participants who have elected to download the complimentary AAII Technical Investing Platform and who HAVE OPENED a TradeStation Account, please contact TradeStation’s member services at: clientservices@tradestation.com

Please note: That TradeStation representatives will NOT be able to assist you unless you have an active TradeStation account. To open an account please go to: TradeStation Getting Started With AAII's Technical Investing Platform

This course was created and produced by the American Association of Individual Investors

AAII Learn Classes & Support Website

More Information

Building Wealth Through Investing - Part II (Raymond A Rondeau)

Contains 5 Component(s), Includes Credits

In part II of Building Wealth Through Investing, we cover various investing strategies, including Shane's final approach to bequeath $1 million to his son, in revelations eight through twenty. Note: You must complete Building Wealth Through Investing Part I before taking this class.

VES Class Instructions and Resources

If this is your first VES Class, please review the content on this page as it contains essential information that you will need to know to navigate the VES Class to completion. Referenced videos and documents can be retrieved from the repository at the bottom of this page. If you have previously completed another VES Class then please proceed to the "Snapshot" tab to continue with the class.

.

Quick Start Guide — 6 Things You Need to Know

VES Class documents will appear in a separate window or be downloaded as a PDF to your download folder. Downloaded documents must be retrieved from your device’s download folder. This location will vary according to the type of device and/or browser that you are using.

.

Each VES Class should be completed like reading a book. Start with the upper-left section on the page and go from the top component to the bottom component in that section. After completing that section, proceed to the next section to its immediate right.

.

Components in the "Primary Presentation" section contain the video, test, benefits, credits and certificate. These components should be completed sequentially from the top to the bottom, as lower level components will only be unlocked after completion of the components above it. For instance, you must view at least 90% of a presentation video before you can open the class test.
All the areas in a VES Class, including the presentation videos, will retain your progress. You do not have to finish an area or class in one session.
Presentation videos are provided in an interactive (SCORM) format for more effective learning. Because the videos are interactive, you may have to bypass a pop-up blocker message before the video will start.

This VES Class references specific AAII Active Investing tools. To utilize these tools you will need to download the tools to an investment platform like TradeStation or MetaStock that supports them. To learn more about how to access these tools and the platforms that support them go to www.aaii.com/aitools.

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Highly Recommended Resources to Review Before Your FIRST Class

How to Navigate a VES Class — detailed instructions to effectively navigate and complete a VES Class (video or document).
Completing a VES Class FAQs — answers to the most frequently asked questions for completing a VES Class.
Understanding the Interactive Video Controller — instructions for starting and controlling advanced features of a video (video or document).

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Class Tab Descriptions:

Snapshot: An overview of the class topic, focus, requirements and components.

Instructor: A biography and the contact information on the class instructor.

Materials: Education materials to be reviewed prior to, or with, the presentation video, to aid comprehension.

Primary Present: VES Class primary components, including the video, test, benefits, credits and Certificate of Completion.

Resources: Additional learning resources include books, articles, forms, spreadsheets, AI Tools and related services.

Survey: Area for class participants to rate the instructor and the content of the class.

Discussion: Open forum area to post comments, ask questions or interact with other participants on the class content.

"?": Resources and contact information to obtain assistance for VES offerings, AAII membership and AI Tools.

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Additional Resources

VES Class Welcome Video — welcome video that includes a broad overview of AAII's Video Education Series.
VES Agreement & Disclaimer — primary resource listing the terms and details for all AAII VES offerings.
VES General FAQs — answers to the most frequently asked VES Class questions.
VES Class Features & Highlights — overview of all the features that are included with a VES Class.
VES Class Video Icon Assistance Designations — quick reference for identifying the icons in the class videos.
Discussion Forum Rules and Guidelines — rules and regulations for contributors to the discussion forum.
Active Investing Workstation and AI Tools Overview — reference for AI Tool-based VES Classes only.

>> To continue with this VES Class, please proceed to the next tab labeled "Snapshot."

For technical issues, questions or concerns with this course please, contact the course administrator at ves@aaii.com.

VES Class Welcome (video)

How to Navigate a VES Class (video)

How to Navigate a VES Class

Completing a VES Class FAQs

Understanding the Interactive Video Controller (video)

Understanding the Interactive Video Controller

____________________________________

VES Agreement & Disclaimer

VES General FAQs

VES Class Features & Highlights

VES Class Video Icon Assistance Designations

Discussion Forum Rules & Guidelines

Active Investing (AI) Tools and WorkStation Overview

AAII Homepage

AAII Learn Classes & Support Website

AAII Active Investing Tools

Synopsis

In part II of Building Wealth Through Investing, Raymond Rondeau covers investing revelations eight through twenty. Coverage includes various investing strategies and the method that Shane ultimately decided to use to target his goal of bequeathing $1 million to his son. Included in this class are several quizzes to ensure comprehension of the material and numerous reference articles and strategy reports. Note: Building Wealth Through Investing Part I must be completed before taking this class.

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Class Details

Organization:	AAII
Presenter:	Raymond A Rondeau
Title:	Building Wealth Though Investing (Part II)
Duration:62	62 Minutes
Credits:	3 Credits (Completion of Part II)
Words of Wisdom:	Yes
Segment Incentive Bonus:...	Book: A Comprehensive Review of the Relative Strength Index
Course Inclusion:	Structured & FlexiLearn

Class Focus

Topic:	Wealth Building Approaches and Strategies ______
Recommended Level:	Novice to Advanced
Appropriate:	All Investors

Class Criteria

Credits Accrued:	Passing Test Score (>= 67%) aaaaa...aaa
Words of Wisdom:	Viewing Requirement (>= 90%)
SIB Benefit:	Passing Test Score (>= 67%)

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Pre-Class | Post-Class Recommendations

Pre-Class Suggestions: ..........................................	Building Wealth Through Investing Part I
Class Associated Tools:	Active Investing WorkStation (supplemental)
Continuing Education Classes:	AAII's Essential Investing Course
Associated AAII Offerings:	AAII's Active Investing WorkStation _____

Additional Elements Included

Active Investing Tools Access*
Forms and Worksheets
Key Terms & Definitions
Learning Objectives
Lesson Summary
Preliminary Education Materials
Presentation Slides (PDF)
Resources Articles & Studies
Segment Discussion Forum
Segment Survey
Speaker Bio/Contact Information
Testing for Class & Course Credits
*TradeStation platform is required to access AAII's Active Investing Workstation

Raymond A. Rondeau

AAII Investment Strategist and Senior Technical Analyst

American Association of Individual Investors

.

Raymond A. Rondeau is an investment strategist and senior technical analyst at AAII, and product manager of AAII’s Active Investing. He is the host and creator of AAII’s Essential Investing Course and the author of the AAII Computerized Investing “Classic Technical Indicators” series.

Since 1998, Rondeau has given more than 180 educational and instructional lectures at various academic, retail and professional investor events across the country on various trading and investment strategies. Rondeau’s writing has been published at Systems & Forecast, Yahoo Finance, Forbes newsletters, Kiplinger magazine, Nasdaq.com and ETF.com, where he wrote a weekly investment column called Rondeau’s Roundup. Additionally, he covered many of these topics on his internet radio investment show, Market Mavens, on the UR Business Network.

Rondeau is a TradeStation EasyLanguage and MetaStock developer and programmer of numerous indicators, including Rondeau’s Reversion, PROVE, Kinetic Conviction and Optimized Balance Conviction (OBC). Rondeau is a member of the NAAIM and CMT Association.

Getting Help

Course Related Questions

For all course related questions or recommendations including technical issues, navigation, the course’s structure, testing, credit accruals and certification, please contact Raymond A Rondeau at: essentialinvesting@aaii.com

Course Access

For any purchase or refund inquiries related to this course, please contact AAII’s Member Services department at: members@aaii.com or visit www.aaii.com/essentialinvesting

AAII Membership

For AAII membership or any other AAII-related inquiries, please contact AAII’s Member Services department at: members@aaii.com.

AAII’s Technical Investing Platform Questions

For course participants who have elected to download the complimentary AAII Technical Investing Platform and who HAVE NOT OPENEND a TradeStation Account, please contact Raymond A Rondeau at: essentialinvesting@aaii.com

For course participants who have elected to download the complimentary AAII Technical Investing Platform and who HAVE OPENED a TradeStation Account, please contact TradeStation’s member services at: clientservices@tradestation.com

Please note: That TradeStation representatives will NOT be able to assist you unless you have an active TradeStation account. To open an account please go to: TradeStation Getting Started With AAII's Technical Investing Platform

This course was created and produced by the American Association of Individual Investors

AAII Learn Classes & Support Website

More Information

` Essential Investing Course Continuation (mandatory)

Contains 1 Component(s)

The completion of this module is required to access additional modules or classes in the EI Structured Course or the EI FlexiLearn Course. Earlier listed modules and classes, including the Building Wealth Through Investing classes, can be viewed while retaining the "free trial | right to refund" offer.

This module must be completed to continue with the Essential Investing Course.

By signing this agreement, you acknowledge that you are purchasing the AAII Essential Investing Course in full, and you are forfeiting your option for any refunds as detailed in the "VES Agreement & Disclosure" document.

Getting Help

EI Course Information and Resources

For detailed information and a comprehensive listing of resources including technical issues, navigation, class structure, testing, credit accruals, agreements and certification, please go to: www.aaii.com/learn

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VES Class or EI Course Questions

For specific VES Class or EI Course related question, please contact the VES coordinator at: ves@aaii.com

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VES Class or EI Course Listings and Access

For purchases or a complete listing of VES Classes, VES Packages, the EI Course and all their respective features and components please go to: www.aaii.com/ves

VES Class or EI Course Services

For general information on access, purchases, or refunds for a VES Class or the EI Course, please contact AAII's Member Services Department at: members@aaii.com

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VES Agreement & Disclaimer

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

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AAII Membership

For AAII membership or other AAII-related inquiries, please contact AAII’s Member Services department at: members@aaii.com.

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AAII’s Active Investing (AI) Tool Questions

For AI Tool analysis or application related questions, that are part of or referenced in this VES Class, please contact the AI Tools coordinator at: www.aaii.com/aitools

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Active Investing (AI) Tool Listings and Access

For purchases or a complete listing of all the AI Tools and their respective features, including platform availability, please go to: www.aaii.com/aitools

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Active Investing (AI) Tool Platform Support

Platform related questions or inquiries, including installation, tool management or technical support questions, should be directed to the third-party provider that your AI Tools are being run from.

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This VES Class was created and produced by the American Association of Individual Investors

Wealth-Building Process (Charles Rotblut)

Contains 5 Component(s), Includes Credits

In this AAII VES Class, AAII's Charles Rotblut covers the five-step AAII PRISM Wealth-Building Process, a framework for achieving your financial goals. He explains the key components and why they matter and provides a number of forms and worksheets to assist investors with the wealth-building process.

VES Class Instructions and Resources

If this is your first VES Class please review the content on this page as it contains essential information that you will need to know to navigate the VES Class to completion. Referenced videos and documents can be retrieved from repository at the bottom of this page. If you have previously completed another VES Class, then please proceed to the "Snapshot" section (tab) to continue with the class.

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Quick Start Guide - 5 Things You Need to Know to Complete This VES Class

VES Class documents will appear in a separate window or be downloaded as a PDF to your download folder. Downloaded documents must be retrieved from your device’s download folder. This location will vary according to the type of device and/or browser that you are using.

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Each VES class should be completed like reading a book. Start with the upper-left section on the page and go from the top component to the bottom component in that section. After completing that section proceeding to the next section to its immediate right.

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Components in the "Primary Presentation" section contain the video, test, benefits, credits and certificate. These components should be completed sequentially from the top to the bottom, as lower level components will only be unlocked after completion of the components above it. For instance, you must view at least 90% of a presentation video before you can open the class test.
All the areas in a VES Class, including the presentation videos will retain your progress. You do not have to finish an area or class in one session.
Presentation videos are provided in an interactive (SCORM) format for more effective learning. Because the videos are interactive, you may have to bypass a popup blocker message before the video will start.

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Highly Recommended Resources to Review before your FIRST Class (located below):

How to Navigate a VES Class - detailed instructions to effectively navigate and complete a VES Class (video or document).
Completing a VES Class FAQs - answers to the most frequently asked questions for completing a VES Class.
Understanding the Interactive Video Controller - instructions for starting and controlling advanced features of a video (video or document).