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Tutorial Modules -- About 1 hour to complete

  • 1

    Module 1: Welcome to the DIY Ethical-Sustainable Investing Pays Tutorial! (6 minutes)

    • What you'll learn and accomplish!

    • Tips for using this course player

    • The tale of two investors: Michael and Susan

    • Mod. 1: Two quick questions for you

  • 2

    Module 2: Research Validates Ethical-Sustainable Investing (6 minutes)

    • The research from Oxford and elsewhere

    • Research validation and the huge growth of ethical and sustainable investing

    • Consider other values too

    • Appendix: ESG values and scientific research references

    • Mod. 2: Two quick questions for you

  • 3

    Module 3: Importance of Identifying Values (4 minutes)

    • Other personal values to consider

    • These soft values are important

    • Conclusions concerning values

    • Mod. 3: Two quick questions for you

  • 4

    Module 4: Your Investor Profile (4 minutes)

    • Creating the values profile

    • Your Investor Profile

    • Mod. 4: Two quick questions for you

  • 5

    Module 5: Finding Industries that Match Your Profile (6 minutes). BEING REVISED..

    • Updated references and links

    • The process of finding your industries

    • Industries for Susan--the Activist (updated)

    • Industries for Angela--the Pragmatist (updated)

    • Industries for Michael--the Reformer (updated)

    • Industries for John--the Traditionalist (updated)

    • Here's what you do to select your industries

    • Mod. 5: Two quick questions for you

  • 6

    Module 6: Finding the Companies (5 minutes). BEING REVISED.

    • Here's how to find the companies

    • Now we find the companies

    • Link to company research dialogue box

    • Downloadable transcript for Module 6 (updated)

    • Mod. 6: Two quick questions for you

  • 7

    Module 7: Getting Financial Analyst Opinions (12 minutes). BEING REVISED.

    • Best online analyst opinion sites

    • The process for obtaining analyst opinions

    • All about analysts' opinions!

    • Downloadable transcript for Module 7

    • Mod. 7: Two quick questions for you

  • 8

    Module 8: Saving Big on Fees! (7 minutes)

    • Brokers/Advisors can help you--at a cost!

    • How very costly fees can be!

    • More on the value of DIY

    • Mod. 8: Two quick questions for you

  • 9

    Module 9: Congratulations & More! (8 minutes)

    • Want to go further?

    • Special offer on my PREMIUM Tutorial

    • Please Take This Short Survey

    • Contact Ron Robins

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