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Personality Test
Tutors

EdVision Labs
PROGRAM OVERVIEW
In this program you will explore the various tasks that the Markets/ Trading teams in Financial Institutions do
You will explore creating a stock/ brokerage report, pitching a stock to a potential investor, deciding when to buy/sell a stock, and managing an entire stock portfolio
This program was carefully designed by Markets/ Trading Professionals to give you a flavor of their job
You can check out our free preview under 'Introduction' and 'Task 1'
CURRICULUM
I. Personality Test
II. Introduction
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About Finance - Markets and Trading
III. Experiential Task 1 - (Research) Do secondary research on a company and create a research report to send to investors
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Instructions
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Help
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Resources
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Sample Answer
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Review
IV. Experiential Task 2 - (Sale) Convince an investor that they should do an transaction on the company with you
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Instructions
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Help
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Resources
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Review
V. Experiential Task 3 - (Trader) Decide when to buy or sell the stock of the company you convinced the investor to buy
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Instructions
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Help
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Resources
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Sample Answer
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Review
VI. Experiential Task 4 - (Portfolio Manager) Manage a portfolio of 5 stocks and decide when to sell/ buy the stock
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Instructions
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Help
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Resources
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Sample Answer
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Review
VII. Affinity Review
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Affinity Review