Prerequisites & Foundation
Getting started with investment principles requires more than just enthusiasm — you need the right foundation. While you don't need a finance degree, certain basics will help you absorb complex concepts more effectively.
- Basic mathematics comfort — you'll work with percentages, compound calculations, and simple ratios regularly
- Familiarity with spreadsheet software like Excel or Google Sheets for tracking and analysis
- Access to financial news sources — start following market updates through reputable publications
- Understanding of your current financial position including income, expenses, and any existing investments
- Commitment to dedicate 5-8 hours per week for study and practical application
Quick Foundation Builder
Spend a week reading financial terms daily. Start with 10 minutes each morning reviewing basic investment vocabulary — this small habit will pay dividends when you encounter these terms in context during your learning.