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Learning path

Building

First-Time Investor

Start growing your wealth

6 lessons5 tools3-4 weeksintermediate

First step: The Power of Compound Growth

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About this path

Ready to make your money work for you? This path will take you from investing newbie to confident investor, covering everything from the basics to opening your first investment account.

The journey

01The Power of Compound GrowthLesson· Required· Up nextSee why time in the market matters
02Visualize Compound GrowthTool· RequiredSee how your money can grow over time
03Investing BasicsLesson· RequiredLearn the fundamentals of investing
04Stocks, Bonds, and FundsLesson· RequiredUnderstand the main investment types
Foundation Built
Milestone
You understand how investing works
05401(k) BasicsLesson· RequiredYour employer's retirement plan explained
06Optimize Your 401(k)Tool· RequiredMake sure you're getting the full match
07Roth vs TraditionalLesson· RequiredChoose the right account type for you
08Compare Account TypesTool· RequiredSee which option saves you more
Account Type Chosen
Milestone
You know which retirement account is right for you
09Asset AllocationLesson· RequiredLearn how to diversify your investments
10Find Your AllocationTool· RequiredGet an age-appropriate investment mix
Ready to Invest
Milestone
You have an allocation and are ready to start
11Practice InvestingToolTry investing with no risk

What you'll achieve

Understand how investing works
Know the difference between stocks, bonds, and funds
Choose between Roth and Traditional accounts
Set up your first investment account
Create an age-appropriate asset allocation

Milestones

01Foundation BuiltYou understand how investing works
02Account Type ChosenYou know which retirement account is right for you
03Ready to InvestYou have an allocation and are ready to start