For beginners
Not sure where to start?
Start with the basics.
If you're taking your first steps, this is your learning path.
This path is for anyone who has never studied finance and wants to understand what the news, the banks and the people around them are talking about. It needs no prior knowledge and no money to start. Follow it in order: first the words, then how the market moves and finally how to read information on your own.
Path 01
Essential concepts
The words you need to know to understand finance.
What you'll learn
- What saving, investing, interest, inflation and risk mean in everyday language
- The difference between keeping money and putting it to work
- How to read a new term without feeling it's a foreign language
A first step, today
Write down five money words you hear this week and don't fully understand. Next to each one, note what you think it means, even if you're unsure.
This is a preview of the path. If you'd like the full detail and to work through it with mentoring, write to Capital en Claro. Write to us
Path 02
How the market works
A simple introduction to the world of investing and markets.
What you'll learn
- What a market is and who takes part in it
- Why prices rise and fall without anyone setting them
- What a share, a bond and a fund are, explained with examples
A first step, today
Pick something you buy often and watch its price for a week. Note when it changes and what explanation you can think of for that change.
This is a preview of the path. If you'd like the full detail and to work through it with mentoring, write to Capital en Claro. Write to us
Path 03
Learn to analyse
Tools to interpret information and understand the context.
What you'll learn
- How to tell a fact from an opinion and from an advert
- What to compare a number with to know whether it's a lot or a little
- What to look at in a chart before reacting to it
A first step, today
Take a recent economic news story and underline every figure in it. Then ask yourself, for each one, where it came from and what it's being compared with.
This is a preview of the path. If you'd like the full detail and to work through it with mentoring, write to Capital en Claro. Write to us
Next step
Here you saw the preview.
The full path is best walked with someone beside you.
Each path has more steps, examples and exercises than fit on this page. If you'd like to see them and work through them with someone who answers your questions at your own pace, write to us. We'll tell you what Capital en Claro's mentoring is like and what it includes, with no commitment. Then you decide, calmly.
We call you by phone to answer your question.