Charlie Q. Yang, Ph.D., CFP®
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My name is Charlie Yang. I created the Financial Insight Academy as a non-profit research and education entity dedicated to free investor education. For over 20 years, thousands of investors have shared their stories with me about their financial advisors' false claims and behaviors, such as no-cost mutual funds from banks, high-income products with hidden risks, annuity products with misleading returns, etc.
Unfortunately, few people within the financial services industry are willing to offer free investor education content without any potential conflict of interest. Knowledge is power. |
Investor Knowledge Quiz
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Before you start, it is worthwhile to test your investment knowledge first. Download the Investor Knowledge Quiz pdf file and answer a simple quiz with only 15 questions. If you feel confident to answer all these questions, you have passed the test.
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Next, if you prefer to learn by yourself, IPT's online investor education booklets and its Basics of Savings and Investing are great tools to get started.
After you have learned the basics, you may consider studying further by following the guideline below designed by the Financial Insight Academy.
You may apply to have a dedicated personal or group financial coach to guide you through the whole investor education learning process. Please contact me directly by email: cqyang@afiea.com.
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Four Levels of Investor Knowledge
Here at the Financial Insight Academy, we want to empower investors by providing four levels of investor education content and resources to satisfy your learning needs.
- Level 1: Basics - Watch and listen to educational videos and audios to understand the financial industry. Learn some basic principles to avoid investment mistakes.
- Level 2: Protection - Study how to protect yourself from government white papers. Understand fees in popular investment products.
- Level 3: Theory - Gain some knowledge of investment analysis by looking into its history and scientific foundation.
- Level 4: Practice - Grasp the necessary skills to select the best investment products or services to meet your financial goals.
After you have completed the study of all four levels of investor knowledge contents, additional free learning materials and online resources are available for your further learning needs. If you need to talk to a Certified Financial Planner® for personalized investment coaching, please connect with me through LinkedIn or contact me directly for a free Q&A consultation.
Additional Learning
The following free knowledge sites offer additional advanced topics on Investment Benchmarks, Investment Standards, Robo-Advisors, and Investor Behaviors. These are good for those who have completed all four levels of leanings from the Financial Insight Academy.
Benchmark |
Standard |
Robo-Advisor |
Behavior |