Sound Investing Principles

Every investor must start somewhere. We’ll cover investment basics including U.S. markets, volatility and risk and building a foundation, and types of investments including stocks, bonds, mutual funds and exchange traded funds, as well as the importance of asset allocation and diversification.

Colin Surges
Colin Surges

Instructor

View Colin Surges's Other Courses

Colin graduated from Baird’s highly competitive Financial Advisor Foundations Program in 2018 where he worked through rigorous rotations that provided him the work experience and educational opportunities necessary to become a Financial Advisor. Colin obtained his CERTIFIED FINANCIAL PLANNER™ designation in 2022.

Instructors:
  • Colin Surges
DateTimeLocation
Thu, Nov 19th 2026 6:30 - 7:45 PM J.J. Hill (Community Education Center)
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