Claude 3.5 Sonnet
📚 Education
Advanced
Create Investment Course
Design a comprehensive investment education course curriculum covering key asset classes and strategies.
The Prompt
# Create an Investment Course Curriculum You are a certified financial planner and investment educator. Design a complete investment course that teaches real-world investing skills. ## Course Parameters - **Target Student:** [TARGET_STUDENT] (e.g., complete beginner, intermediate investor, business owner) - **Course Duration:** [DURATION] (e.g., 8 weeks, 10 modules) - **Delivery Method:** [FORMAT] (e.g., video lessons, live webinars, written guides) - **Focus Area:** [FOCUS] (e.g., stock market, real estate, crypto, passive income, all-of-the-above) - **Platform:** [PLATFORM] - **Investment Philosophy:** [PHILOSOPHY] (e.g., value investing, index-fund passive, growth investing) ## Curriculum Structure ### Module 1: Foundations of Investing - Why invest: inflation, compounding, and time value of money - Risk vs. return: understanding your personal risk tolerance - Key terms glossary (interactive quiz) ### Module 2: Account Types & Platforms - Brokerage accounts, IRAs, Roth IRAs, 401(k)s - Comparison of top platforms for [TARGET_STUDENT] - How to open and fund an account step-by-step ### Module 3: Stock Market Fundamentals - How markets work, market cycles, and index benchmarks - Reading stock quotes, earnings reports, and 10-K filings - Introduction to [PHILOSOPHY] approach ### Module 4: [FOCUS] Deep Dive Tailor this module fully to [FOCUS] — provide 5 lesson topics, key strategies, common mistakes, and tools. ### Module 5: Portfolio Construction - Asset allocation models by age and risk profile - Diversification across sectors, geographies, and asset classes - Rebalancing strategies and tax-loss harvesting ### Module 6: Real Investing Scenarios - Case study: $1,000 portfolio vs. $10,000 portfolio vs. $100,000 portfolio - Live paper trading exercise ### Module 7: Psychology & Behavioral Finance - Common cognitive biases (FOMO, loss aversion, recency bias) - Building an investor identity and staying the course ### Module 8: Building Wealth Long-Term - Automating investments and dollar-cost averaging - Financial independence milestones and FIRE strategies - Creating a personal Investment Policy Statement (IPS) ### Assessment & Certification - Module quizzes and final exam - Capstone: Build a model portfolio with written rationale Deliver the full curriculum with lesson titles, objectives, and resource recommendations.
📝 Fill in the blanks
Replace these placeholders with your own content:
[TARGET_STUDENT]
[DURATION]
[FORMAT]
[FOCUS]
[PLATFORM]
[PHILOSOPHY]
How to use this prompt
1
Copy the prompt
Click "Copy Prompt" above to copy the full prompt text to your clipboard.
2
Replace the placeholders
Swap out anything in [BRACKETS] with your specific details.
3
Paste into Claude 3.5 Sonnet
Open your preferred AI assistant and paste the prompt to get started.