Saturday Seminars for Investors


Investor SeriesExpand Your Investment Horizon!

Learn how to better manage your portfolio and develop new investment strategies with these convenient 1-day seminars. Designed for individual investors, the Saturday Seminars for Investors survey various facets of investment strategies for creating and maximizing long-term wealth and financial health.

Offered each quarter, the series consists of three one-day seminars that cover a wide range of investment topics.   

Key Features and Benefits

  • Instructor-led seminars that are conveniently offered on Saturdays in a relaxed, workshop format.
  • Interactive lectures that are presented by experienced instructors who are financial professionals with extensive investment experience.
  • Choose from a wide variety of investment seminars, covering topics such as stock options, technical analysis, alternative investments, and behavioral finance.      
Special Discount!

UCLA Extension Certificate Students and Graduates can enroll at a discount rate of $55 for each seminar. Contact Sam Gomez at (310) 825-4938 for more information.

Schedule of Upcoming Seminars

Click on the respective course titles below to view full course descriptions and to enroll.   

Winter ’17 Flyer

Introduction to the Stock Market  Feb 11
Learn about the equities markets and the approaches that successful investors use to select stocks. Topics include goal-setting and successful strategies; protecting profits and limiting losses; understanding investment risk and market psychology; techniques for selecting stocks in both up and down markets; stock classifications–growth, income, cyclical, interest-sensitive, and defensive; approaches to the study of the markets–understanding market cycles; diversification through mutual funds; potential impact of current monetary and fiscal policy on portfolios; tracking/measuring stock performance; and how to read and comprehend financial tables and sources of information.

Investing In Real Estate Feb 25
With investors looking to diversify their portfolios in search of higher returns, many individuals wish to invest a portion of their financial resources in real estate that has the potential for high rates of return. Whether you are interested in investing in real estate to provide supplemental income, retirement income, or as a long-term portfolio diversification strategy, this one-day seminar introduces the skills and knowledge for researching and analyzing real estate investment opportunities. Topics include real estate investment options, including investing directly in income-producing properties or through real estate investment trusts (REITS); an analysis of real estate rates of return, loan and interest rate options; recourse; and tax-related issues.

Technical Stock Market and Stock Analysis – March 11
This seminar explores the basics of stock market charting techniques, called technical analysis, including how charts are constructed and the different styles of charts. The seminar reviews the differences between monthly, weekly, daily, and intra-day charts, as well as how to compare volume of trading to price. Students are introduced to the most common technical indicators and oscillators, and explore the long-, intermediate-, and short-term trends of stock market analysis. Topics include the basics of “support and resistance” levels, “momentum buying,” “selling pressures,” “relative strength,” Fibonacci levels, and “regression channels” utilized in pinpointing stock entry and exit points. Also covered are risk/reward ratios, when to place a trade, where to enter dynamic stop-loss orders, and how to access realistic price target entry and exit points. Students leave the class knowing what information to look for and where to get the information needed to successfully trade common stocks..


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