The Wealth-Building Process

Presented by Charles Rotblut,

American Association of Individual Investors

Synopsis

In this AAII VES Class, AAII's Charles Rotblut covers the five-step AAII Wealth-Building Process, a framework for achieving your financial goals. Charles explains the key components, why they matter and provides an associated number of forms and worksheets for each participant.

Class Details

Duration:	20 Minutes
Credits:	1
Words of Wisdom:	Yes
Segment Inc. Bonus:	AAII Guide to Mutual Funds
Topic:	Wealth Building
Knowledge Level:	Novice
Appropriate For:	All Investors
Pre-Class Suggestions:
Class-Associated Tools:
EI Course Inclusion :	Structured & FlexiLearn

Additional Elements Included:

•Class Discussion Forum
•Class Survey
•Interactive Forms
•Interactive Workbooks
•Key Terms and Definitions
•Learning Objectives
•Lesson Summary
•Preliminary Education Materials
•Presentation Slides (PDF)
•Resource Articles & Studies
•Speaker Bio / Contact Info
•Testing for Class Credits

About the Instructor

Charles Rotblut

Topics Presented in Speeches: Portfolio management, behavioral finance, stock selection

Books: “Better Good than Lucky: How Savvy Investors Create Fortune with the Risk-Reward Ratio”

Biography:

Charles Rotblut, CFA, is a vice president and financial analyst at AAII. He is the editor of the AAII Journal, created both the PRISM Wealth-Building Process and VMQ Stocks, co-created AAII Dividend Investing and authors the weekly AAII Investor Update email. Rotblut regularly speaks to the media, including CNBC and Kiplinger. He is formerly a Wall Street Journal expert panelist. His book, “Better Good than Lucky: How Savvy Investors Create Fortune with the Risk-Reward Ratio,” was published in November 2010.

Rotblut holds the Chartered Financial Analyst (CFA) designation and has analyzed both publicly traded and privately held companies. His experience includes working for Zacks Investment Research, an investment research firm; Investools, an investment education company; Curian Capital, a money management firm; and McClure, Schumacher & Associates, a business valuation firm. Rotblut holds a bachelor's of science in journalism from the University of Kansas.