Research Before Investing
Build progressive financial capability through research before investing, moving from understanding to confident application.
5
Lessons in this module
Understand the Business Model
Describe a company's business model clearly — including revenue sources, cost structure, and profit drivers — before making any investment decision.
Separate Facts From Hype
Reliable investment information comes from verifiable sources — company filings, exchange announcements, audited reports — not social posts or forwarded hype. Checking the primary source is what separates a fact from a promotion.
Read Basic Financial Information
Identify and interpret the three key financial figures in an annual report — revenue, net income, and operating cash flow — before making any investment decision.
Compare Risk and Return
Compare the risk and potential return of two different investments — and match the risk level to the investment's purpose, timeline, and the consequence of loss.
Write an Investment Reason
Write a clear, reasoned investment rationale before committing money — including the specific reasons for the decision and the conditions under which it would be reversed.
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