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Advanced Toolkit 6 - March 2012

Saturday, March 17, 2012 from 9:00 AM to 12:00 PM (MT)

Lakewood, CO

Advanced Toolkit 6 - March 2012

Ticket Information

Ticket Type Remaining Sales End Price Fee Quantity
Advanced Toolkit 6 11 tickets Ended $32.50 $0.00

Event Details


Rocky Mountain Chapter of Better Investing presents a three hour, hands-on class using Investors Toolkit 6 to complete a Stock Selection Guide (SSG).  Each student has the use of a computer installed with Toolkit 6, to follow along with the instructor.

Topics to be covered include:

  • How to retrieve and update stock prices, quarterly sales, earnings, pre-tax profit and provision for tax data from the Internet for the companies in your portfolio

  • Use Portfolio Review (previously referred to as PERT) to maintain a healthy portfolio

  • Use the Stock Comparison Guide

  • Set up multiple portfolios

  • Use of portfolios and libraries

  • Import and export SSGs

  • Use the Revenue Based Procedure

  • Defense and Offense in Portfolio Management

  • Use the Smart Challenge

It is recommended that students have a prior knowledge of completing an SSG, such as the "Introduction to the SSG" class or knowledge and experience with SSG's, along with basic computer navigation knowledge.

If you are new to CCU, please print out a Map to the Compter Lab. Enter the campus from Garrison Street, turning East onto Cedar St.  The will curve to the left.  Follow the street to the parking lot for the Event Center.  There is a sidewalk South from the parking lot that will take you to the Beckman Center, which is West of the parking lot. 

When & Where



Colorado Christian University
Computer Lab, Beckman Center, Room 113
8787 W Alameda
Lakewood, CO 80226

Saturday, March 17, 2012 from 9:00 AM to 12:00 PM (MT)


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Hosted By

Rocky Mountain Chapter



The Rocky Mountain Chapter of Better Investing, Inc. supports the mission of the national organization at the regional level by providing a program of sound investment information, education and support that helps create successful lifetime investors. All chapter directors are volunteers who donate their time to help others secure a better financial future through a lifetime of investing in the stock market. We want to make people feel they are participants and beneficiaries of the American economic system and not just passive bystanders or helpless victims.