The PRISM Academy Webinar: Selecting and Managing Your Investments
The American Association of Individual Investors held a live webinar event on Thursday, March 31, 2022, with AAII’s Charles Rotblut and Jenna Brashear.
General AAII Community Links
AAII Learn and Plan
AAII PRISM Academy (
AAII Community Home Page
Selecting and Managing Your Investments – AAII PRISM Academy
Lesson 1: Selecting and Managing Your Investments (Introduction)
Lesson 2: Narrowing Down the Fund Universe
Lesson 3: Finding a Fund: Where to Start
Lesson 4: Buy and Sell Rules for Mutual Funds and ETFs
Lesson 5: Narrowing Down the Stock Universe
Lesson 6: Finding a Stock: Where to Start
PRISM Checklists and Worksheets
Selecting and Managing Your Investments Worksheet
Finding a Fund: Where to Start Checklist
Buy and Sell Rules for Mutual Funds and ETFs Checklist
How to Narrow Down the Stock Universe Checklist
Finding a Stock: Where to Start Checklist
Resources for Finding Mutual Funds/ETFs
Annual AAII Mutual Fund Guide
Annual AAII ETF Guide
Investing Ideas Section of AAII
Fund Comparison Tool
Funds+ Screener
ETF+ Screener
Fund Openings and Closings
Resources for Finding Stocks
AAII Stock Screens
Model Shadow Stock Portfolio
Investing Ideas Page
Stock Ideas Page
A+ Stock Grades
Custom Stock Screener
Here are the slides from the presentation: https://www.aaii.com/files/images/2022-03-31-PRISM.pdf
Want more financial education? Learn more about AAII at https://www.aaii.com
ABOUT AAII The American Association of Individual Investors is an independent, nonprofit corporation formed for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research.
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