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Frequently
Asked Questions
Investment Essentials is a foundational investing course that teaches you how investing works and how to build a healthy financial life. You’ll learn the basics of investing, building blocks that drive long-term growth, as well as the common mistakes to avoid. These lessons are guided by the core rules that guide wise investing as well as the path to living a healthy financial life. The goal is that your life is enriched as you build your own investing plan with confidence.
No. The course is designed for beginners and for anyone who wants a clear and confident path to investing. Whether you’re starting with a small or large monthly amount or are wanting to learn how to get to that place, this course will teach you how to make thoughtful decisions without feeling like you need a finance degree.
Investment Essentials is created by a nonprofit whose only goal is to help you learn, not to sell you financial or investment products (or sell your data to those who are selling products). You’ll get structured, experience-informed education with no hidden agendas, sales pitches, or financial product recommendations. Any costs associated with the course or our tools simply help keep them running and continuously improving.
The full course takes about 3-5 hours to complete. It’s delivered in short, focused lessons that you can watch online at your own pace. Your progress will be tracked so that you can pause at any time and pick up where you left off. You can also revisit and replay lessons as you wish. Most people finish within a few weeks by working through a few segments at a time.
No. Investment Essentials will teach you how investing works, how to think about risk and goals, and how to build an investing plan that fits your life. It will not tell you which specific stocks, funds, or products to buy, and it does not receive commissions from investments. The purpose is to give you the clarity and confidence that you need to make informed decisions, not to pick investments for you.
This course is ideal for beginners and everyday investors who feel overwhelmed by the idea or unsure of where to start. If you’ve heard you “should be investing” but don’t really understand how it all fits together, this course is designed for you. It’s also a great fit if you already have accounts set up but want to be more intentional and informed about how you’re investing.