The class made investing simple, straightforward, and practical — and that gave us confidence to take the next steps.
Advanced
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Welcome
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Welcome from Fred Martin visited
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Main Menu
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T1 : The Goal of Investing
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Introduction Video
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Goal Of Investing Title
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Build Confidence
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Reflection Question
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Personal Vision Statement
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Your Personal Vision Statement
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Personal Vision Statements
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Give Yourself Grace
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Margin of Safety 1
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Margin of Safety 2
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Building the Margin of Safety
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Monthly Saving Plan
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Four Buckets
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Margin of Safety Scenarious
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Reflection Questions
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Fred Video
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Conclusion
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T2 : Building Blocks of Investing
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Building Blocks of Investing
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Intro
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Quote
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Simple vs. Compound Interest
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Compound Interest Formula
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Leveraging Time
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Scenarios
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Compound Interest Slider (25 Years)
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Compound Intereset Slider
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Multiplying Money
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Quote
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Compound Wrap UP
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Asset Introduction
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Drag and Drop Investment vs. Non-investment
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Liquidity
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Liquid or Illquid Chart
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liquidity Animation
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Liquidity
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Drag and Drop Liquid vs. Illiquid
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Asset Mix
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Stocks and Bonds
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Asset Mix: Account
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Asset Mix
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Putting All Together
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Fred Video: Building Blocks Recap
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Conclusion
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T3: Killer Mistakes of Investing
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T3: Killer Mistakes of Investing
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Fred Video: Why is this Important?
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Intro
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Narrative and Example
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Five Killer Mistakes
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Scanario
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Mulitple Answer Scenario
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Multiple Choice Scenario
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Homework
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Conclusion
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Killer Mistake 1
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Killer Mistake 2
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Killer Mistake 3
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Killer Mistake 4
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Killer Mistake 5
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T4 : Rules of Investing
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Five Rules to Avoid Killer Mistakes
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Fred Video : Why is this important?
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Knowledge and Process
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Bike Metaphor
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Quote
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Overview
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Five Rules Of Investing
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Bike Metaphore
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Discipline
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Rules of Investing Recap
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Homework
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Conclusion
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Rule 1
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Rule 2
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Rule 3
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Rule 4
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Rule 5
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T5: Key Questions for Healthy Investing
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Key Questions For Healthy Investing
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Intro
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Three Key Questions
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The AIP Tool
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Reflection Question
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Outro
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Question 1
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Question 2
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Question 3
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T6: Your Plan for Investing
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Your Plan for Investing
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Intro
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Closing Remarks
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Conclusion
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Debriefing the AIP
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Developing Your Plan
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T7 : The Life of Your Investments
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The Life of Your Investing
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Quote : Behavior
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Key Takeaways Overview
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Key Takeaways and Action Items
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Changing Behavior is Challenging
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Reflection Behaviour
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Accountibility Behaviour
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Establishing Your Margin of Safety
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Action steps if still working on margin of safety visited
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Action steps with full margin of safety
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Testimonial Video
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Ongoing Support and Resources
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Course Recap
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Thank You
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Conclusion
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Killer Mistake 1
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Fred Video: KM #1
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KM #1
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Compound Interest Slider (50 years)
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Killer Mistake 2
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Quote: KM #2
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KM #2
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Killer Mistake 3
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Quote: KM #3
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KM #3
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Knowing enough
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Reflection Question
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Killer Mistake 4
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Piggy Banks
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KM #4
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Killer Mistake #4
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Net Return, Value Proposition
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Knowledge Check
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Evaluate Your Investments visited
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Multiple Choice
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Reasonable Return
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Reflection Question
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Killer Mistake 5
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Quote: KM #5
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KM #5
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Stock Market
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Fear and Greed
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Extreme Market
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Multiple Answer Scenario
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Multiple Answer Scenario
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Key Concept for Extreme Markets
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Fred Video: Stock vs. Company
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Stock vs. Company
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Rule 1
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Quote: Hold your investments
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Rule #1
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Rule 2
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Quote: Asset Mix
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Rule #2
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Not One-Size-Fits-All
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Volatility Examples
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Rule 3
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Quote: Invest in knowledge
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Rule #3
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Build Confidence Animation
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Reflection Question
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Rule 4
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Quote: Small Leak
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Rule #4
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Annual Investment Physical
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Rule 5
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Fred Video: Why is this Important?
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Rule #5
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Hannah and Jake
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Margin of Safety Scenarios
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Debriefing the AIP
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Fred Video: KM #1
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Developing Your Plan
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Developing Your Plan
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Saving
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Reflection Question
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Determining Milestones
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Sample Mistones
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Investment Pledge
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Investment Pledge Without Debt
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Question 1
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Intro
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What's my assets mix?
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Savings vs. Investing
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Two Key Players
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Where's my money animation
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Types of Invesment Funds
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Multiple Choice
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Question 2
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What is it costing me?
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Graphic Animation
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Question 3
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How am i doing?
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Where's my money?
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Rate of Return Examples
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Knowledge Check
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Instructor
ujjval joshi
I've spent over 34 years in the investment world, and if there's one thing I've learned, it's that most people aren't given the tools—or the confidence—to invest well. Too often, financial advice feels overwhelming, filled with jargon, or designed to sell you something. That's why I built this course.
Real stories, genuine experiences.
People Just Like You, Who Finally Got It
The course helped us understand our investments, identify changes we could make, and reduce the fees we were paying.
What I’ve really learned is how to evaluate my investments for myself — how much I’m putting in, how much it’s making, and how much it’s costing me.
A personalized Financial Health Score
A clear, actionable financial plan built around your life
Habit building tools that create real financial momentum
See Where You Stand
Your investing journey begins with knowing where you stand. Download Able, get your free Financial Health Score, and take a real step forward.
