The Investment Essentials Course

In the Investment Essentials Course, you'll learn the timeless principles behind smart, confident investing and how to apply them to…

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Foundational

About This Course

In the Investment Essentials Course, you'll learn the timeless principles behind smart, confident investing and how to apply them to your own life, no matter where you're starting.

We'll walk through how to establish your financial foundation, things to know before you start investing, how markets work, how to build a portfolio that fits your goals, and the habits that separate long-term investors from people who keep waiting for the "right time."

Investing can feel intimidating, especially when most resources are built to sell you something. This course breaks it down simply, without jargon, without pressure, and without an agenda beyond your progress.

To use the AIP (Annual Investment Physical) referenced in the course, please click here. You will be redirected to a new page and you will be asked to register a new account. You will not be charged for access to this tool. To download the physical version of the AIP, please click here.

  • Module 1: The Goal of Investing

    Define your financial goals, understand investing’s purpose, and set realistic expectations. Most people skip this step and pay for it later. A strong start changes everything.

    • How to Build Confidence in your Investing

    • Building Your Personal Vision Statement

    • Understanding (and Building) your Margin of Safety

    • Creating a Savings Plan

  • Module 2: The Building Blocks of Investing

    Learn the foundational steps every investor must take and build the habits that compound efforts over time. This is the infrastructure serious investors rely on, explained in plain language.

    • Understanding Simple vs. Compound Interest

    • Understanding What Actually is an Investment

    • Learning about Assets and Asset Mix

    • Understanding Stocks & Bonds

  • Module 3: The Killer Mistakes of Investing

    Learn the most common and costly mistakes investors make, why they happen, and how to protect yourself from them. Knowing what not to do is just as valuable as knowing what to do.

    • Unpack Each of the 5 Killer Mistakes of Investing

    • Discover the Challenges of Long-Term Investing

    • Learn to Identify and Evaluate What You Own

  • Module 4: The Rules of Investing

    Discover the timeless principles that keep you grounded through market swings. When followed, these rules protect you from hype and keep you focused on what actually works, regardless of what the market is doing.

    • Unpack the 5 Rules for Investing

    • Review the Foundations for Investing

    • Learn the Essentials for Engaged Investing

  • Module 5: Key Questions for Healthy Investing

    You don't need to master every financial product. You just need to know the right questions to ask. This module gives you a reliable framework for evaluating any investment with confidence.

    • Learn & Unpack the 3 Key Questions for Healthy Investing

    • Uncover Healthy Expectations for Investing

    • Discover How to Track the Performance of Your Investments

    • Interact with Tech that Makes Tracking Investments Simpler

  • Module 6: Your Plan for Investing

    Pull everything together. You'll leave this module with personalized investment knowledge and the clarity to act on it today, not someday.

    • Discover the Essentials for a Healthy Investment Plan

    • Learn the Steps for doing Your Own Annual Investment Physical

    • Know How to Set Milestones in Investing

    • Establish a Plan and Process for Healthy Investing Life

  • Module 7: The Life of Your Investments

    Investing isn't a one-time decision. This module covers what to expect over the long haul of your investment journey and how to stay the course when it matters most.

    • Make a Plan for Your Essential Next Steps

    • Review the Progress and Essentials for Engaged Investing

    • Create a Path and Plan for Your Next Steps

    • Determine the Standards and the People to Support Your Path Forward

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Real stories, genuine experiences.
People Just Like You, Who Finally Got It
The class made investing simple, straightforward, and practical — and that gave us confidence to take the next steps.

Miles & Shannon

The course helped us understand our investments, identify changes we could make, and reduce the fees we were paying.

Matt

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.

John

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
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