LEARN Level 1 Course
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Before You Begin This Course
1 lesson- Welcome to LEARN Level 1
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LEARN to Invest
23 lessons-
Module 1: LOOK at Your Financial Position
- Welcome to Module 1
- Create Your Asset Inventory
- List Your Liabilities
- Calculate Your Net Worth
- LEARN Level 1 Module 1 Quiz
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Module 2: ESTABLISH Your Investment Goals
- Introduction to Module 2
- Set Your Personal Goals
- Make Your Goals SMART
- Map Your Personal Goals to Investment Goals
- Achieving Your Goals
- Build a Practical Budget
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Module 3: ASSESS Your Investment Options
- Welcome to Module 3
- Asset Class Overview
- Know Your Investor Profile
- A Working Example
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Module 4: RESEARCH Your Investment Options
- Welcome to Module 4
- The Basics of Research
- How to Buy Stocks
- Module 4 Quiz
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Module 5: NORMALIZE Investing Regularly
- Welcome to Module 5
- Investment Strategies
- Diversification, Concentration, Dollar Cost Averaging & Lump Sum Investing
- Module 5 Quiz
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Next Steps
1 lesson- What Are Your Next Steps
LEARN Level 1 Course
Start Investing using our simple framework
What's included:
- LOOK at your financial position
- ESTABLISH your financial goals
- ASSESS your options
- RESEARCH your options
- NORMALIZE investing
In addition to this course, you get access to our LEARN Level 1 Investment Community filled with persons who are starting their investment journey as well. Inside the Level 1 community, you'll get to ask questions, share tips and resources and stay motivated to keep LEARNing.
What's included in the community:
- Resources and templates to help you get started investingĀ
- FAQs for the most common beginner questions
- Office Hours for live Q & A
Subscribe to our community email to get updates about this course.