LEARN Level 1 Course

  1. Before You Begin This Course

    1 lesson
    1. Welcome to LEARN Level 1
  2. LEARN to Invest

    23 lessons
    1. Module 1: LOOK at Your Financial Position

      1. Welcome to Module 1
      2. Create Your Asset Inventory
      3. List Your Liabilities
      4. Calculate Your Net Worth
      5. LEARN Level 1 Module 1 Quiz
    2. Module 2: ESTABLISH Your Investment Goals

      1. Introduction to Module 2
      2. Set Your Personal Goals
      3. Make Your Goals SMART
      4. Map Your Personal Goals to Investment Goals
      5. Achieving Your Goals
      6. Build a Practical Budget
    3. Module 3: ASSESS Your Investment Options

      1. Welcome to Module 3
      2. Asset Class Overview
      3. Know Your Investor Profile
      4. A Working Example
    4. Module 4: RESEARCH Your Investment Options

      1. Welcome to Module 4
      2. The Basics of Research
      3. How to Buy Stocks
      4. Module 4 Quiz
    5. Module 5: NORMALIZE Investing Regularly

      1. Welcome to Module 5
      2. Investment Strategies
      3. Diversification, Concentration, Dollar Cost Averaging & Lump Sum Investing
      4. Module 5 Quiz
  3. Next Steps

    1 lesson
    1. 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.