Investing courses

You can be your best investment advisor

An investing course provides you with the knowledge and skills needed to take control of your money and invest wisely.

The basics of money management

We will teach you the basics of money management skills such as diversification, volatility, the main asset classes, and risk management. You will learn how the markets and different asset classes react to certain events.

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Online or in-person classes

One-one-one classes are delivered online or in-person and we can tailor education topics to your objectives and needs.
Who should take investing courses

Future wealth recipients

Gain the knowledge and confidence to make the right investment decisions and preserve your wealth.

 

  • The next generation
  • Women who have not been involved in investing and financial matters
  • Entrepreneurs before an IPO or the sale of their business
  • Sudden wealth recipients
Your benefits

Why you should learn how to invest

Knowledge is power. Understanding the fundamentals allows you to take an active role in your financial future and make informed decisions.

01

Greater Control

By understanding investments, you can make informed decisions that align with your personal goals and values, rather than relying solely on professionals.

02

Cost Savings

Managing your own investments can save on fees and commissions that would otherwise go to investment advisors or portfolio managers.

03

Increased financial literacy

Gaining knowledge about financial markets and investment strategies can lead to better overall financial health and decision-making.

04

Enhanced Returns

With the right knowledge, you can potentially achieve higher returns by identifying on investment opportunities that align with your investor profile.

05

Personal Growth

The process of learning and managing investments can be intellectually stimulating and rewarding, contributing to personal development.

06

Security and Peace of Mind

Understanding your investments can provide a sense of security and peace of mind, knowing you are in control of your financial future.

Interested to learn how to invest?

Please fill out our education form to indicate your preferred class format, location, day, time, or topics. 

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