Dr Sam Wylie's Online Course

Finance Education
for Investors

A bespoke, independent investments course for private investors who want to be empowered in their investing and achieve better outcomes

Enrol Now

Dr Sam Wylie's Online Course

Finance Education
for Investors

A bespoke, independent investments course for private investors who want to be empowered in their investing and achieve better outcomes

Enrol Now

Dr Sam Wylie’s Online Course ━

Finance Education for Investors

A bespoke, independent investments course for private investors who want to be empowered in their investing and achieve better outcomes

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What you will Learn

• Course Content • Course calendar • What people say

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Enrol in the Course

• Early bird offer • Reserve your place • Start learning now

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Hear More From Sam

• Read Sam’s newsletter • View video library • Attend a free webinar

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For Corporates

• Customised courses • Strategy consulting • Contact Sam

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1,000⁺ Successful
Students

Why take the course

A ‘value’ investment philosophy and a highly practical process for achieving your investment goals.
The essentials of investing: portfolio allocations, diversification, risk management, liquidity management, leverage and more.
The fundamentals of stocks, property, ETFs, LICs, bonds, fixed income and other investments.
Structuring and tax planning, including: family trusts, corporate trustees, self-managed super funds, estate planning, tax planning etc.
Tools for assessing the competency of financial adviser/s, and managing the relationship.
A guided and structured 10-step self-review of your current investment process and how to improve it.
How to avoid investment traps, and the essentials of successful negotiating.

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WATCH SAM DESCRIBE THE COURSE

8-Minute Course summary

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Dr Wylie describes the 3 main components of the FEI course:

• The investment process

• Investment knowledge

• A guided 10-step program to identify what’s right and what’s wrong in your current investing, and how to achieve effective change.

7 Mistakes Investors Make

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Dr Wylie explores 7 common mistakes personal investors make; to demonstrate the style and content of his Finance Education for investors course. Topics covered include:

• superannuation; risk management; insurance; financial advice

• asset diversification; leverage and use of family trusts.

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Online with Live Zoom Classes

10 weekly 2-hour live classes. Participate in the live classes, or watch later with video-on-demand

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Hours of Quality Content

Quality content comprising 20 live tuition hours, and 15+ recordings on specialist investment topics

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Pages of course materials

Powerpoint slides containing the resources you need to achieve your investment goals

Testimonials from our alumni

I took the course because I had recently retired from my accounting practice, and I was looking for information on how I could protect my wealth. It’s quite a wholistic course, lots of information, and all very relevant. I absolutely recommend it.

Phil Ciravolo

The best part was Sam’s really clear explanations and his use of case studies when talking about different investment situations and making it more real. You felt that it applied to your life and to your situation…and you can apply it straight away.

Dr Jane Sheats

The course is a lot of fun to be honest – for the curious mind you learn a lot. But it’s relevant, it’s practical, it’s got a good theoretical base behind it but it’s something that is directly implementable into your investing. There’s something in it for everybody, but especially people like myself who are young professionals who may not have a finance background but are really keen to take the leap and start making good decisions for their financial future.

Aaron Boyce

From property investment to share portfolios to understanding risk, the information you need to manage your finances is available and ready.

Travis Madden

The best part was the impartiality. It’s not advice, it’s education, so you can make those decisions for yourself with confidence.

Elizabeth McKinnon

This was definitely worth more to me than going to a financial advisor because you educate yourself.

Ben Daivasigamani

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Your finances: Your future

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Finance Education
for Investors

Finance Education
for Investors

Finance Education for Investors

TAKE THE NEXT STEP