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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1,000+ Successful

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.


Play Video

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.

Play Video

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.


Online with Live Zoom Classes

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

Hours of Quality Content

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

Pages of course materials

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

Testimonials from our alumni

Dr Sam Wylie's Online Course

Finance Education for Investors

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Course Structure & Module

Course Overview video in 8 mins