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
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.


WATCH SAM DESCRIBE THE COURSE

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.

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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

Dr Sam Wylie's Online Course

Finance Education for Investors

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Course Structure & Module

Course Overview video in 8 mins