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Windlestone Education ─

WHAT YOU WILL LEARN

To be empowered in your investing and achieve better outcomes.

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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.

Investment Strategy

The investment strategy covers all the key areas that impact wealth creation: positioning across asset classes, risk management, diversification, structuring & tax planning, fees & advice.  You are left with a clear roadmap for implementing your strategy.

Investment Process

Achieve a fully developed investment process, underpinned by a strong set of guiding investment principles, and in-depth knowledge of all the key areas of investing and wealth creation. Your outcomes should be immediately implementable.

Investment Knowledge

Increase your investment knowledge dramatically, through a detailed examination of all the key topics in investing including: Australian vs global shares; residential vs commercial real estate; fixed income investment; private equity, hedge funds, etc.

10 Step Self Examination

Be guided through a 10 step self-examination of your current financial situation, to help you clarify your financial goals and develop your road map for achieving them.   Map out how to get on track with your savings Vs goals.    

20+ YEars experience in
finance education

Teaching finance to MBA students and Senior Executive MBAs at business school; providing corporate education and consulting services to the corporate and public sector; and finance education for private investors like you.
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Satisfied Students World-wide
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Practical Case Studies Taught
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MBA Courses Taught
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Teaching Excellence Awards
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20+ hours live tuition over 10 Zoom meetings

Course Structure

The course includes detailed case studies and narratives to assist the learning process, as well as substantial extra material on special investment topics, in addition to the 20 hour live online course and class notes.
  • 20 hours live tuition over 10 interactive zoom meetings
  • 400 pages of materials
  • Full recordings of each class
  • 15 x 30 minute pre-recorded videos on special investment topics
  • Dedicated course page on Thinkific LMS
  • 1-on-1 discussion with Dr Sam Wylie
Enrol Now Course Curriculum

Course Modules

1.Introduction
-Risk & Returns
2.Stock market fundamentals
3.family trusts for investing in shares
4.implementing stock market Investment
5. residential property & negative gearing
6. Commercial
real estate investment
7. bonds, hybrid notes, cash & alternative assets
8. Risk
management
9. Getting the Most from Financial Advisers
10. Structuring and
Tax Planning
Bonus: Dr Wylie’s webinar series
Bonus: One-on-one discussion with Sam

What Our Students Said

This was definitely worth more to me than going to a financial advisor because you educate yourself.
Ben Daivasigamani
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
From property investment to share portfolios to understanding risk, the information you need to manage your finances is available and ready.
Travis Madden
I would recommend the course to others. It’s a great course, it’s enjoyable, it gives you great frameworks and it applies to not only people starting off in their careers, but also through their careers. It helps them set up themselves for success.
Ian Grisold
I took the course with my wife. We decided we needed to look at our finances again, which had become a little frayed over time, and we needed something to focus us… He’s an excellent teacher. He has the ability to convey knowledge and to contextualise.
Noel Saines
I think coming from a medical background I just found that we didn’t have that much financial literacy. And .. I thought I really should get some financial education to set myself up for the future…The course has helped me get better insight and knowledge as to how I approach investing, and to decide what sort of investor I want to be – growth or value.
Dr Janice Tan
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What will I learn?

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When to take the course

About Dr Sam Wylie

Dr Sam Wylie has over 20 years experience as a finance professor and industry consultant. He completed his PhD in Finance at London Business School (University of London) in 1998. He then worked as an Associate Professor of Finance at the Amos Tuck School of Business, Dartmouth College (New Hampshire, USA), before returning home to Australia in 2004.

Sam is Director of Windlestone Education and an Associate Professor of Finance at the University of Melbourne, winning Melbourne Business School’s Teaching Excellence Award twelve times. Sam’s research and consulting is focussed on banking, wealth management, corporate strategy and financial crises. He has extensive experience as an industry consultant providing both finance education and strategy advice to companies in Australia and overseas. As well as publishing his Finance Newsletter, his commentary has appeared in the Australian Financial Review, national radio and television.

You can follow him on Youtube, LinkedIn, or subscribe to his newsletter here on our website.
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Frequently asked
questions

  • What happens if I need to miss some classes?
    It is common for participants to have to miss an occasional class due to other commitments. There are four ways we handle this:
    • a class recording is available to view on our Learning Management System after each live session
    • the course materials are sent out to all participants before each class, and they contain the main content covered in each class
    • an attendance register is kept, and those who missed a class, are notified when it is to be repeated in the next course, so they can make it up
    • all enrollees of the on-line course can repeat the course in its entirety in the course that immediately follows the one they just took, at no extra charge.
  • Are there recordings I can watch if I miss a class?
    As mentioned above, a class recording is available to view on our Learning Management System after each live session.
  • Pricing/Discount
    Household members who share the one login and device, pay the one course fee. There are no group discounts, but there is an early bird discount of 15% for those who enrol and pay for the next course by the deadline indicated in the “Enrol in the Course” section of our website.
  • How do I use Zoom for free?
    We use Zoom meetings to create high quality, interactive classes for participants. You can download and use the Zoom app (basic plan) for free at zoom.us. They have a range of short online tutorials on their website, to help you familiarise yourself with their software.
  • Can I repeat the course?
    There is a special offer for alumni who completed the course before 2020, and now wish to take the online version of the course. Contact tjones@windlestone.com.au for details.
  • What alumni support is available during and after the course?
    A one-on-one discussion with Dr Wylie, is part of the course structure. After completing the course, Dr Wylie’s alumni automatically receive invitations to the regular finance webinars and presentations he gives. In addition, after completing the course, they are enrolled in the Alumni page on the Learning Management System, and have access to the materials contained there.
  • Any other questions?
    If you have any other questions about the course, please email the co-ordinator, Tracey at tjones@windlestone.com.au .

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    Dr Sam Wylie's Online Course

    Finance Education for Investors

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