Have questions about our resources, need guidance on your financial journey, or want to learn more about our nonprofit mission? We'd love to hear from you.
Send Us a Message
Asked Questions
Investment Essentials is a practical investing basics course that teaches you the fundamentals of how investing works and how to build a healthy financial plan. You’ll learn the basics of investing, the building blocks that drive long-term growth, common mistakes to avoid, core rules that guide wise investing, how to live with a healthy financial plan, and how to build your own investing plan with confidence.
No. The course is designed for beginners and for anyone who wants a clearer, more confident path into investing. Whether you’re starting with a small monthly amount or already saving more, you’ll learn how to make thoughtful decisions without feeling like you need a finance degree.
Investment Essentials is created by a nonprofit whose only goal is to help you learn, not to sell you financial or investment products (or sell your data to those who are selling products). You’ll get structured, unbiased education with no hidden agendas, sales pitches, or product recommendations. Any costs associated with the course or our tools simply help keep them running and continuously improving, so more people can access them.
The full course takes about six hours, delivered in short, focused lessons you can watch online at your own pace. Most people finish within a few weeks by working through a few segments at a time. You can pause, revisit, and replay lessons whenever you need to as your life and financial situation change.
No. Investment Essentials will teach you how investing works, how to think about risk and time horizons, and how to build an investing plan that fits your goals. It will not tell you which specific stocks, funds, or products to buy, and it does not receive commissions from investments. The purpose is to give you the clarity and confidence to make informed decisions, not to pick investments for you.
This course is ideal for beginners and everyday investors who feel overwhelmed, underconfident, or unsure where to start. If you’ve heard you “should be investing” but don’t really understand how it all fits together, this course is designed for you. It’s also a great fit if you already have accounts set up but want to be more intentional and informed about how you’re investing.