"The class made investing simple, straightforward, and practical — and that gave us confidence to take the next steps."
Investment essentials course
Finally Understand Investing
Investment Essentials: Learn confident, jargon-free investing. Master market basics and long-term planning.
Start the course for $39
Is It For You?
You’re Not Alone—Here’s Why Investing Feels Complicated
Most people feel overwhelmed by the idea of investing. There’s too much noise, too many conflicting opinions, and not enough clarity. That’s why we created the Investment Essentials course.
To simplify what matters, remove the pressure, and give you a clear path to move forward with confidence.
Check the modules
Is this you?
Module Showcase
A Clear Path To Confident Investing
Each module in Investment Essentials is designed to remove confusion and build real confidence, without pressure or complexity. Whether you’re just starting or looking to reset your understanding, these lessons will help you invest with clarity and purpose.
The Basics of Investing
Set a clear vision for your financial future. Define your goals, manage your expectations, and chart a path that supports your long-term life trajectory.
The Building Blocks of Investing
Understand the foundational steps every investor should take. Build habits that help your efforts compound over time.
The Killer Mistakes of Investing
Set a clear vision for your financial future. Define your goals, manage your expectations, and chart a path that supports your long-term life trajectory.
The Rules of Investing
Discover the timeless rules that keep you grounded through market ups and downs. When followed, they protect you from hype and help you stay focused on what works.
Key Questions for Healthy Investing
You don’t need to master every financial product—just learn the right questions to ask. This module simplifies decision-making and helps you stay in control.
Your Plan for Investing
Pull everything together into a personalized plan. With financial literacy and a clear framework, you’ll be ready to invest with purpose and confidence.
The Big Picture
Why I Built This Course
“I’ve spent over 50+ years in the investment world, and if there’s one thing I’ve learned, it’s that most people aren’t given the tools—or the confidence—to invest well. Too often, financial advice feels overwhelming, filled with jargon, or designed to sell you something. That’s why I built this course.
Investment Essentials is here to help you understand how the stock market really works—without pressure, shame, or complexity. It’s designed for people like you: people who want to make smart decisions, feel more in control, and build a financial future that aligns with their life.
I hope this course gives you the clarity and encouragement you need to take that next step. You don’t have to be perfect. You just have to start.”
Pricing Plan
Invest With Confidence, Starting Today!
You don't need to be perfect. You don't need a finance degree. You just need the right guidance to get started. Investment Essentials gives you a clear path forward; on your terms, at your pace, with support you can trust.
The plan Includes:
Lifetime access to all course modules
Downloadable worksheets and tools
Bonus lessons and real-world examples
A clear, step-by-step roadmap to build your investment confidence
Principles you can return to again and again, no matter where life takes you
Need Help?
Frequently 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.
Testimonials
Real Stories, Genuine Experiences & Proven Results
"The course helped us understand our investments, identify changes we could make, and reduce the fees we were paying."
"What I’ve really learned is how to evaluate my investments for myself — how much I’m putting in, how much it’s making, and how much it’s costing me."
You Don't Need to Be Perfect. You Just Need to Begin.
Start building your confidence, clarity, and long-term investment plan—on your terms, and at your own pace.
