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Investments Foundations Course

Regardless of your starting point, by the end of this course you will have your own portfolio, your own strategy, and the knowledge and confidence to invest independently.

Starting with the very basics, we'll go through the most important topics, covering everything you need to know in the simplest, clearest way.

What's included?

Why investing is so important?

In the first part, I'll show you why Investing is no longer optional, it's a must. It is a necessary part of your financial well being, now and in the future

What to invest in? and what not?

There are countless possibilities out there, but which ones are right for you?
We'll cover the key points of passive investments and ETFs, providing you a clear and simple strategy

What does the "perfect portfolio" look like?

In this part we'll define the strategy that's most fitting to you, your preferences and individual circumstances

How to get started? And how to continue over time?

Sometimes it's the small, technical issues that are keeping you from getting started. I'll make sure you have everything you need and guide you through making your first investment

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3 Group Session, 1.5 Hours each

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One individual consulting session

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Online or in person

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299 EUR (+VAT) 

The Details

Shani, Aug. 2024

"It was perfect, exactly right for me. To the point, at eye level and in a very safe space. It answered exactly my own personal needs and the way the material was conveyed was exactly what I was looking for" 

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I write about investing, building wealth, and understanding the financial system in Germany

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