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Investing & Wealth Building

From stock market fundamentals to retirement planning and portfolio construction. 8 modules covering everything you need to build lasting wealth through disciplined, evidence-based investing.

8 modules 28 lessons ~7h AI voice coach
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Course Outline

1

Why Invest?

5 lessons

Understand why investing is essential for wealth building, how inflation erodes purchasing power, and the fundamental difference between saving and investing. Resources: Vanguard Research, Investopedia, A Random Walk Down Wall Street by Burton Malkiel.

Saving vs Investing: The Critical Difference
Risk and Return: The Fundamental Tradeoff
The Power of Compounding in Investments
Asset Classes: The Building Blocks
Checkpoint: Why Invest?
2

Stock Market Fundamentals

4 lessons

Learn how the stock market works, what drives stock prices, how to read financial statements, and the difference between value and growth investing. Resources: The Intelligent Investor by Benjamin Graham, Investopedia, SEC Investor Education.

How the Stock Market Works
Reading Financial Statements
Value vs Growth Investing
Checkpoint: Stock Market Fundamentals
3

Bonds & Fixed Income

3 lessons

Understand how bonds work, the relationship between interest rates and bond prices, credit risk, and how fixed income stabilizes a portfolio. Resources: Investopedia, PIMCO Education, Vanguard Fixed Income Research.

How Bonds Work
Bond Portfolio Strategy
Checkpoint: Bonds & Fixed Income
4

Index Funds & ETFs

3 lessons

Discover why index funds have become the dominant investment vehicle, understand the difference between mutual funds and ETFs, and learn the data behind why most active managers underperform. Resources: A Random Walk Down Wall Street by Burton Malkiel, Bogle's Common Sense on Mutual Funds, Vanguard Research.

The Index Fund Revolution
ETFs vs Mutual Funds
Checkpoint: Index Funds & ETFs
5

Real Estate Basics

3 lessons

Explore real estate as an investment -- from homeownership decisions to REITs and rental property analysis. Understand when real estate makes sense and when it does not. Resources: BiggerPockets, Investopedia, The Millionaire Real Estate Investor by Gary Keller.

Real Estate as an Investment
Analyzing Rental Properties
Checkpoint: Real Estate Basics
6

Retirement Planning (401k/IRA/Roth)

3 lessons

Master the tax-advantaged retirement accounts that form the backbone of long-term wealth building -- 401(k)s, Traditional IRAs, Roth IRAs, and the strategies to maximize each. Resources: IRS Publication 590, Vanguard Retirement Research, Investopedia.

Retirement Accounts: 401(k), IRA, and Roth
The Retirement Math: How Much Do You Need?
Checkpoint: Retirement Planning
7

Risk Management & Diversification

4 lessons

Learn the science of diversification, asset allocation strategies, rebalancing, and behavioral pitfalls that destroy investor returns. Resources: Modern Portfolio Theory (Markowitz), Vanguard Asset Allocation Research, Thinking Fast and Slow by Daniel Kahneman.

The Science of Diversification
Asset Allocation & Rebalancing
Behavioral Pitfalls That Destroy Returns
Checkpoint: Risk Management & Diversification
8

Capstone: Build Your Portfolio

3 lessons

Synthesize everything you have learned into an actionable investment plan. Design your personal portfolio, set up accounts, and establish the habits that build lifelong wealth.

Designing Your Investment Plan
The 10 Most Costly Investing Mistakes
Final Assessment: Build Your Portfolio