Finance Education for Investors Alumni Page

This page is for alumni of the Finance Education for Investors, which is a bespoke investments course for personal investors designed to lift the fog over the finance sector and empower private investors to achieve better outcomes.

Course curriculum

1. Residential Property and Interest Rate Outlook
2. Inflation Outlook: US shares
1. Class 1 Summary
2. Class 1 Slides
3. Structuring & tax: Superannuation
4. Investment philosophy
5. Investment risk
1. Class 2 Summary
2. Class 2 Slides
3. Structuring & tax: Family trusts
4. Stock market ratios
5. Step 3: Asset allocation spreadsheet
1. Class 3 Summary
2. Class 3 Slides
3. Structuring & Tax: Corporate beneficiaries
4. Value v Growth
1. Class 4 Summary
2. Class 4 Slides
3. Structuring & Tax: SMSFs
4. Stock markets: Market efficiency
1. Class 5 Summary
2. Class 5 Slides
3. Step 6: Saving vs Goals calculator
4. Structuring & Tax: Personal income tax
1. Class 6 Summary
2. Class 6 Slides
3. Structuring & Tax: Corp income tax & Cap gains tax
1. Class 7 Summary
2. Class 7 Slides
3. Structuring & Tax: Borrowing to invest 1
4. Structuring & Tax: Borrowing to invest 2
5. Risk Management
6. Alternative assets
1. Class 8 Summary
2. Class 8 Slides

About this course

Free
35 lessons
17 hours of video content

About Dr Sam Wylie

Dr Samuel Wylie

Dr Sam Wylie is Director of Windlestone Education and an Associate Professor of Finance at Melbourne Business School, winning the MBS Teaching Excellence award 12 times. His research is focussed on banking, wealth management and the global financial crisis. He publishes his own Finance Newsletter, and his commentary has appeared in the Australian Financial Review, national radio and television.