Finance Education for Investors: May 2024

Dr Sam Wylie's Finance Education for Investors course is a bespoke course for personal investors who want to take control of their financial future and achieve better outcomes

Course curriculum

    1. Class 1 slides

    2. Introduction to FEI

    3. Investment Process Part 1

    4. Investment Process Part 2

    5. Superannuation: Types Of Super Funds

    6. Superannuation: Asset Allocation

    7. Step 1: Your Goals

    8. Supplementary: Investment Philosophy

    9. Structuring & Tax: Family Trusts

    1. Class 2 slides

    2. Step 2: Risk Spectrum

    3. Valuation

    4. Historical Returns To Stocks & Bonds

    5. Dividend Imputation

    6. Supp: Stock Market Ratios & Value vs Growth

    7. Structuring & Tax: Super Taxes and Contribution Limits

    1. Class 3 Slides

    2. Step 3_Asset allocation spreadsheet

    3. Step 3: Asset Allocation Concepts

    4. Step 3 Asset Allocation Narrative Examples

    5. Family Trusts with Corporate Beneficiaries Part 1

    6. Family Trusts with Corporate Beneficiaries Part 2

    7. Supp: Stock market efficiency & Active v Passive management

    8. Structuring & Tax: Corporate beneficiaries

    1. Class 4 Slides

    2. Step 4: Savings vs Goals

    3. Savings v Goals calculator

    4. Implementing share investment: Financial planners

    5. Implementing share investment: Full service brokers

    6. Managed funds vs ETFs

    7. Supp: Deep value, deep growth and short selling

    8. Structuring & Tax: SMSFs

    1. Class 5 Slides

    2. Step 5: Where Does The Money Go?

    3. Share market implementation examples

    4. Property investment pros & cons: Part 1

    5. Structuring & Tax: Personal Income Tax

    1. Class 6 Slides

    2. Step 6: Structuring Strategy

    3. Property investment pros & cons: Part 2

    4. Long Term Residential Real Estate Outlook

    5. Historical Returns to Commercial Property

    6. Structuring & Tax: Corp Income Tax & Cap Gains Tax

About this course

  • $1,320.00
  • 66 lessons
  • 26.5 hours of video content