Course details

  • Attend Live and/or
    On-Demand

    This bespoke course for personal investors can be experienced via the 10 live Zoom classes every Monday night and/or on-demand in your own time via a series of recorded videos which cover all the content in the live classes

  • Live classes every Monday night

    October 7, 14, 21, 28
    November 4, 11, 18, 25
    December 2 and 9
    Monday nights, 7:00-9:00pm AET
    Or view on-demand in your own time

  • Comprehensive Investment Topics

    Topics covered in the course include: risk & returns; stock market fundamentals; family trusts, fixed income investing; property investing (both residential and commercial); alternative assets; risk management, estate planning, and structuring and tax plans

Course curriculum

    1. 10 Step Investor Workbook

    2. Class 1 slides

    3. Introduction to FEI

    4. Investment Process Part 1

    5. Investment Process Part 2

    6. Returns & Sources of Value

    7. Superannuation Part 1

    8. Superannuation Part 2

    9. Step 1: Your Goals

    10. Structuring & Tax: Family Trusts

    11. Supplementary: Investment Philosophy

    1. Class 2 slides

    2. Step 2: Risk Spectrum

    3. What are corporations?

    4. Valuation

    5. Historical Returns to Stocks

    6. Diversification

    7. Stock market ratios & Value vs Growth

    8. Dividend imputation

    9. Structuring & Tax: Super Taxes and Contribution Limits

    1. Class 3 Slides

    2. Step 3_Calculator How much risk are you taking

    3. Step 3: Asset allocation and leverage

    4. Family Trusts for investing in Shares

    5. Corporate Beneficiaries of Family Trusts

    6. Deep Value and Deep Growth

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

    8. Structuring & Tax: Corporate beneficiaries

    1. Class 4 Slides

    2. Savings v Goals calculator

    3. Savings Vs Goals

    4. Financial Planners & Full Service Brokers

    5. Managed Funds Vs Exchange Traded Funds (ETFs)

    6. Structuring & Tax: SMSFs

    1. Class 5 Slides

    2. Step 5: Where does the money go?

    3. Historical Returns to Residential Property

    4. Residential Property Price Outlook

    5. Borrowing to Invest

    6. Case Study 1: Negative Gearing

    7. Structuring & Tax: Personal Income Tax

    1. Class 6 Slides

    2. Negative Gearing Spreadsheet

    3. Step 6: Where Will You Hold Your Investments? Part 1

    4. Where Will You Hold Your Investments? Part 2

    5. Case Study Two: Off-the-plan Apartment

    6. Case Study Three: Apartment In A Family Trust

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

About this course

  • 33 hours of video content
  • 1 May - 3 July, 2025
  • Wednesdays 7-9 pm AET
  • 1,400 + GST