The Course In A Nutshell

• A 20-hour view-on-demand course consisting of 10 modules released weekly on our learning platform • Tune in for the fortnightly live Q&A with Dr Wylie , or watch the video • Optional 1:1 meeting with Dr Wylie to discuss your investment journey • 250+ pages notes, slides, interactive calculators and 10-step work book • 12 extra structuring and tax planning videos to go deeper on this topic • Your enrolment lasts 2 years so you will have access to the latest info • Cost: $1,600+GST per household

Curriculum

6 Chapters · 45 Lessons

  1. 1

    Q&A Sessions

    1. (Included in full purchase)

      Q&A Session 1

    2. (Included in full purchase)

      Q&A Session 2 Part 1

    3. (Included in full purchase)

      Q&A Session 2 Part 2

  2. 2

    Module 1: Introduction, Risk & Returns

    1. (Included in full purchase)

      10 Step Investor Workbook

    2. (Included in full purchase)

      Module 1 slides

    3. (Included in full purchase)

      Introduction to FEI

    4. (Included in full purchase)

      Investment Process Part 1

    5. (Included in full purchase)

      Investment Process Part 2

    6. (Included in full purchase)

      Returns & Sources of Value

    7. (Included in full purchase)

      Superannuation Part 1

    8. (Included in full purchase)

      Superannuation Part 2

    9. (Included in full purchase)

      Step 1: Your Goals

    10. (Included in full purchase)

      Structuring & Tax 1: Super Taxes and Contribution Limits

    11. (Included in full purchase)

      Supplementary: Investment Philosophy

  3. 3

    Module 2: Stock market fundamentals

    1. (Included in full purchase)

      Module 2 slides

    2. (Included in full purchase)

      Step 2: Risk Spectrum

    3. (Included in full purchase)

      What are corporations?

    4. (Included in full purchase)

      Valuation

    5. (Included in full purchase)

      Historical Returns to Stocks

    6. (Included in full purchase)

      Stock market ratios & Value vs Growth

    7. (Included in full purchase)

      Diversification

    8. (Included in full purchase)

      Dividend imputation

    9. (Included in full purchase)

      Structuring & Tax 2: Family Trust Introduction

  4. 4

    Module 3: Family Trusts for investing in shares

    1. (Included in full purchase)

      Module 3 Slides

    2. (Included in full purchase)

      Step 3_Calculator How much risk are you taking

    3. (Included in full purchase)

      Step 3: Asset allocation and leverage

    4. (Included in full purchase)

      Family Trusts for investing in Shares

    5. (Included in full purchase)

      Corporate Beneficiaries of Family Trusts

    6. (Included in full purchase)

      Deep Value and Deep Growth

    7. (Included in full purchase)

      Structuring & Tax: Corporate beneficiaries

  5. 5

    Module 4: Implementing stock market investment

    1. (Included in full purchase)

      Module 4 Slides

    2. (Included in full purchase)

      Savings v Goals calculator

    3. (Included in full purchase)

      Step 4: Are You Saving Enough? Part 1.

    4. (Included in full purchase)

      Step 4: Are You Saving Enough? Part 2.

    5. (Included in full purchase)

      Financial Planners & Full Service Brokers

    6. (Included in full purchase)

      Managed Funds Vs Exchange Traded Funds (ETFs)

    7. (Included in full purchase)

      Supp: Deep value, deep growth and short selling

    8. (Included in full purchase)

      Structuring & Tax: SMSFs

  6. 6

    Module 5: Residential property and negative gearing

    1. (Included in full purchase)

      Module 5 Slides

    2. (Included in full purchase)

      Step 5: Where does the money go?

    3. (Included in full purchase)

      Historical Returns to Residential Property

    4. (Included in full purchase)

      Residential Property Price Outlook

    5. (Included in full purchase)

      Borrowing to Invest

    6. (Included in full purchase)

      Case Study 1: Negative Gearing

    7. (Included in full purchase)

      Structuring & Tax: Personal Income Tax