​ Learn the Basics, Week by Week
Our 5-Week Beginner Track is a free course that guides you from beginner to more sophisticated investor. Each week is a standalone lesson with interactive reading, worksheets and tools to help you practice as you learn. Complete the five week lesson plan and you will be meaningfully closer to becoming a competent investor in individual stocks.
The Free 5-Week Beginner Track
Our Flagship Course
Week 1: Learning to Develop An Investor's Mindset - Trading versus Investing - Business Ownership - Circle of Competence: What It Is and How to Develop Your Own - Common Biases that All Investors must Overcome - Principles that Form the Correct Mental Framework for Investing in Individual Stocks - Other Key Beginner Concepts - Why Most People Never Develop an Investor's Mindset Interactive worksheet: Circle of Competence Workbook
Week 2: Understanding Companies Reading financial statements Worksheet: Analyze a sample company
Week 3: Valuation & Buying Opportunities Intro to valuation methods (P/E, DCF, etc.) Worksheet: Identify undervalued stocks
Week 4: Risk & Portfolio Management Diversification, risk tolerance, and long-term strategy Worksheet: Build a mini portfolio
Week 5: Becoming a Confident Investor Advanced concepts for informed decision-making Worksheet: Personal investing system











