Competent Investor Course


Learn How to Become a Competent Investor

In Easy-to-understand Steps

The Competent Investor Course is designed to help you become a competent investor. It explains in detail the steps outlined at our Investing for Beginners Email Series.

Course Curriculum


  • Welcome and Course Overview

Investing Plan

  • How to Build a Successful Investment Plan
  • Return Objectives
  • Risk Objectives
  • Time Horizon
  • Tax Situation
  • Liquidity and Other Constraints
  • Strategic Asset Allocation
  • Tactical Asset Allocation
  • Monitoring
  • Investment Policy Statement (IPS)

Asset Classes

  • The Various Asset Classes and How to Invest in Them
  • Cash and Cash Equivalents
  • Stocks
  • Bonds
  • Inflation-protected Securities
  • Real Estate
  • Commodities
  • Exchange Traded Funds (ETFs)

Investment Strategy

  • Investment Strategies That Work
  • Strategic Asset Allocation
  • Tactical Asset Allocation

Making It Your Own

  • Build a Plan That Works for You