The Finance Bundle includes the following courses:
- Share Trading Investment Program
- Financial Planning
- Property Investment
Share Trading Investment Program Curriculum:
Key Learning Objectives:
- A clear understanding of risk management and how to implement the concept through asserted efforts in trading
- Confident ability in the use of technical analysis
- The ability to read and react to price action
- Skills to read and analyze fundamental analysis
- An understanding of trading psychology and mindful management
Module 1, Lesson 1: Introduction into the Financial Markets
This is the “blank canvas” lesson, it’s where we will paint a picture to best describe what you’re learning how to invest for in the first place. What are your goals in the market, how often do you want to invest, what is your concept of financial freedom? These are a few of the questions we must ask and we will find the right answers by exploring your personal initiative.
Module 1, Lesson 2: Getting Started in Share Trading
Are you ready to invest in shares? How do you prepare to be in a position to not only own a portfolio of shares but manage the portfolio successfully. These are the concepts we explore in this lesson so you can confidently prepare to manage your own portfolio like a professional.
Module 1, Lesson 3: Understanding Market Cycles
As with most things in life the markets are cyclical. There is an occurrence of events that can be measured and tracked. These events are what define trends in the market and if measured properly will play a major role in defining your investment strategy to ensure the timing of your decisions is as precise as possible. We explore cyclicity and how you should practice it throughout this lesson.
Module 1, Lesson 4: Power of your Investment Decisions
In order to understand the pure nature of an investment decision we explore the investment choices you’ve already made without even knowing it! This lesson is quite exciting because it’s a trip back in time where we explore where finances started becoming significant in our lives.
Module 1, Lesson 5: Your Investment Strategy
F.C.T stands for Find, Confirm and Trade. This is the approach we will use to define our unique strategy. Finding opportunities starts with our unique approach to analysis that is a balance between fundamental and technical analysis.
Module 1, Lesson 6: Analysis & Valuation
Having a great strategy is one thing but if you do not time your analysis or executions properly then your next couple of actions could be disastrous. This lesson is dedicated to teaching you the importance of timing and what you need to learn in order to safely manage your approach in the markets. It’s often said that time is the most valuable commodity in existence, this lesson will help you understand just why that is.
Module 1, Lesson 7: Principles to Successful Investments
Mastering your emotions is very important, especially as a new participant in the markets. In this lesson we explore the 3 main pillars to emotional mastery. We also take the time to start focusing on our system (strategy) and how we need to piece the puzzle together so that we can start practicing the essentials.
Module 1, Lesson 8: Psychology of Successful Trading
Becoming a professional decision maker doesn’t mean that you’re just really good at finding investment opportunity, it means that you are also able to mitigate harmful emotions really well. You don’t need to be a rocket scientist in order to do this successfully either, you just need to confidently lean on a rule based system every day without fail. This lesson is dedicated to teaching you what the rule based system entails.
Module 2, Lesson 1: Basics of fundamental analysis
This lesson is focused on giving you a brief introduction into fundamental analysis. We will look at what sort of factors this style of analysis considers and slowly unpack them categorically.
Module 2, Lesson 2: Micro Fundamental Analysis Part 1
This lesson is dedicated to teaching you about the concept of micro fundamentals and which pieces of data within this analytical category should be considered as an investor trying to learn about a companies well being and overall performance.
Module 2, Lesson 3: Micro Fundamental Analysis Part 2
It is time to learn which factors within a business matter to us the most as investors. We will learn about the concept of the micro environment and how to pick at the information that a company makes available to the public in order to assist our investment decision making process.
Module 2, Lesson 4: Micro Fundamental Analysis Part 3
Now that you have been introduced to the concept of micro factors of study, we will take it a step further and look deeper into the data that a listed company is obligated to make available. This information is vital as it paints a clear picture around the financial well being of the company which is essential to know as an investor considering a commitment to shares.
Module 2, Lesson 5: Macro Fundamentals Analysis Part 1
This is our first look at macro factors of study. As much as it is important to look at the internal operations of a company, you must understand that there are considerations outside of the company that affect its well being that we need to be aware of as these factors could affect the companies performance. This lesson is dedicated to helping you take that first step toward understanding the macro fundamental data!
Module 2, Lesson 6: Macro Fundamentals Analysis Part 2
Now that you have been introduced to the concept of macro fundamental study and you understand the importance of why we consider this information, we will take a further step towards achieving a deeper understanding of the details and what could give an investor the upper hand by knowing how to study and consider as a part of the decision making process.
Module 2, Lesson 7: Macro Fundamentals Analysis Part 3
This lesson is focused on wrapping up our understanding of macro fundamentals and piecing the information outside of the business together so that we understand the impact of these factors and exactly how to react to certain events when they occur.
Module 2, Lesson 8: Recap on Face Value
The most important information for us to draw our attention to with regards to fundamental analysis is the intrinsic value calculations. This is important for a number of different reasons but mainly because identifying the intrinsic value will help us execute our margin of safety strategy. This lesson is dedicated to recapping the important information that will help us accomplish this element of our strategy.
Module 3, Lesson 1: Price Action
This is the first step you will take towards learning about technical analysis in this course and there is no better way to do that other than to learn about price action. Simply put, price action is the study of the movement of price on a chart. This will teach you how to read charts and easily apply the tools that we will cover in later lessons.
Module 3, Lesson 2: Identifying The Trend
The ability to look at a chart and identify an overall trend is vitally important because it helps us draw a conclusion to directional bias. Once we understand which direction the market is moving then our reaction to the market will become that much more justified.
Module 3, Lesson 3: Candlestick Patterns
This lesson shines light on learning about candlestick patterns. Patterns are important because they help us execute trades with specific focus on timing. Great timing is essential and when perfected will give you an edge that will elevate your skill set rapidly.
Module 3, Lesson 4: Fibonacci Analysis Tool
As we look closer at the benefits of incorporating technical analysis in our routines, we must start to consider specific tools that will help our analytical efforts become effective and efficient. The Fibonacci tool is one of our preferred tools that we will use to identify support and resistance as well as key reversal points in cyclicity, all of which will help you work towards being a smarter investor!
Module 3, Lesson 5: Psychology To Successful Charting
Psychology and mindset mastery is a major factor of the traders and investors decision making process. You must remember that managing your emotional exposure is of utmost importance so that you do not fall victim to the impact of hope, fear or greed in your day to day trading routine. It has often been said that successful trading and investing is a relationship of 80% psychology and only 20% the actual art to analysis, we will explore this concept throughout this lesson.
Module 3, Lesson 6: Support & Resistance
In technical analysis, carrying an edge will definitely help you identify quality setups much faster than not and as you should know by now, the faster we can react in the markets the better because timing is imperative. Support and resistance is the analytical approach that we will use to define our edge and this lesson will cover the start of your journey with this amazing addition to your technical arsenal.
Module 3, Lesson 7: Risk Management
The cornerstone of successful trading and investing is undoubtedly risk management. Understanding the concept is one thing but the ability to execute a plan is completely different. We will cover all the important angles to risk management and your journey into the markets so you are fully prepared to participate with confidence.
Module 3, Lesson 8: Trade Management
One of the most important things about consistency in your trading and investing efforts is a concept called trade management. You must learn about the steps you should take to post manage a trade or investment to continue your risk minimizing efforts as well as profit maximizing opportunities.
Module 4, Lesson 1: Strategic Blueprint
Up until this point, you would have spent the majority of the previous lessons learning how to interpret data and information and analyze on the charts. It is now time to start putting the pieces of the puzzle together and begin creating your strategic blueprint that will help you make decisions in the market. This lesson is dedicated to teaching you how to structure and utilize your new strategy.
Module 4, Lesson 2: Further Considerations For Quality Assessment
In the world of trading and investing quality always beats quantity over the long term. This lesson shines light on what makes this statement so true and how one could start focusing more on identifying quality.
Module 4, Lesson 3: Find, Confirm, Trade (F.C.T)
F.C.T is an acronym you should live by as a beginner in the markets. It stands for find, confirm, trade. This acronym will help you realize the simplicity behind the process we must go through in order to participate in the markets. Successful trading rides on the back of routine and discipline, this lesson will help teach exactly how to incorporate that discipline in your day to day routine.
Module 4, Lesson 4: Appreciation
In the world of investing you realize that there are a few factors that could assist the increase in value of a specific stock. We will dedicate this lesson to looking at the concept of appreciation holistically so that we know exactly what is responsible for driving our rate of return in our portfolios.
Module 4, Lesson 5: Appreciation
There are very specific driving forces that make up the overall effect of appreciation. This lesson will teach you how to interpret appreciation so that you can understand return on investment with a bit more clarity.
Module 4, Lesson 6: Age Appropriate Investing
Every decade of life has it’s own complexities. This lesson is dedicated to discussing those complexities and learning how they can affect or influence your trading and investing efforts.
Module 4, Lesson 7: Advanced Technical Analysis
As with anything in life, if you carry an edge then you carry the upper hand. It is for this reason that we will learn a few advanced technical approaches that will give you an analytical edge and hopefully assist you in finding better quality trades. These are advanced techniques perfectly suitable for a beginner and ideally used in the day trading routine.
Module 4, Lesson 8: Smart Trading Techniques
The final step in your learning journey starts here! This lesson is dedicated to finalizing the most important pieces of information that you need to carry with you and also dedicated to recapping on some technical analysis. Practice makes perfect and this lesson will prove just that.
Financial Planning Curriculum:
Key Learning Objectives
- Identify and understand financial needs and risks
- Understand the role and benefit of the financial planner
- Understand the various areas of financial planning
- Strategies and habits for financial success
- Strategies for coping and dealing with events that can disrupt a carefully crafted financial plan
Module 1, Lesson 1: Money, happiness and habits
The ultimate goal of a financial planner is to guide clients in order to put them in the best possible position to achieve their goals. Yet really understanding what those goals are is not always as obvious as it may seem. In this lesson we explore some interesting concepts about money and happiness as well as some basic habits for financial success.
Module 1, Lesson 2: Financial planning over a lifetime
Every person we encounter daily is at a unique point in his or her life. No two of us have the same circumstances. In this lesson we explore how our needs change through the phases of our lives as well as look at the role of the financial planner.
Module 1, Lesson 3: What has the COVID-19 pandemic taught us?
During 2020 so much happened that we did not anticipate or plan for. The COVID-19 pandemic had a devastating impact both in medical terms as well as in the sheer magnitude of the impact on people’s everyday lives. In this lesson we explore how the pandemic impacted our thinking about our financial planning as well as some of the important lessons we learned from it.
Module 1, Lesson 4: Thinking about your money and financial life – creating a framework
What is an asset as well as a decision-making framework and why is it so important to our ability to achieve our goals? In this lesson we discuss these concepts and their role in the financial planning process.
Module 1, Lesson 5: Choosing a financial planner
The financial planning environment encompasses a variety of financial planner types with a number of remuneration models. In this lesson we explore these options that a potential client would need to consider when choosing a financial planner. We also examine the attributes that successful financial planners are likely to possess.
Module 1, Lesson 6: Financial risks and needs
Clients generally have a number of typical risks and needs at various points in their lives. In this lesson we explore the different type of risk needs and why the financial planning process would usually attempt to address risk before investment needs.
Module 1, Lesson 7: Why is managing behavior so important?
In this lesson we introduce students to the concept of behavioral biases and the potential impact they can have on our financial well-being.
Module 1, Lesson 8: So … is it worth using a financial planner?
Individuals often question whether there is any real benefit to engaging the services of a financial planner or whether they could be equally successful managing their own financial planning needs. In this final lesson of the module we discuss the benefits of using a financial planner and how to gauge whether one’s situation requires the input of a financial planner.
Module 2, Lesson 1: Holistic financial planning & the financial planning process
In this first lesson of Module 2, we discuss what holistic financial planning entails and examine the steps in the six-step financial planning process in detail.
Module 2, Lesson 2: Budgeting: the cornerstone of any financial plan
In this lesson we focus on the important aspect of budgeting: why it is considered the cornerstone of any financial plan. We compare different approaches to budgeting and also discuss why an emergency fund is the second-most important component of a financial plan.
Module 2, Lesson 3: Are traditional retirement planning practices becoming outdated?
The concept of retirement and retirement planning has evolved significantly over the last decade. In this lesson, we explore this changing retirement environment, along with interesting research outcomes. We further discuss how the 6-step financial planning process is applied to this specific planning area. Unfortunately, regardless of efforts at accumulating retirement capital, many people are simply not in a position to retire – either in the way they would like to, or at all. We, therefore, discuss strategies that could assist individuals who find themselves in this unenviable and difficult position.
Module 2, Lesson 4: Important financial & investment principles
In this lesson, we explore the important concepts of the time value of money and inflation as well as discuss the concept of risk in the context of investment planning. These principles are important to understand before moving on to the lesson on investment planning and form part of the important discussions a financial planner will have with clients.
Module 2, Lesson 5: Planning for investment needs
The area of investment planning is an interesting one with a broad scope. For purposes of this course, we start exploring investment planning in this lesson by discussing the concept of investment planning and how the 6-step financial planning is applied to this specific planning area. Lastly, we highlight and discuss how to identify and avoid ‘get-rich-quick’ investment scams by highlighting some of the red flags.
Module 2, Lesson 6: Planning for risk & estate needs
In previous lessons, we have talked about accumulating and protecting assets – for retirement or other investment purposes. But what will happen to those assets on a person’s death? Will they be distributed most efficiently and cost-effectively to dependents or other heirs? In this lesson, we explore the areas of estate and risk planning and discuss how the 6-step financial planning process is applied to this specific planning area. How will my executor or family get access to all the information they need to administer my estate? We discuss why keeping an ‘estate file’ is hugely beneficial.
Module 2, Lesson 7: Corporate financial planning
The course in financial planning focuses primarily on aspects that relate to financial planning for an individual. There are, however, several areas in which financial planners can, and do, add significant value to clients who are not individuals, but corporates or businesses. In this lesson, we explore the concept of corporate financial planning and the role of the financial planner and then discuss typical business risks that financial planners can help identify and mitigate. The role of the financial planner in this area can be extremely beneficial to a business and its owners. Many business owners consider their business or business assets as their main retirement plan. Is this a good idea though? We highlight some considerations to keep in mind in this regard.
Module 2, Lesson 8: Yes, I need help! What to look for in a planner & a financial planning practice
Based on our discussions over the course of the first two modules you may have realized that you can benefit from engaging a financial planner. How do you go about selecting a financial planner and planning practice that is a good fit for you and your needs? In this final lesson of Module 2, we discuss considerations when choosing a planner and a planning practice and we also highlight a few red flags to be alert to during the process.
Module 3, Lesson 1: Relationships and financial planning
One of the most important factors cited for the breakup of relationships and marriages is finances. Even if one is not married, but in a serious or permanent relationship, at what point should finances become a shared focus, and how does one address this sometimes sensitive discussion with a partner? In this lesson, we explore several important considerations relating to relationships and financial planning.
Module 3, Lesson 2: Financial planning for women and single mothers
We keep talking about the various areas of financial planning, but can we say that women have unique financial planning needs or require a particular focus? If they do, why would this be the case? In this lesson, we explore the factors impacting financial planning for women and further discuss the single parent and financial planning.
Module 3, Lesson 3: Starting out: strategies to set you up for financial success
In Module 1, we explored the various life stages an individual is likely to go through during his/her lifetime and how financial needs and priorities change over time. In this lesson, we discuss unique considerations that are relevant to those individuals/clients who are just starting in their financial journey and explore strategies to follow to set oneself up for financial success.
Module 3, Lesson 4: Financial planning in your 40’s and 50’s: how does the focus change?
In Module 1, we explored the concept of life stages and how an individual’s financial needs change over the course of his/her lifetime. In this lesson, we discuss how the financial planning focus changes when an individual is in his/her 40’s and 50’s and what strategies can be employed to maximize one’s financial health during these important stages.
Module 3, Lesson 5: Disruptions happen: divorce
We have discussed the notion of disruptive life events during previous lessons. In this fifth lesson of Module 3, we explore the major impact that divorce can have on an individual’s financial planning and how one can mitigate some of these impacts. We discuss important considerations to be mindful of before signing a divorce agreement as well as steps to take in forging a new financial future after divorce.
Module 3, Lesson 6: Disruptions happen: retrenchment
We have discussed the notion of disruptive life events during previous lessons. In this sixth lesson of Module 3, we explore the impact that retrenchment or redundancy can have on an individual’s financial planning and how one can mitigate some of these impacts through targeted strategies. We also explore recent trends relating to the labor environment and job security.
Module 3, Lesson 7: Disruptions happen: death of a spouse/partner
We have discussed the notion of disruptive life events during previous lessons. In this seventh lesson of Module 3, we explore the impact that the death of a spouse or partner can have on an individual’s financial wellness. Linked to this, we discuss the concept of the ‘blended family’ and the unique considerations relevant to complex family or household structures.
Module 3, Lesson 8: The sandwich generation: are we being pulled in too many directions?
In recent years clients have been finding themselves in a unique new financial situation: having to provide financially for not only their own children but also for their parents, who have not been able to provide sufficiently for their own retirement. What are the unique pressures being placed on this ‘sandwich generation’ and can they be mitigated to some extent? In this lesson, we explore these very important aspects which may impact our own financial health.
Module 4, Lesson 1: Is the value of financial planning actually quantifiable?
We have discussed various aspects relating to financial planners and the benefit they offer to clients in the first three modules of the course. In this lesson we explore the very important question: can one actually quantify the value of financial advice? If so, how? What about value adds that will never be quantifiable? We unpack research done in this area and discuss relevant factors and application.
Module 4, Lesson 2: Behavioral finance unpacked
Following on from our discussions in Lesson 7 of Module 1, in this lesson, we explore specific behavioral biases in more detail. We delve into the most common behavioral biases, assess their potential impact on financial wellness and consider strategies to mitigate this impact. We further discuss the role of the financial planner in navigating client behavioral biases.
Module 4, Lesson 3: Discussing some common myths about finance and financial planning
Financial planning blogs, columns, and articles are to be found in all media forms daily. There are several common myths about finance and/or financial planning and/or financial planners that are consistently repeated. In this third lesson of Module 4, we explore ten of these myths to understand whether they are indeed mere myths or whether some of them are actually facts.
Module 4, Lesson 4: Wealth strategies for success
In this fourth lesson of Module 4, we discuss the concept of ‘wealth’ and unpack a number of wealth strategies for success and how to incorporate them into our own lives. In addition, we discuss some financial decisions that one should rather avoid making, than regret making.
Module 4, Lesson 5: Robo-advisors: financial planners of the future?
The last five to ten years have seen the emergence of the ‘robo-advisor’ in the financial planning space: digital investment platforms providing automated financial planning services, designed and developed to allow individuals to engage with particularly their investment planning needs without the intervention of a financial planner. In this lesson, we explore the concept of the ‘robo-advisor’, discuss advantages and disadvantages, and whether these solutions are likely to eliminate the need for financial planners in the future.
Module 4, Lesson 6: The financial planner vs the financial coach
Coaching has been somewhat of a buzz-word over the last ten years, finding its way into all areas: business coaching, life coaching, and certainly also financial coaching. In this lesson, we explore the role of the financial coach: what it entails, how it differs from that of the financial planner and how to know whether one needs the services of a coach or planner in a given situation.
Module 4, Lesson 7: Evaluating your financial plan
We have discussed various needs and financial planning areas throughout the course of the previous three modules. When these needs and recommendations are captured in the actual financial plan, how does one evaluate such a plan, though? What should and should not be included, for instance? In this lesson, we explore interesting approaches to the drafting of a financial plan and how to evaluate the suitability of an existing financial plan.
Module 4, Lesson 8: The next generation: teaching our children about money
Much of our thinking and attitude towards money is rooted in our own money history. How do we teach our children, regardless of their age, suitable and age-appropriate money habits, in order to give them a solid foundation to build on for their own future financial success? In this final lesson, we discuss how best to address these aspects with children of various ages and briefly explore how our own history with money may impact our behavior today.
Property Investment Curriculum:
Key Learning Objective
- The fundamentals of basic property investments and how to apply the theory learned
- Strategy to help investors implement a specific routine to identify opportunity and dissect potential return
- Understand ‘no money down’ deals to help new investors get started in the market
- Understand risk management — the cornerstone of participating in this market
Module 1, Lesson 1: Introduction to property investments
The introduction is dedicated to laying the foundation of expectation as the new investor enters the property market for the first time. There are certain considerations that one should be aware of and consider in the planning phase which this lesson is dedicated to detailing.
Module 1, Lesson 2: Fundamentals to successful property investments
We will learn about which factors need to be considered and routinely executed in order to participate in the market as a property investor. The student will be able to encompass professional techniques in the decision making process to ensure process efficiency.
Module 1, Lesson 3: Main components of property investments
We are going to outline the aspects that the investor learn in detail as a part of their strategic approach to identifying a feasible investment.
Module 1, Lesson 4: Property investors mindset
We take a step back from theory to have a look at why psychology is important to master in the realm of investing. Due diligence is needed in applying strategy, managing risk and staying hungry. We will cover all the psychology that goes into doing this successfully.
Module 1, Lesson 5: Property research and due diligence
Our focus is to teach the important elements to be mindful of when stepping into property investments market. You will learn about the potential obstacles that one could experience as well as how to handle them and keep pushing forward.
Module 1, Lesson 6: Buy-to-let & Off-Plan purchase strategies
We will highlights the pros and cons to each of the two strategic approaches and which one would suit the routine that you may desire as an investor. Each strategy has a definitive nature which is what this lesson is dedicated to unpacking.
Module 1, Lesson 7: Property Flipping
Explaining how any investor can easily identify a property of their choosing and with smart methods of deal handling, buy then flip the property at a more desired price to the right market and more importantly at the right time.
Module 1, Lesson 8: Securing a Property
We will learn how to utilize a network to find and secure a property at your desired rates. As easy as this may seem, there are specific negotiation factors to be mindful of to ensure the right deal is secured, which is what we will focus on throughout this lesson,
Module 2, Lesson 1: Agents vs Self Management
You will learn about the pros and cons to managing a property yourself or relying on a management company to handle the general upkeep and maintenance of your property. Often, it is better to take a personal approach initially but as your portfolio grows, your considerations change. We will cover what these considerations are and what may be the best way forward for you and the strategy you use.
Module 2, Lesson 2: House in multiple occupancy (HMO)
We will cover the main benefits for why investors are sprinting over to HMO opportunities and how this strategy could benefit a portfolio, especially in the early stages of development.
Module 2, Lesson 3: Property sourcing
As the old cliche dictates, in property investing, your network is your net worth and there is no statement more true when it comes to sourcing. You will learn how to utilize a network and modern platforms to find the perfect investment opportunity to suit your needs.
Module 2, Lesson 4: Commercial Property Opportunities
The big scary world of commercial property actually isn’t that scary and in this lesson you will learn exactly what that is and how countless investors have been seizing opportunities to secure commercial property with minimal knowledge about the sector and not much capital invested initially.
Module 2, Lesson 5: Generating a stable return
This lesson is geared to teach the methods to earning a passive stream of income in property investing and how you could ensure your portfolio is setup to generate profitable consistency right away.
Module 2, Lesson 6: Rent-to-rent
We will talk about the reasons and benefits of a rent to rent strategy. This is a topic that could suite anyone currently renting but also educate the discerning investor who wants to learn about all the potential that the market has to offer.
Module 2, Lesson 7: Finding the right tenants
Finding the right tenants is often the hardest part of the leasing strategy once a home is secured and ready to be utilized in your portfolio. This lesson will outline the most important aspects to consider and the right questions to ask when looking for the right tenant who could ensure safety, security and stability in your investment.
Module 2, Lesson 8: Mindful property sourcing
The modern day of technology has made it very easy to find exactly what we are looking for. This lesson will teach you exactly how to navigate through these portals and platforms to identify potential opportunity that matches your specific criteria.
Module 3, Lesson 1: Succeeding in the property market
This lesson teaches you how to focus on being mindful of the elements that will aid to a strong and successful mindset in the world of investments, how to find a driving force and stay motivated in our efforts.
Module 3, Lesson 2: What should you look for in a property deal?
Each investor looks for different points of focus in a deal that could benefit them but this lesson will teach you how to look for the right points that will suit your strategy and mitigate the potential for harmful emotions to get in the way of the decision making process.
Module 3, Lesson 3: Profiting from the property cycle
We will cover the biggest questions that should be asked and the conversations that must be had when gearing up for the property cycle.
Module 3, Lesson 4: Funding & Smart Property Finance
A successful investor knows how to find solutions to anything without over exerting themselves or their resources. This lesson will teach you how to approach a problem or opportunity with the same mindset and strategy to ensure smart thinking and decision making techniques.
Module 3, Lesson 5: Property flipping
The approach to property flipping is very specific. You will learn why that is in this lesson and how to strategize an approach to accomplishing a successful flip considering the most important steps to take upon identifying the opportunity
Module 3, Lesson 6: Dealing with agents
Your network is your net worth. A big player in your network is an agent. Knowing how to talk and what to say to an agent to ensure effectiveness and efficiency can be quite beneficial which is what this lesson will focus on throughout.
Module 3, Lesson 7: Finding a property in the right location
Looking for a nice, suitable location is easy but this lesson will teach you how to assess the surrounding contributors to the area that could define the longevity and stability of the area. You will learn analytical techniques used by professionals to identify long term value in location assessments.
Module 3, Lesson 8: Aligning the right investment strategy to your goals
We will teach you how to balance emotional mastery with strategic mastery and how that balance can be utilized to carry you through the entire program and throughout the property market.
Module 4, Lesson 1: Cashflow explanation – gross yield and net yield
We will learn how cashflow benefits your portfolio, where it can be derived from and how it must be managed to ensure it is utilized as a tool for other opportunity development.
Module 4, Lesson 2: Investment strategy
This lesson pieces the puzzle of theory and practicality together so that you know exactly what your market approach options are as a new investor and how to follow a routine to successfully conducting yourself.
Module 4, Lesson 3: Buy new vs. existing
How to analyze and strategize a deal in either new or existing property and ensure all the important considerations are covered before confirming the deal.
Module 4, Lesson 4: Get set up to invest
Just as a hiker prepares their bag with essential things for the journey, so will you as you prepare to enter the world of property investing. This lesson will teach you how to ensure all your bases are covered as you start your journey.
Module 4, Lesson 5: Real Estate Investment Trusts (REITs)
Understanding REITs and how they could benefit your overall management strategy of your portfolio the same way a smart investor would.
Module 4, Lesson 6: Making an offer
Making an offer means that the majority of your strategy has been executed successfully and now you are attempting to close on an opportunity. In this lesson you will learn how to do just that and ensure weighted benefit in your favor.
Module 4, Lesson 7: Maintaining and managing your property
Pros and cons to managing a property yourself or relying on a management company to handle the general upkeep and maintenance of your property. Often, it is better to take a personal approach initially but as your portfolio grows, your considerations change. We will cover what these considerations are and what may be the best way forward for you and the strategy you use.
Module 4, Lesson 8: Relying on the property cycle for expert timing
We will cover the biggest questions that should be asked and the conversations that must be had when gearing up for the property cycle.
Key Learning Objectives
- Learn how to conduct a cryptocurrency assessment
- Learn how to use the MT4 trading platform
- Learn how to conduct a technical analysis
- Learn how to implement various investment strategies
- Learn how to mitigate risk through risk management techniques
Lesson 1: The history of money
In this lesson, we explore the history of money. More importantly, we lay the foundation to better understand why fiat currency was created. We also discuss the flaws of fiat currency and why it has failed to maintain its reliability. Lastly we’ll explore some basic economic principles such as demand and supply, as well as inflation.”
Lesson 2: Understanding blockchain technology
Now that we understand the shortcomings of fiat currency and paper money. It’s time we dive right into blockchain technology. In this lesson, we’ll briefly have a look at blockchain technology and also discuss the difference between centralized and decentralized networks. Lastly, we’ll have a look at bitcoin to understand why it makes for a more sound money than fiat currencies.
Lesson 3: Blockchain mining
Blockchain mining is a key aspect to blockchain technology. This lesson will focus on the mining process to better understand how new blocks are created and validated and how miners are rewarded with cryptocurrency for every successful block that is created.
Lesson 4: The evolution of cryptocurrencies
Since the inception of blockchain technology, specifically bitcoin, the technology has evolved rapidly over the last decade with other cryptocurrencies entering the space and competing for market dominance. In this lesson, we focus on the evolution of cryptocurrencies in recent years.
Lesson 5: Cryptocurrency exchanges and wallets
In this lesson, we explore the various cryptocurrency exchanges available to purchase crypto. Once we’ve identified the popular exchanges, we’ll go right ahead and purchase some crypto on Binance. By the end of the lesson you will be informed as to how to go about buying crypto and you’ll learn all about the various storage options.
Lesson 6: Tokenomics
Tokenomics is a crucial part of understanding the economics of cryptocurrencies. In this lesson, we explore some of the key definitions that every crypto investor should become familiar with. Understanding these basics can make all the difference when investing. We’ll also have a look at some of the cryptocurrency tokenomic platforms that we can use to better inform us.
Lesson 7: Technical analysis
In this lesson we focus on the importance of technical analysis, an approach used by traders and investors to forecast market behavior using charts based on historical data. By the end of this lesson, you will also be introduced to TradingView, an online platform used for technical analysis.
Lesson 8: Trading strategies
Now that we’ve covered all things blockchain, cryptocurrency and technical analysis related, it’s time to explore popular trading strategies often used in the cryptoverse. Depending on your preferences and goals you will often have to decide which strategy to adopt to maximize your gains. In our final lesson, we’ll discuss the various strategies and map them using real-time data with TradingView.
Key Learning Objective
- Investigate how limited resources are allocated to meet unlimited human needs
- Problem Solving and Analytical Skills
- Microeconomics & Demand and Supply Model
- International Economics
Lesson 1: What is Economics?
In the first lesson of the course, we first want to understand what exactly economics is all about. We also ask what the main economic problem that each country face, and delve into the thinking that different economists use to provide a solution to this problem. We then cover the ten main principles of economics, and take a look back into history and describe what the world has learned from previous crises like the Great Depression, the 2008 Financial Crisis, and the 2020 COVID-19 Pandemic.
Lesson 2: More Basic Concepts
Before jumping into supply and demand in the next lesson, some basic concepts in economics must first be covered. When talking about economics, the concept of opportunity cost always comes up, and it leads to the discussion and illustration of indifference curves. Budget Constraint curves also go together with indifference curves. Then, we show that in each economy, there are several key role-players that have a trade-off of their own, and how the flows of production, income, and spending between households and firms are the lifeblood of an economy.
Lesson 3: Supply & Demand
Supply and demand are the key pillars of economics. Many economic concepts include these two terms as they show how a sensitive balance can be achieved in the market of any good or service where the consumers pay what they are willing to pay and suppliers sell their good or service at the price they are willing to sell it at, given a certain quantity. We will also name all of the determinants of demand and supply and explain in what way they affect the demand and supply curves. Finally, we will briefly touch on market equilibrium before covering it more extensively in the next lesson.
Lesson 4: Obtaining Market Equilibrium
In this lesson, we bring supply and demand together to show how the price of a product is determined. When these two curves meet, we can obtain equilibrium in the market. We will also illustrate how, if the price of a product isn’t correct, a shortage or surplus can occur instead of equilibrium. We then also show on the demand and supply curves the formation of consumer and producer surplus, and how one increases while the other decreases when the price of a good or service changes.
Lesson 5: Elasticity
Elasticity shows that not all goods and services are treated the same in economics. Here we will study the mechanics of elasticity for both demand and supply, as well as investigate the elasticities of relational goods and services.
Lesson 6: The Public Sector
Here we investigate how the government affects the economy at the micro-level. All businesses are affected by the body that governs them, and this is done so using price control and taxation. Taxation causes a deadweight loss effect, which we will cover. We will also look at the different types of goods and how governments control some of these goods.
Lesson 7: Production
In this lesson, we look at the supplier’s side of trading by studying different production functions over the long-run as well as the mechanics of production in the short-run. We then introduce the concept of returns to scale.
Lesson 8: Costs
The biggest challenge suppliers face is costs. In this lesson, we study the different cost structures over different lengths of time, and we illustrate marginal product, average product, marginal cost and average costs on the costs curves graph.