What Learning To Invest Looks Like In 2025

Summary

This investing course is designed to help people of all backgrounds and experience levels become confident investors. In just five weeks, participants typically see a dramatic increase in their confidence scores, from 43% to 93%. The course covers everything from basic financial concepts to advanced investment strategies, including ETF investments, tax-smart approaches, and understanding brokerage platforms. The content is accessible for beginners and beneficial for more advanced investors, with a focus on practical tools and strategies. The course also offers live Q&A sessions, demos, and lifetime access to materials, ensuring users can start their investment journey confidently.

Takeaways

• 😀 Only one-third of adults worldwide manage their own finances confidently. The course aims to turn people from scared investors into confident ones.
• 😀 The five-week course covers six modules, offering pre-recorded videos, calculators, activity books, and live Q&A sessions to guide learners.
• 😀 No prior financial knowledge is required. The course simplifies complex financial concepts for all levels, including beginners and more advanced investors.
• 😀 The course is suitable for anyone wanting to take control of their finances, whether they are new to investing or worried about high fees in the stock market.
• 😀 You don’t need a large amount of money to start investing. The course emphasizes starting small and early to take advantage of compounding.
• 😀 The course is applicable for international students, including South Africans, and covers both local and global investment platforms and tax-smart strategies.
• 😀 A demo video is included to guide learners through choosing and using trading platforms, making it easier for them to take action.
• 😀 Detailed coverage of ETFs (Exchange-Traded Funds) is provided, including a cheat sheet, and students will learn how to choose the best ones for their portfolio.
• 😀 The course also covers tax aspects of investing, including capital gains, dividend taxes, and strategies for being tax-smart based on location.
• 😀 While crypto is touched on, the main focus of the course is on stock market investments, portfolio diversification, and building financial freedom.
• 😀 The course includes both recorded and live Q&A sessions, with access for 365 days. Students can revisit materials and attend live sessions as needed.

Q & A

How long does the course last, and what is its structure?

The course lasts for 5 weeks and consists of six modules. Upon signing up, you immediately gain access to the first module, followed by one module each week. It includes pre-recorded videos, calculators, activity books, and additional learning materials. There will also be live Q&A sessions at the end of each week, depending on the chosen option.

Do I need any prior financial knowledge to take the course?

No, prior financial knowledge is not required. The course is designed to break down complex concepts into simple terms, making it accessible for beginners. It also caters to more advanced investors, helping them with portfolio rebalancing and asset allocation.

Is the course suitable for someone with a small amount of money to invest?

Yes, you can start investing with small amounts of money. The course is designed for anyone who wants to take control of their finances and start investing smartly, regardless of the amount of money they have to invest.

Can South Africans who don't earn foreign income benefit from this course?

Yes, the course is appropriate for South Africans as well as people from other countries. It helps learners think like global investors while also covering local platforms and tax-smart investment strategies specific to South Africa and other countries.

What if I miss a live session, can I still access the content?

Yes, you can access the recorded sessions at any time. You have 365 days of access to the course materials, including workbooks, calculators, and cheat sheets. The only time limit is to ensure the content remains relevant and up-to-date.

Does the course provide step-by-step guidance on how to use trading platforms?

Yes, there is a dedicated module on choosing and using brokerage platforms. It includes demo videos showing you how to use the platform, deposit funds, and buy ETFs, making it easy for those who are new to online trading.

Is there a focus on teaching how to invest in ETFs?

Yes, ETFs are covered in detail, including how to select them and the various factors to consider such as fees, domicile, and the type of investor for whom the ETF is suitable. The course also provides an ETF cheat sheet and guides you on the steps to start investing in ETFs.

Does the course cover tax aspects of investments?

Yes, tax is covered extensively in the course. It covers aspects such as capital gains tax, dividend tax, and income tax, and helps you understand how to be tax-smart about your investments based on your country of residence.

Does the course cover cryptocurrency investing?

The course does touch on cryptocurrency, but it is not the main focus. The primary focus is on building a stock market portfolio, managing risk, tax-smart investing, and diversification. The course includes a brief section on crypto in the later modules.

How confident will I be after completing the course?

After completing the course, you can expect to be highly confident in your ability to invest. On average, course participants report a confidence increase from 43% to 93%. You'll be equipped to make informed decisions and take action with your investments.