LIVE VIRTUAL COURSE - FOR 5 DAYS!
Often the most challenging part of learning to invest is feeling like you are all alone, without a guide to show you the way, but with Win-Win Investing, you never have to feel that way! Throughout the week, you have access to a variety of focused training and coaching sessions, each geared to a beginner's skill level, intended to provide hands-on guidance and feedback for the tactics and strategies you need to be focused on.
BONUS #1: TRADER'S TALK - FOR 5 DAYS!
Sometimes you just need to have a place to get your questions answered! We recognize that it can be incredibly frustrating when all the questions being asked are over your head when you're just starting, just as it can be annoying to have to sift through questions that are far too basic when you're further along in your investing. That's why at Financial Coaching Institute, we provide five different Trader's Talk sessions during your live class week—we give you plenty of time to get your questions answered, whether you are a beginner or a more advanced trader.
BONUS #2: WEEKEND WORKSHOP: BROKERAGE BASICS & RETIREMENT ACCOUNT REVEALED
After 12+ hours of training, we know you may need a little extra time to let your new knowledge settle. You may have additional questions after you've had a chance to practice your new skills. A week or two after the class, you'll have the opportunity to ask any last questions you have after having time to work on your Trading Plan. Our goal is to make sure you are less overwhelmed and more focused, and you won't find a more complete, helpful, or cohesive set of resources anywhere.
BONUS #4: WORKBOOK & STUDY GUIDE & MUCH MORE!
You will receive the Digital Workbook & Study Guide for the Win-Win Investing Course. The workbook is a great place to take class notes, complete the worksheets, and create your action steps for your personal investing plan. We also love freebies, so we have added some extra tools and resources that you will receive throughout the course.
OUR GOAL FOR YOU!
JANUARY 1 - 6, 2024
CLASS DATES: JANUARY 1-6, 2024
AND JAN 29 - FEB 3, 2024
You get 5 days of LIVE online webinar training sessions! Each virtual session begins at 6 pm EST and lasts about an hour. You will receive a digital workbook when you receive your webinar link to the sessions.
As Bonus #1, you also get a Trader's Talk session each evening for the 5-day training. Trader's Talk begins at 7 pm EST and is a chance to get your questions answered concerning the investing topic for that day.
As Bonus #2, you will receive two recordings and a Saturday Q&A Live workshop - from 4-5 pm EST. The first recording is all about Brokerage Basics, to show a professional trader's view into a brokerage's trading platform - Think or Swim (owned by Charles Schwab). We will set up screens to make it easier to trade with your new Recipe and show you tips to maneuver inside their platform. The second recording of the Weekend Workshop is about "revealing" Retirement Accounts. You will also have the opportunity to ask your questions during the Live session.
In Win-Win Investing, you'll learn and receive:
The Win-Win Investing Course materials will be delivered digitally via the email address you provide at checkout. The Virtual Course Checklist will arrive on the last day of registration for the course. The workbook will follow no later than the morning of class.
After most sessions, you will also receive some "Investment Tools" to enhance your investing. Each tool has step-by-step instructions for quick implementation!
Links to the recordings are usually received the following day after the live training session.
We are often asked about the minimum investment. We are not a broker/dealer, so that amount is dependent on the minimum account value required by your brokerage firm. We have seen clients begin with as little as $500 to get started with their Roth IRA. Here's an example, if you have $1,000, you can buy 100 shares of a $10 stock. We do not require a net worth or account minimum to educate you about investing.
Once you are done with your initial training sessions with us, you will have one Follow-Up Training about one to two weeks afterward. After that, when you are researching an investment, it takes about 15 minutes. Once you have your investments in place, monitoring them takes 2-5 minutes a day. If you have to exit a position, it might take an extra 5 minutes. When monitoring certain mutual funds, some clients only check those daily, and it takes about 5-10 minutes for whole the week.
Win-Win Investing is a Virtual Course offered at this time for the reduced rate of $1,997. Five hours of training is normally $5,000. Plus, you receive another five hours of Trader's Talk (another $5,000 value). You also receive a two-hour Weekend Workshop Recording and a Live Session (a $3,000 value). Finally, you get a Follow-Up Training Session (a $1,000 value). You are given numerous tools throughout the week (a $2,000 value). You receive over a $16,000 value in LIVE training, for only $1,997.