Hello and Welcome!
You know you should be investing, BUT, the sheer amount of investing information out there can leave you confused and overwhelmed.
Where do your start?
What accounts do you open?
Which investment firm should you go with?
What should you invest in?
How often should you invest?
It can be a lot.
In this course, we'll answer all of those questions.
Investing confidence can ONLY be gained through education and experience. The sooner you start, the faster you can take advantage of compound growth on your knowledge and your money.
No more thinking about it.
No more waiting for the right moment.
If you are the first in your family to invest, then this course is for you as it can allow you to grow your money faster.
If you aren't an expert and don't have a lot of money to invest, then this course is for you. You cannot afford not to invest. The good news is that you don't need a lot to start.
If you are an active participant of our consumer society, then this course is for you as it means you will be taking part in the success of companies that you already support as a consumer.
If you want to ensure you have the funds to buy time in the future, pursue passion projects, and change the economic dynamics of your family tree, then this course is for you.
Invest For Your Future Self
When you invest, you ensure your future self can continue to live abundantly. Returns on your investments can help fund a dream project, a travel goal, and help you buy time to spend with loved ones.
Invest For Your Children
When you invest, you open up more opportunities for your children. Opportunities that will allow them to succeed and make meaningful impact in the world.
Invest For Your Community
When you invest, you can help fund projects that benefit your community. These investments are good for your wallet and the people around you.
Investing today means ensuring your future self and future generations greater options, more flexibility and better opportunities.
At the end of this course...
You'll learn the power of investing
You'll know exactly what investment accounts to open and what to invest in
You'll develop a system to ensure you are investing automatically
You'll know which investment accounts minimizes your tax liability
You'll possess a strong understanding of investing concepts and terminology
You'll know what to do if your workplace doesn't offer a retirement plan
You'll know what your investing options are even if you are not a U.S. citizen
You'll create financial stability for yourself and future generations
"An investment in knowledge pays the best dividends."
Benjamin Franklin
Meet Your Instructor
Hi ! I'm Catherine Agopcan. I'm a Certified Financial Educator and a Sustainability Advocate. I was born in the Philippines and immigrated to the United States when I was 9 years old. I've been an investor since 2005.
I founded Sisters for Financial Independence, a learning and community platform committed to educating everyone through all stages of life how to better manage their money so that we can all build a life of impact. I believe that money can be a catalyst for good for ourselves, our families and our communities.
Prior to this, I worked in IT and AdTech streamlining operations for public companies.
I'm investing for myself, my daughter, and for the good that money can do.
Curriculum Preview
- What's in it for me (risk and return)? (5:34)
- How easy is it to buy and sell investments (liquidity)? (1:40)
- How much does it cost to invest (fees)? (2:26)
- How do I make sure I don't put all of my eggs in one basket (diversification)? (1:49)
- Is it possible to get scammed (fraud)? (1:21)
- How much and how often do I want to invest? (2:02)
- Investment Account Types (5:14)
- Accounts for Retirement (9:55)
- Accounts for Passion Projects and Big Purchases (1:01)
- Accounts for Future Education (2:12)
- Accounts for Kids (2:41)
- Accounts for Health Expenses (1:36)
- Accounts for Persons with Disabilities (1:32)
- What can my portfolio look like? (2:43)
Frequently Asked Questions
Who should take this course?
This course is for you if you are looking to invest for the first-time or want to improve your investing knowledge.
Should you take this course if you have debt?
Yes, but if you have high interest debt (anything above 8%), I'm going to highly recommend that you work towards reducing and eliminating that debt as much as you can. Doing so will mean you'll have more flexibility and more money to invest.
I don't have a lot of money to invest, is this course for me?
Yes! You don't need a lot of money to start investing. Keep in mind that starting small is the best place to start because it helps build a habit of consistency.
How long do I have access to the course?
After enrolling, you will have unlimited access to this course for as long as you like - across any and all devices you own so that you can refer to the various lessons as your needs and goals change.
When does the course start and finish?
It is a completely self-paced online course - you decide when you start and when you finish. Of course, we recommend reviewing the content sooner than later as investing favors those who do it early.
How long will this course take to complete?
It depends. The course has a mix of video, text and exercises so the pace is up to you.
How does the Payment Plan work?
We wanted to make sure this course is financially accessible so we've provided multiple payment plan options depending on your needs. Each month, you'll be charged a partial of the total cost of the course.
What if I am unhappy with the course?
We would never want you to be unhappy! If after completing the entire course, you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.
May Bonuses
If you sign-up for the course by the end of the Month, you will receive the following bonuses.
Bonus 1:
Winning with Wealth: Investment Strategies for a Strong Financial Future
A review of investment strategies to inspire, mirror, and setup to secure your financial future.
Bonus 2:
Financial Freedom Blueprint
A digital copy of The Money Journal with over 100 pages of money prompts, lessons, and action items to keep you focus and on track.
Bonus 3:
From Toddlers to Teens: How to Invest for Your Child's Financial Future
30% discount on our newest course: From Toddlers to Teens: How to Invest for Your Child's Financial Future