Index Investment Course & Personal Finance Community
Learn how to invest and every topic related on how to make money while investing.
What we will cover on the investment course
Section 1: Introduction to the course
1- Table of contents
Section 2: About the authors
1- Bill Holliday, CFP
Section 3: Why invest?
1- Benefits of saving
2- Time value of money
3.1- Retirement Factors
3.2- 4% Rule
3.3- Savings vs Retirement Age
4- Benefits of an investment account
Section 4: What to invest in?
1- What is a stock?
2- What is a bond?
3- Expected Return
4- Index Investment
5- Exchange Traded Funds
6- Portfolio Construction
7- Target Date Funds
8- Three Fund Portfolio
Section 5: Financial Planning
2- Long term thinking
3- Start now
4- Account maintenance
5- Considerations if looking for an advisor
Section 6: Sustainable, Responsible, Impact Investing (SRI)
1- What is SRI? and how do we approach it.
Section 7: For people investing and declaring taxes in the US
1- Types of accounts
1.1- Taxable accounts
1.2- Tax advantaged accounts
3- Where to invest? (Options for US residents)
4-How to invest
Section 8: For people investing and NOT declaring taxes in the US
1- Where to invest? Options for hispanic people
2- How to invest
Section 9: Summary
1- Summary of the whole course content
Section 10: Definitions
1- Definitions on the course terminology
Section 11: Resources
1- Easy access to the information of the course and usefull tools
Section 12: Thank you
Index investment video course
Course divided into 12 sections
Receive our ebook which follows the course entirely
One time payment of $55 for lifetime access
Join our ongoing personal finance community
Access to our forum, you can attend our live zoom calls, and receive support information
Get the answers to any doubt you have about finances
$20 / month
If you want more support - set up a free meeting to discuss becoming an AIO Financial client
We meet with you regularly to manage investments, make a retirement plan, address estate planning, tax planning, and review your insurance
Our minimum fee for personal financial planning services is $750/quarter
Learn to invest
We provide video content and an eBook that covers all of the course content.
What will you learn on the course?
How to open an account step by step, different investment options and how to do it.