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

2-Ivan Sanchez

Section 3: Why invest?

1- Benefits of saving

2- Time value of money

3- Retirement
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

1- Debt

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.