Finance · Beginner
A self-paced programme in fundamental and technical analysis, broker setup and portfolio audit — built for new investors who want a repeatable process.
Most new investors do not start with a process. They start with a tip, a headline or a stock that everyone is talking about. The position goes into the account, and then the questions begin: Why did I buy this? How much should I own? When would I sell? What would make me change my mind?
Without answers, a portfolio becomes a collection of unrelated decisions. One stock is bought for dividends, another for a rumour, a third because it fell sharply. There is no clear link between the holdings and the investor's goal, risk tolerance or time horizon.
This programme was built to replace that guesswork with a repeatable method. You will learn how to set an investment goal, choose a broker, analyse a company's fundamentals, time entries and exits with technical analysis, and assemble a portfolio that you can explain line by line.
The course is self-paced and practical. Each module ends with an exercise that moves you from theory to a written decision: a risk profile, a company scorecard, a trade plan, a portfolio table and a final audit.
By the end of the programme, you will have a working process for each stage of stock investing.
Translate your time horizon, capital and tolerance for drawdowns into written rules for the portfolio.
Compare brokers, open a brokerage and individual investment account, and understand the tax points that affect your choices.
Work through revenue, profit, debt and cash flow to see how a business actually makes money.
Use valuation ratios, growth measures and a simple scorecard to decide whether a stock deserves further research.
Read candlestick patterns, support and resistance, trends and core indicators to plan when to act.
Match each holding to your risk profile and avoid concentrating the portfolio in one idea or one market theme.
Write down what you will buy, why, at what price, with what exit, and how you will review it.
Check balance, overlap, risk and fit with your goal, then decide what to keep, reduce or replace.
Leave with a documented reason for each position instead of a list of tickers you cannot justify.
Fundamental analysis answers a different question from technical analysis. Fundamentals help you decide what may be worth owning: is the business profitable, is debt manageable, is the valuation reasonable, and is there a credible path for growth? Technical analysis helps you decide when to act: is the price trend supportive, where have buyers and sellers reacted before, and where would an entry or exit make sense?
The programme teaches both, but not as competing religions. You will use a fundamental scorecard to build a shortlist and a technical checklist to plan the timing. Then portfolio construction brings the two together: position size, diversification and risk limits decide how much of each idea you actually own.
The lessons use worked examples and real market cases to show the full chain from company analysis to a portfolio decision. You will see how a thesis is written, how it can be wrong, and how a stop or review point protects the portfolio when the market disagrees.
The programme is delivered as recorded video lessons and eight recorded workshops. There are no live sessions to attend and no fixed class times. You work through five modules in your own schedule, with a suggested pace of eight weeks and roughly three to five hours per week.
Each module combines short lessons with a practical assignment. You will fill in a risk profile, build a company scorecard, mark up a chart, size positions in a portfolio table and prepare a final portfolio review. The templates are downloadable, so you can keep using them after the course.
Access to the lessons lasts six months from purchase. The checklists and spreadsheet templates are yours to download and keep. The course is educational: it teaches a method and does not manage money for you or provide individual investment advice.
Five modules take you from the first principles of the stock market to a documented portfolio and a six-month plan.
Every part of the programme is designed to be used, not just watched.
Short, focused lessons that explain the method and show it on worked examples.
Practical sessions that walk through analysis, portfolio construction and audit decisions.
Downloadable tools for risk profiling, company analysis, trade planning and portfolio review.
A repeatable way to compare companies on profitability, debt, valuation and growth.
A structured pre-trade check for trend, levels, indicators and invalidation points.
A table for reviewing holdings, overlap, position size and fit with your investment goal.
A written plan for what you will buy, why, how much and when you will review it.
Time to work through the modules and revisit the lessons while you build your portfolio.
Review the programme and the materials; request a refund within 14 days if it is not for you.
You will not leave with a list of stocks to copy. You will leave with a process you can repeat. Your investment goal and risk profile are written down. You know how to open and use a brokerage account, how to read a company's financial statements and how to score a stock before you buy it.
You will also have a technical checklist for timing, a portfolio table with position sizes, and a six-month plan that states what you are looking for and how you will review it. If you already own stocks, the audit module gives you a way to decide what stays, what changes and what no longer fits.
The aim is confidence based on evidence: you can explain why each holding is in the portfolio, what would make you sell, and how the portfolio is balanced against the risks you are willing to take.
Plan for about three to five hours a week over eight weeks. The lessons are short, but the exercises are where the learning happens. You can move faster or slower because the course is self-paced.
No. The programme starts with market basics and explains the analysis step by step. You will need basic spreadsheet skills to fill in the templates, but no prior investing experience is required.
No. Module 1 walks through choosing a broker and opening a brokerage and individual investment account. You can complete the lessons before you open an account, but you will get more from the course if you follow the setup steps.
After payment you receive access to the course area with all recorded lessons, workshops and downloadable templates. You can start immediately and work through the modules in any order, although the numbered sequence is recommended.
The lessons are recorded videos with supporting checklists and spreadsheet templates. The eight workshops are also recorded. There are no live sessions, so you can watch at your own pace and pause to complete each exercise.
The lessons remain available in your account for six months from purchase. All checklists and templates are downloadable, so you can keep them and use them after the access period ends.
Yes. You have 14 days from purchase to review the course and request a refund if it is not right for you. The refund policy applies to the digital programme and its materials.
No. It teaches a method for analysing companies, timing entries and exits, and constructing a portfolio. The examples are for education, not personal recommendations. You make your own decisions and remain responsible for your investments.
Yes. The audit module is designed for existing holdings. You can use the worksheets to review what you own, check balance and overlap, and decide what to keep, reduce or replace.
Yes, short and long positions are introduced in the technical analysis module, including when short selling may not be appropriate. The focus is on understanding the mechanics and the risk, not on encouraging frequent short trades.
Work through five modules, complete the templates and leave with a documented portfolio and a six-month plan.