Master essential investment concepts through structured learning modules designed for Australian market conditions. Build practical skills over 12 months with expert guidance.
Our program follows a carefully structured progression that builds your knowledge systematically. Each phase connects to the next, creating a solid foundation for understanding investment principles.
Market basics, terminology, and regulatory framework understanding
Research methods, financial statement reading, and valuation techniques
Portfolio construction, risk management, and long-term planning
Four comprehensive modules delivered over 12 months, starting August 2025
Multiple-choice exam covering terminology and basic concepts, plus a market analysis project
Company analysis report with detailed research methodology and recommendations
Portfolio construction exercise with risk assessment and 6-month tracking simulation
Comprehensive investment plan presentation incorporating all learned concepts
This program focuses on practical skill development rather than promised returns. You'll gain confidence in making informed investment decisions and understanding market dynamics.
Critical thinking skills for evaluating investment opportunities
Practical experience with research tools and analysis methods
Understanding of risk management and diversification principles
Knowledge of Australian market regulations and tax considerations
Ability to create and monitor investment portfolios
Lead Education Coordinator
Twenty years of experience in financial education and market analysis. Marcus has developed curriculum for several Australian investment education programs and holds advanced certifications in financial planning.