Course Overview: Unlock your potential, reframe your relationship with money, and set the stage to elevate and enhance your personal journey. Learn life lessons from Greatest of All Time (GOAT) Investors and role models. Explore your hopes and dreams. Develop proper attitude, approach and strategies to achieve a “Rich Life.”   

Three critical P’s for personal and professional development are Perspective, Passion, and Personal Plans. Cultivate a long-term mindset, discover true passions, and create actionable personal plans that align with values and goals. Build habits to think more long term and formulate relevant and practical personal plan to include short and long-term goals. Be inspired by showcased role models who share their personal approaches.  

Not putting all of one’s eggs in one basket has been an investment concept known for centuries. This module will discuss the underpinnings of risk and how to smartly diversify a portfolio.

Appreciate the journey. A thoughtful recap and summary to develop a "game plan" approach to decision-making, personal growth, and financial management for both personal and professional contexts.  Personal KPI metrics help navigate and monitor. Renewed sense of purpose, practical tools for navigating life's challenges, and the confidence to pursue a rich and fulfilling life.

Through inspiring personal role model stories, learn how to navigate life's challenges, make thoughtful decisions, and cultivate habits that lead to personal and financial success.

Differentiate between impulsive and considered decisions. Evaluate alternative choices and expected outcomes.

Even those who earn substantial amounts of money cannot build a firm financial future if they don’t spend wisely. This module focuses on the importance of living within your means, starting early, and have the “miracle” of compound interest work for you.

All investors seek to earn significant returns, but they go about it in difference ways. In the equity universe, Value and Growth strategies differ in their outlook at techniques. This module will analyze different schools of thought in the equity universe. Differentiate between fads versus secular trends.

An introduction to the proper mindset and initial strategies for charitable contributions. Delve into the psychology of generosity and discover how to make a meaningful impact in your community and beyond. Based on role model experiences, explore the psychological and emotional benefits of generosity. Topics include understanding the "helper's high" and its effects on well-being, techniques for cultivating gratitude and empathy and overcoming barriers to giving and developing a giving mindset.

Time is often considered the most precious commodity we possess, as it is finite and irretrievable. Explore the multifaceted nature of time and its impact on various aspects of our lives, with a particular focus on health, money, and relationships. Delve into the concept of the time value of money, explaining how delayed gratification can lead to significant financial benefits in the long run. Explore techniques to enhance productivity and maintain concentration in an increasingly distracting world.

The burgeoning school of Behavioral Economics tells us that many investors make mistakes that costs them substantial sums of money over the long-term. This module identifies the most common investor mistakes and charts a course to correct them.

Who better to learn investment secrets from than the GOATs? This module will feature important lessons from the GOATs, such as Buffett’s famous maxim, “Be fearful when others are greedy and be greedy when others are fearful.” Role model from modest backgrounds who went on to achieve great success also have many inspiring words to live by and will be featured as well. Timeless wisdom into actionable lessons applicable at every stage of life. Epiphany moments guaranteed.

Introduction to core skills to navigate the complex landscape of financial information and make informed investment decisions. Drawing insights from legendary investors and leveraging AI technologies, learn how to effectively vet information sources, conduct proper research, and manage portfolios in an era of information overload. Topics such as expense ratios, alpha, and a manager’s personal investment in the fund will be covered.