In-house Seminars and Courses

We offer in-house seminars and courses for any organization interested in providing its members with investing literacy education. Our seminars are designed to educate and empower. We don't sell financial products. Our focus is exclusively on education.

Seminar subject matter often includes or replicates content from our standard courses:

• Free Webinars
• The Small Investor's Survival Guide (content will be drawn from the book Play to Prosper: The Small Investor's Survival Guide)
• The Passive Investor's Game Plan (content will be drawn from the book Play to Prosper: The Passive Investor's Game Plan)

More generally, we address the following topics in in-house seminars and courses:

1. How to survive and thrive in financial markets

• provide objective information about the way financial markets work
• emphasize what is scientifically known and unknown about effective investing techniques
• discuss various market players and their motives
• outline the various risks you face as an investor
• highlight the temptations and decision making errors that conspire to make you your own worst enemy
• provide guidance on basic steps you can take to feel more comfortable with the investment choices you make in future, whether you elect to work with an advisor or do it yourself
• help you understand your role and obligations as a member of a society seeking prosperity
• outline how you can win the investing game despite an unlevel playing field

2. Guidance on managing your own investments in the event you prefer not to work with an advisor

• deciding whether you need or want to work with an advisor
• understanding risk tolerance
• determining an appropriate asset allocation
• selecting diversified funds for investment
• getting some practice with simulated trading
• the simplest game plan

Opportunities will be provided for questions and answers on any topic relating to investing.

As we design our seminars we'd love to hear from you. Please Contact Us with any suggestions or requests you may have for material to be covered in future seminars.

In order to arrange an in-house seminar, you must organize a venue and advertise the event among your membership. Please Contact Us in the event you have any questions or to schedule a seminar.

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