ETF Investor Blueprint
- 4 in-depth learning modules
- 4 personal mentoring sessions
- Direct WhatsApp support throughout the program
- Practical workbooks and implementation tasks
- Community meet-ups in Frankfurt
- Step-by-step guidance over 2 months
Content:
- Understand how the stock market and ETFs really work
- Define your personal financial and investment goals
- Choose the right broker for your situation
- Understand compound growth and long-term wealth building
- Compare different ETF investment strategies
- Build a retirement investment plan
- Understand the new German retirement account and other available options
- Explore investing for children, where relevant
- Use practical tools to research and manage your investments
- Create your own personalised ETF investment strategy
By the end of the programm, you will have
- A clear long-term investment strategy
- A structured ETF portfolio framework
- Greater confidence in making your own investment decisions
- A concrete action plan you can implement immediately
Stock Investor Blueprint
- 5 learning modules
- 5 personal mentoring sessions
- Direct WhatsApp support throughout the program
- Practical workbooks and implementation tasks
Community meet-ups in Frankfurt - Step-by-step guidance over 3 months
Content:
- Understand how stock markets work and what drives share prices
- Learn how to identify and evaluate high-quality companies
- Analyse companies, industries and their competitive position
- Master the key principles of fundamental analysis
- Learn how to read financial statements and interpret important valuation metrics
- Understand chart patterns and use technical analysis as an additional decision-making tool
- Develop a structured approach to risk management
- Learn how to construct and diversify a stock portfolio
- Understand different order types and execute investments with confidence
- Distinguish between long-term investing and shorter-term strategies and decide what fits you
- Recognise emotional decision-making, behavioural biases and common investor mistakes
- Use professional tools and resources to research and evaluate investment opportunities
- Build a personalised stock investment strategy aligned with your goals, lifestyle and risk profile
- Develop your own repeatable process for analysing investment opportunities
By the end of the programm, you will have
- A structured framework for analysing individual stocks
- A clear process for deciding what to buy and what to avoid
- Your own approach to valuation, risk and portfolio construction
- Greater confidence in making independent investment decisions
- A personalised investment strategy and actionable framework you can continue using after the program
Complete Investor Blueprint
- Investing in ETFs
- Investing in individual stocks
- 9 structured, step-by-step learning modules
- 9 private 1:1 mentoring sessions
- Personalised guidance throughout the program
- Practical workbooks and implementation exercises
- Community meet-ups in Frankfurt
- Step-by-step support over 5 months
- A structured framework for building and managing your portfolio
- Guidance in creating a personalised investment strategy aligned with your goals, time horizon and risk profile
By the end of the program, you will have:
- A clear understanding of both ETF and stock investing
- A personalised investment strategy
- A structured framework for selecting ETFs and analysing stocks
- A clear approach to portfolio construction and risk management
- Greater confidence in making independent investment decisions
- A practical long-term investment plan you can continue using after the program
Understanding
Gold and Silver investment
Duration 2,5 hours
Mentoring session
