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Financial Independence Workshop

BASIC

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Course Introduction

Course Agenda

1

Session 1

(4 Hours)

Setting the context

  • What is financial independence?

  • Understanding the time value of money

  • Do all roads lead to Rome?

  • The wizardry of Compounding

  • How do you price any asset?

  • How to price your own business or startup?

  • The Price-to-Earnings (PE) Ratio

  • Is the Efficient Market Hypothesis (EMH) valid?

  • PE ratio theory and application

3

Session 3

(4 hours)

How to invest in individual stocks

  • All roads lead to Rome, but you can go further

  • What is a "great" business? 

  • Identifying economic moats

  • Understanding the Margin of Safety of a business

  • Conducting an industry analysis

  • How to read Annual Reports of companies

  • Understanding the use of options for hedging

2

Session 2

(4 Hours)

Basics of Financial Planning

  • Timing the market: a good idea?

  • Principles of Dow Theory

  • Understanding pricing of real estate - a good investment?

  • Is gold really an "investment"?

  • Cryptocurrencies: a mirage?

  • Using price-volume action 

  • Basics of financial planning

  • Calculating IRR and NPV

  • Indexing your way to financial independence (is Beta enough)?

4

Session 4

(4 hours)

The Road Less Travelled

  • The mindset of a successful investor

  • Understanding market and economic cycles

  • Trend and inter-market analysis

  • Common investing mistakes

  • The psychology of generating significant long-term wealth (The game of gut over brain)

  • Risk management & portfolio diversification

  • How to sustain Alpha?

Who should attend?

Anyone who wants to learn about compounding your way to significant wealth

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Anyone seeking to become financially independent

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Anyone wanting to take charge of their own finances and make informed investment decisions

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Certification provided upon successful completion of the course

Alexa Young, Product Manager

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