1.1 Welcome to our VISION investment course and meet Charlene!
FREE PREVIEW1.2 Who is the course for
FREE PREVIEW1.3 Why investing is a must for your future
FREE PREVIEW1.4 Debunking the top 3 myths of investing
FREE PREVIEW1.5 Three Key investment principles that will boost confidence
FREE PREVIEW1.6 The VISION framework: Your roadmap to investment success
FREE PREVIEW1.7 Eight essential questions to define your investment value and goals
1.8 Case study
1.9 Your key takeaways for module 1
1.10 Your homework for module 1
2.1 Investing unlocked: This one thing will make it all clear
Investment Quiz: Which asset class does it belong to?
2.2 Three steps to understanding asset class: Stocks and bonds (Part 1)
2.3 Three steps to understanding asset class: 10 alternative investments (Part 2)
2.4 Tips for choosing between ETFs, mutual funds and index funds
2.5 Ultimate guide to pick your investment style: Active, passive, growth, value—Which one suits you Best?
2.6 How to choose the right investment platform/broker?
2.7 How to open your investment account
2.8 Step-by-step tutorial on how to open your investment broker account (Swissquote)
3.1 How to build an investment strategy that gives you peace of mind
3.2-1 The 80/20 rule for developing a personalised investment plan
3.2-2 Major asset classes, indices and ETFs& mutual funds
3.3 Three key mentalities and tips to keep your portfolio on track
BONUS: 3.4 Reveal Charlene's persona investment choices, top stock positions and strategies
3.5 Case study: Alex - Expat in Switzerland who wants to purchase a property in Zurich
3.6 Case study: Mei - Ambitious investor facing life changes (Married and expecting a kid)
3.7 Homework - Build a personalised strategy for you!
4.1 How to start investing with just $100
4.2 All the fees you should be aware of
4.3 Three tricks banks use to rip you off and how to avoid them
4.4 Bonus content: A step-by-step guide to execute your first trade (with screensharing)
5.1 Three key strategies to boost your portfolio’s growth potential
5.2 Three risk management tactics to monitor your portfolio like a pro
5.3 The power of automation: How to make your investments grow without constant management
6.1 The one tip that will let your money work for you—So you don’t have to work for money
6.2 How to stay ahead with continuous learning: 60 tools and resources to expand your investment knowledge
6.3 Get 1:1 support from Charlene and her team
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