Course curriculum

  • 1

    Let's do this!

  • 2

    Module 1: Learn the foundation

    • L01 Introduction

    • Download your plan and vocabulary list

    • L02 Create a written financial plan and follow it

    • Quiz: Create a written financial plan and follow it

    • L03 Simplicity beats complexity; keep it simple

    • Quiz: Simplicity beats complexity; keep it simple

    • L04 Start early; time really is money!

    • Quiz: Start early; time really is money

    • L05 Be realistic about stock market returns

    • Quiz: Be Realistic about stock market returns

    • Submit your plan

    • L06 Wrap up & next steps

    • Module 1 Survey
  • 3

    Module 2: Join the community

    • L01 Join the community of like-minded folks

    • The Build Your Wealth Facebook Group
  • 4

    Module 3: Strengthen your foundation

    • L01 Introduction

    • L02 Do it yourself; pros don’t always work for you

    • Quiz: Do it yourself; pros don’t always work for you

    • L03 Youthful mistakes hurt more than you think

    • Quiz: Youthful mistakes hurt more than you think

    • L04 Start building wealth through savings

    • Quiz: Start building wealth through savings

    • L05 Keep financial costs as low as possible

    • Quiz: Keep financial costs as low as possible

    • L06 Diversify to reduce risk of loss

    • Quiz: Diversify to reduce risk of loss

    • L07 A mix of stocks and bonds is vital

    • Quiz: A mix of stocks and bonds is vital

    • L08 Do not trade too much

    • Quiz: Do not trade too much

    • L09 Cool heads win in the end

    • Quiz: Cool heads win in the end

    • Submit your financial plan

    • L10 Wrap up & next steps

    • Module 3 Survey
  • 5

    Module 4: Get answers to your questions

    • L01 Introduction

    • L02 Understand the disclaimer

    • L03 Frequently Asked Questions

    • L04 Financial independence worksheet

    • L05 Red light, green light for the stock market

    • L06 ETFs vs. Funds

    • L07 Wrap up & next steps

    • Survey Module 4

Instructor

Dr. Andrew Stotz, CFA

In 1992, Dr. Stotz left a management career at Pepsi-Cola in California to teach finance in Thailand and has not stopped teaching since. In 1993, he found his life calling as a financial analyst, a job for which he was eventually voted #1 in Thailand. In the second half of his 20-year career in investment banking, Dr. Stotz was a head of research leading teams of financial analysts. During that time, he served as a two-time president of CFA Society Thailand and now runs his own firm, A. Stotz Investment Research, which provides research and tools for institutions and high-net-worth investors; as well as, helps CEOs make their companies financially world class. He holds a Bachelor of Science in finance and an MBA from California State University and earned his Ph.D. in finance at the University of Science and Technology of China. Andrew lives in Bangkok with his 82-year-old mother, who will attest that he remains an analyst at heart!