Course curriculum
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1
Let's do this!
- Introduction to the Build Your Wealth Membership Group
- Download the Build Your Wealth Course Checklist
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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
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3
Module 2: Join the community
- L01 Join the community of like-minded folks
- The Build Your Wealth Facebook Group
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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
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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
What some members have said:

This is real

This is a great, well-structured course

I won't have to depend on anybody else
Your guide

CEO, A. Stotz Investment Research
Andrew Stotz, PhD, CFA