Index Investing Course
Learn to invest – and everything else about money
What we cover in the Investment Course
Section 1: Why Invest?
1, Benefits of Savings
2, Time Value of Money
3, Retirement
– 3.1 Retirement Factors
– 3.2 4% Withdrawal Guideline
– 3.3 Savings vs Retirement Age
4. Benefits of an Investment Account
Section 2: What to Invest In?
1. What is a Stock
2. What is a Bond
3. Expected Return
4. Index Investing
5. Exchange Traded Funds
6. Index Mutual Funds
7. Portfolio Construction
8. Target Date Funds
9. Three Fund Portfolio
Section 3: Types of Accounts
1. Taxable
2. Tax Advantaged
3. Taxes
Section 4: Where and How to invest?
1. Schwab
2. Vanguard
3. Fidelity
Section 5: Financial Planning
1. Debt
2. Long Term Thinking
3. Start Now
4. Account Maintenance
5. Consideration if Looking for an Advisor
Section 6: Sustainable, Responsible, Impact Investing
1. Screening
2. Shareholder Advocacy
3. Community Investing
Section 7: Summary
1. Keys from the course
2. Summarizing it all so you can put it into action
Section 8: Resources
1. Websites to help you
2. Additional services that AIO Financial will provide:
– 2.1 forum
– 2.2 live virtual call
– 2.3 individual fee-only financial planning
Index Investing Course
28 part video course
Receive our eBook covering the entire course
$65 one-time fee for life-time access
Private Forum
Get your questions answered
$20/month
Learn how to invest
We provide 9 hours of video content and an eBook that covers all of the course material.
What you will get out of the course
Step-by-step instructions about how and where to oven accounts and invest.