An introduction of the course materials

Phase I — Diagnostic of Cash-Flow, Insurance, Estate Planning, Tax Real Estate & More

Account Types, Funds, Market Indices, Portfolio Diagnostics, ETFs & Mutual Funds

Phase II — New Portfolio Construction, Law of Large Numbers, Dollar-Cost Averaging, Systematic & Unsystematic Risk

Lateral and Vertical Construction Concepts, Types of Investors

Investor Categories — Lateral and Vertical Integration Implementation

Modern Portfolio Theory — Beta, Alpha, R-Squared, Mean Return, Standard Deviation and Sharpe Ratio

Investment Objectives, Risk Tolerances, Example Portfolios Based Upon Investor Avatars

Phase III — Portfolio Monitoring, Estate Planning Maintenance, Tax Efficiency Management, Portfolio Monitoring Frequency

Estate Planning Maintenance — Account Types, Trusts, Estate Planning Checklist

Tax Efficiency Management — Converting IRA to Roth IRA, JTWROS vs Community Property, Real Estate

Review of Class, DIY Investing, Hiring an Adviser, Checking in With Your Current Adviser