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Empowering Investors Through Education

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Empower your financial future through education and gain clarity to invest with confidence. My multimedia investment education courses can help you make smarter investment decisions that support your financial well-being.

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Invest in Yourself.

Access hours of investment education across multimedia to enhance your investment knowledge and gain confidence in yourself.

Create Discipline

Know what you'll do before you do it.

Learn Patience

Let the markets come to you.

Gain Confidence

Greater knowledge builds confidence.

ABOUT ME

Eric Kulwicki CFA®, CFP®

 

I believe professional investment education and support should be accessible to everyone.

I’ve always had a passion for helping others succeed. With over 20 years of financial experience, including as a portfolio manager, investment consultant, research analyst and wealth advisor, I realized the best way to help others was to share what I know.

I created my online education platform to give you a direct line to real-world, institutional-level investment experience. I cut through the noise to share unique, professional insights that other educators may not be able to offer.

Whether you are just starting out or looking to refine your strategy, I’m here to help you invest with knowledge, discipline, patience and confidence.

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The Courses

Access my growing library of multimedia educational content.​

I teach you how to think when investing.
Don't get caught up in things that don't really matter. Focus on what does.

The Basics
Investing is a key tool to pursing wealth.  Understand the basics to get started.

 

Economics 101
Learn how supply and demand drive the global economy, the markets, and your life.

 

Assets, Investors & Markets
Many investors miss what really drives the markets. Dig deeper into the mechanics.

 

Understanding Risk
Volatility and risk are not the same. Understand the risks you should try to manage.

 

Investment Styles
Investment styles often drive decision making. Have you defined your investment style?

 

Investment Products
You need to really know what you're invested in. This is where big mistakes can happen. 

 

Investment Accounts
Explore how to use different investment account types to your advantage.

 

Managing My Own Money
As a professional investor, I share the framework I use to manage my own money.

 

Working With Financial Advisors
Not all financial advisors are alike.  Learn what to look out for.

 

Resources 
Learn some of the third-party resources that I use to help me manage money.

 

 

...and more to come!

 

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IT'S UP TO YOU

Build Financial Confidence

My courses provide relevant content curated for the beginning and intermediate investor, with supporting written, audio and visual content available.

Are you ready?

 

YES, COUNT ME IN!

Start Your Investment Education Now

Gain unlimited access to my complete multimedia course library for an entire year. Sign up for the annual subscription today and start investing with confidence.

$99/year


 

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Investment Courses Outline

  1. The Basics

    5 lessons
    1. Intro
    2. Getting Started Saving and Investing
    3. Compounding Wealth
    4. What Are You Trying to Achieve?
    5. Reduce Mistakes with an Investment Plan

  2. Economics 101

    3 lessons
    1. Intro
    2. Supply and Demand Drives Everything
    3. Fighting Inflation

  3. Asset Classes, Investors & Financial Markets

    5 lessons
    1. Intro
    2. You Can Easily Invest in Various Asset Classes
    3. The Market's Varied Participants
    4. Understanding the Structure of Financial Markets
    5. What Moves Financial Markets?

  4. Understanding Risk

    6 lessons
    1. Intro
    2. Start by Managing Your Personal Risk
    3. The Ups and Downs of Investment Volatility
    4. The Embedded Risks of Asset Classes
    5. Check Your Emotions When Investing
    6. You Need to Avoid Capital Destruction

  5. Investment Styles

    8 lessons
    1. Intro
    2. Investing vs. Speculating
    3. Time Horizon Matters
    4. Growth Investing
    5. Value Investing
    6. Income Investing
    7. Total Return Investing
    8. Passive Index Investing

  6. Investment Products

    5 lessons
    1. Intro
    2. You Need to Know What You're Actually Invested In
    3. Mutual Funds
    4. ETFs
    5. Closed-End Funds

  7. Investment Account Types

    6 lessons
    1. Intro
    2. Employer-Sponsored Retirement Plans
    3. Traditional and Roth IRAs
    4. Health Savings Accounts
    5. 529s
    6. Taxable Investment Accounts

  8. How I Manage My Money

    9 lessons
    1. Intro
    2. How I Use Different Investment Account Types to My Advantage
    3. My Investment Philosophy
    4. My Investment Style
    5. The Simple Investment Strategies That I Utilize
    6. Strategy and Positioning By Account Reason, Size and Cash Flows
    7. Letting the Markets Come to Me
    8. Utilizing Opportunistic Leverage
    9. How I Measure My Success

  9. Working With Financial Advisors

    6 lessons
    1. Intro
    2. Public Service Announcement: The Quality of Financial Advisors is All Over the Place
    3. Types of Financial Advisors
    4. How Financial Advisors Get Paid
    5. Uncover the Hidden Conflicts of Interest
    6. Questions You Should Ask Your Financial Advisor

  10. Resources

    1 lesson
    1. Resources List

  11. Investment Definitions

    1 lesson
    1. Investment Definitions

Deepen Your Investment Knowledge

Access Eric's updated views on the financial markets and the investment strategies he manages for clients.

VISIT KULWICI INSIGHTS