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Investment Courses

  
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If someone told you investing is only for the rich, they were wrong.

Experienced Investor Dedicated to Investment Education

Driven by my passion to provide quality, simplified investment education at an affordable price and no hidden agendas, I created this multimedia educational content to provide insights into the financial markets and help you make informed investment decisions on your own. Investing does not need to be complicated and I try to provide the education to keep it that way.

~ Eric Kulwicki CFA®, CFP®

Investment Courses

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

$99 per year

Use Coupon Code LEARN2026 for a $50/yr discount. Only available for a limited time.
  
START LEARNING

Learn at Your Own Pace in Your Own Comfort

Everyone learns at their own pace and in their own way. These multimedia-driven courses allow for learning without judgment and within your own comfort level.

Easy access to courses and lessons.

 

Multimedia approach to learning.

 

Multiple ways to explain financial concepts.

 

Access Your Courses on the Kajabi Mobile App

 

Complex Concepts Simplified Execution

The more you learn does not need to lead to more complex solutions. Simplicity and staying the course is what should matter for most investors. You can gain basic investment knowledge from anywhere, but it's the nuances and how to utilize that knowledge where the real value is added. This is what I try to share throughout these courses.

 

Who Are These Courses For?

These courses are primarily for the beginning and intermediate investor, although experienced investors could probably learn a few things as well. You could be a do-it-yourself investor, or you could be working with a financial advisor but you want a stronger base of knowledge so you reduce the risk of your advisor misleading you.

 

This is Not a Trading Course

If you want to learn about trading penny stocks, swing trading or any other "get rich quick" investment strategy, this course isn't for you. I will not provide specific investments to invest in in these courses. This education is me sharing my extensive institutional investment research and portfolio management knowledge that I utilize to manage portfolios and consult for institutional and retail clients. I'm sharing what I believe to be the important core investing concepts and practical execution strategies that investors can benefit from.

Begin Your Investment Education Journey

  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

Investment Courses

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

$99 per year

Use Coupon Code LEARN2026 for a $50/yr discount. Only available for a limited time.
  
START LEARNING