Finance · Library course
Build an Investment Portfolio You Can Stick With
Most portfolios don't fail on returns. They fail when their owner panics. This course builds a simple, boring plan you'll actually hold through the next crash.
- Beginner
- 8 lessons
- 1 h 7 min to complete
7-day preview, no card needed. The course is in the library the day your academy goes live.
Finance
What it covers
What your people will learn.
- Finance
The biggest threat to your returns is the person who manages the money: you. The portfolio that wins is the one you can hold through a crash without flinching.
Most investors sabotage themselves at the worst moments. They chase the smart-money story, buy after a run-up, then sell in the panic. The fix is not a cleverer fund or a hotter pick. It is a plan simple enough to hold in your head and an asset allocation that fits how much loss you can actually stomach, which is the single decision that drives most of your outcome.
This course is about behavior over forecasting. You will figure out what your risk tolerance really is, set one rebalancing chore on the calendar, and learn why doing nothing during volatility is the hardest and most valuable move you make. By the end you write an investment policy statement: a short letter your future self reads when the market is screaming at you to abandon the plan.
Who it's for
New investors: want one portfolio they understand instead of a pile of tips they second-guess.
Panic sellers: keep bailing out at the bottom and need a rule that holds when their nerve doesn't.
Busy professionals: want a set-and-rebalance system that runs on one calendar reminder a year.
The lessons
8 lessons, in order.
About 1 h 7 min to complete. Add the course and every lesson is yours to publish as it is, or to edit.
- The thing that breaks portfolios isn't returns4 min
- The smart-money fairytale8 min
- The decision that makes 90 percent of the difference9 min
- What risk tolerance actually means9 min
- A portfolio you can hold in your head10 min
- The one chore on the calendar8 min
- Doing nothing as the hardest move10 min
- Write the letter your future self will need9 min
In your academy
A starting point, not a rental.
A library course works like any course you publish. Add it, make it yours, and your people see it as one of your own.
- 1
One click
Add it to your academy
Find the course in the library, press Add, and it's in your catalog. Publish it as it is, or shape it first.
- 2
Your brand
Rebrand it, edit it
It sits on your domain, in your colours. Change any word yourself, or ask the assistant for your wording, your examples and your policies.
- 3
Practice
Practice and the tutor come with it
Type / in any lesson to add practice, from explain it back to drills and scenarios. Your people can ask the AI tutor about any lesson.
On the same shelf
Other Finance courses your academy opens with. The library holds 150+ across eight tracks.
Explore the library
Questions
Questions about library courses.
The short ones are here. For anything else, ask below.
Rather talk it through?
Thirty minutes with the team. Bring your material and we'll show you what it becomes.
Book a callYes. Over 150 finished business courses are in the library the day your academy goes live, and adding one to your catalog is a single click. Once you publish it, it counts toward your plan's courses like any course you publish.
Start with one topic.
Give us your website and we’ll start from what you already teach, in your colours. Your first course is on us.
7-day preview, no card needed. Or have us build it.