Course 3

How to Start Investing

Some Knowledge

Now, let’s start having fun. After completing the first two courses, you should have a great foundation on which to build. This course will walk you through everything you need to know to start investing properly. We’ll walk through three different approaches to investing: do it yourself, using a financial advisor, or a robo-advisor.

We’ll also show you what to look for when opening a brokerage and some of our favorites on the market today.

Course Requirements:

  • Wealthplicity University Courses 1 & 2 to understand your risk tolerance and a basic understanding of the stock market
  • Some form of electronic device that has a screen and internet connection

The Course at a Glance:

1.5 hours of video

7 downloadable resources


Lifetime Access

Desktop and mobile access

Certificate of Completion

Course Lessons:

Lesson 1

The Power of Compounding Interest

  • The Magic of Compounding Interest
  • A Brief History of Compounding Interest
  • Investing > Savings
  • Compound Interest in Action

Lesson 2

Finding the Right Brokerage

  • Managing Your Own Portfolio
  • What a Financial Advisor Does for You
  • Robo-Advising
  • Pros and Cons of Each
  • What to Look for in a Brokerage
  • Our Favorite Investment Apps

Lesson 3

Managing Your 401(k)

  • Making Money Managing Your 401(k)
  • Options You Have Managing your 401(k)
  • Rules For Withdrawals and Roll-overs

Lesson 4

The Importance of Balance and Diversification

  • What is Balance in a Portfolio?
  • The Many Ways to Diversify a Portfolio
  • How to Not Over-diversify
  • The Importance of Having Both

Lesson 5

Opening Your First Portfolio

  • Review of The Early Investor’s All-Star Portfolio
  • A Study in Composition

Save Over 50% With Our Five-Course "Learn to Invest" Bundle!

In addition to these Five Courses that will provide you a strong foundation to invest, we are also giving you as a bonus our “Early Investor’s All-Star Portfolio!” This portfolio is comprised of 20 stocks specifically picked by our Head of Investing Strategy to provide stability, while striving for steady 8% gains year over year.

Course 1

Understanding Who You Are as An Investor



Course 2

Understanding Investing and The Stock Market



Course 3

How to Start Investing

Some Knowledge


November 2021

Course 4

Making Serious Money For the Serious Investor



November 2021

Course 5

Learning to Trade Options



Secure Checkout
No obligation. Cancel anytime.

Purchase Our "Learn to Invest" Bundle for only $109 and SAVE $120!

Learning to Invest with Wealthplicity University is easy, and we make it fun! With over 25 downloadable resources and 7 hours of video footage, you will be diving into investing with the knowledge that you need to build true wealth. Achieve your financial goals much faster with access to these FIVE core courses:

  • This Course 1: Understanding Who You Are as An Investor PLUS
  • Course 2: Understanding Investing and The Stock Market
  • Course 3: How to Start Investing
  • Course 4: Making Serious Money For the Serious Investor
  • Course 5: Learning to Trade Options
  • BUNDLE BONUS: Access to The Early Investor’s All-Star Portfolio!

ALL for only $80 more… a savings of OVER 50%!!



Premium Access

Gain Instant Access to our FIVE core University courses, PLUS our Early Investor's All-Star Portfolio... That's FIVE Courses AND a full starter portfolio for only $109!