FordelHoldings
Academy
With FordelHoldings Academy's wide range of personal finance and investing courses and events in your hands, you can finally make financial decisions with confidence.
Build Better Financial Habits
With Nir Eyal, Wall Street Journal bestselling author of Indistractable
Pouring that perfect cuppa didn't happen in a day. Nor did that perfect downward dog. But the right habits go a long way to getting you there — in your life and finances.
Nir Eyal writes, consults, and teaches about the intersection of psychology, technology, and business. Indistractable has received critical acclaim, winning the Outstanding Works of Literature Award, and was named one of the Best Personal Development Books of the Year by Audible.
We've partnered with Nir to get his best, science-backed tips. Watch the short, 5-part miniseries in the app or on our website.
Watch the series
Meet your
habits expert
with Nir Eyal
Wall Street Journal bestselling author of Indistractable
How to Build Better Financial Habits | Part 1
Master your
internal triggers
with Nir Eyal
Wall Street Journal bestselling author of Indistractable
How to Build Better Financial Habits | Part 2
Plan for
traction
with Nir Eyal
Wall Street Journal bestselling author of Indistractable
How to Build Better Financial Habits | Part 3
Take your financial education wherever you go
We know it isn't easy to find the time to take a course. And now you don't have to. With the FordelHoldings app, take your courses with you, and squeeze them into your schedule any time, any place. And yes, all of our courses are completely free. You don't even have to invest.
FordelHoldings Academy Curriculum
Basic courses
Financial Planning Basics
In Financial Planning Basics, learn how to tailor your financial plan to your individual preferences and goals. Whether your goal is to buy a house or save more money, there are essential steps in financial planning that will set you up to take control of your personal finances.
By the end of the seminar, you'll be equipped to do the following:
- Determine your current financial standing
- Set up a budget that reflects your current and future priorities
- Specify and prioritize your life goals and assess how much they will cost to achieve
- Develop a strategic action plan to reach your goals
- Set up cost-effective safety nets for you and your loved ones
- Review and revise your financial plan along the way
- Understand basic investing terms (to be continued in Investing Basics)
Investing Basics
There's plenty of investment advice and types of investments out there, so how should you decide how to start investing? Whether you're a beginner in investing, or you want to solidify your understanding of investing, this seminar will equip you with the information you need to feel comfortable making the best investment decisions for yourself.
What we'll cover:
- The differences between various asset classes
- What a balanced portfolio should look like
- What you should consider before making an investment
- Understanding your personal risk preferences
- Why your investment timeline is important
- Do-it-yourself investing versus having a portfolio manager
- Dollar-cost Averaging versus Timing the market
Intermediate courses
How to Invest (The Right Way) with ETFs
If you've ever spent any time looking into investment options, you've probably come across Exchange-Traded Funds (ETFs). A quick search online will tell you that an ETF is an investment tool that tracks an index, and is traded like a stock. In the last decade, ETFs have become increasingly popular because they provide such diversified exposure. But, not all ETFs are created equally, and portfolio managers approach investing with ETFs in different ways.
What we'll cover:
- What are ETFs?
- The wide range of ETFs
- ETFs vs Unit Trusts
- How to evaluate ETFs to decide which ETFs to invest in
- How ETFs fit into a passive investment strategy
Advanced courses
A Deep Dive into FordelHoldings's Asset Allocation Investment Framework
Robo-advisors have become popular around the world largely due to their low fees, accessibility, and convenience. We've taken these value propositions up a notch: Our proprietary risk management investment strategy, ERAA® (Economic Regime-based Asset Allocation) sets it apart from other financial advisors and robo-advisors in that it systematically maximises returns while minimising risk.
What we'll cover:
- The differences between securities selection (also known as 'stock picking') and asset allocation
- The economic data that FordelHoldings uses to make unbiased, informed, and long-term investment decisions
- The FordelHoldings Risk Index and our emphasis on risk management
- Expected returns
Deep Dive: Bonds as an Asset Class
Bonds are a key element in any investor's asset allocation toolbox. But, they generally don't receive the same level of attention as stocks do, and yet the bond market is significantly larger than the equity market. Bonds are an extremely diverse asset class with various types of instruments that can perform different roles in an investor's portfolio.
What we'll cover:
- An introduction to bonds, including types of issuers and structures
- Bond yields and the price-yield relationship
- Duration & convexity
- Understanding the yield curve
- How bonds can be an attractive addition to a portfolio
Electives
FordelHoldings: An Inside Look
With all of the different investment options available, it can be difficult to determine which portfolio manager should invest your hard-earned money. Here, we'll give you an inside look into FordelHoldings and explain how our technology and investment strategy set our offering apart from other traditional financial advisors and robo-advisors.
What we'll cover:
- Introduction to the company, the co-founders, the advisory team
- How our investment strategy seeks returns taking only a fraction of the risk
- A walk-through of the app, from sign-up to how to make the most out of the app
- Our fee structure and what it includes
Interested?
Get in touch with us to know more about the Academy