4.6 (89 reviews)

Bootcamp
for Business

Empower your employees to secure their financial future and improve your business's long-term success by investing in this comprehensive course.

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Course Details

Total cost $49.50

Learn on any device

Online course

Self-paced over 3 months

Weekly live webinars

Weekly Q&A

Online Support

Bulk discounts based on seats

Learn on any device

Online course

Self-paced over 3 months

Weekly live webinars

Weekly Q&A

Online Support

Similar to mental and physical well-being, financial health can be improved with the right tools and education.

Unlock your potential with help from our team. Bootcamp is designed by industry experts to help investors make good investment decisions.

01. Budgeting

02. Investment Planning

03. Investment Diversification

04. Different Investment Vehicles

05. Investment Strategies

06. Investor Psychology

07. Next Steps

Bootcamp helps to tackle financial stress

Help to increase wellbeing, improve productivity and staff retention

See how your staff are going

Access the course dashboard to get a picture of employee engagement and progress

Flexible online learning

Complete Bootcamp at your own pace for up to three months, with weekly webinars to guide you along the way.

Low financial health negatively impacts
employee well-being, productivity and job
satisfaction.

56%

of employees are stressed about their finances

more likely to be looking for a new job with a focus on financial well-being

more likely to say that financial stress has severely impacted their productivity at work

more likely to say that financial stress has majorly impacted their attendance

Source: 2022 PwC Employee Financial Wellness Survey.

Knowledge is power. A practical and easy course to follow that can help you make the most of your money.

Effie Zahos, Independent Director

Bootcamp course modules

01. Budgeting & saving

✓Budgeting & saving overview

✓The keys to financial success

✓Understanding Income & Expenses

✓Setting Financial Goals

✓Creating a Budget

✓Managing Debt

✓Saving Strategies

✓Financial Planning for the Future

✓Behavioural Science & Personal Finance

02. Investment Planning

✓Investment Planning Overview

✓Risk Profile

✓Live webinar & discussion

✓Financial Goals

✓How much to invest?

✓Time Horizon

✓The Power of Compound Returns

03. Investment Diversification

✓Diversification Overview

✓Different blends of asset classes

✓Live webinar & discussion

✓What are asset classes

✓Alignment with investment time frame

✓Sequencing risk

✓Rebalancing Your Portfolio

04. Different Investment Vehicles

✓Investment Vehicles Overview

✓ETFs

✓Live webinar & discussion

✓Shares

✓Managed portfolios

✓Managed Funds

✓Cash & Bonds

05. Investment Strategies

✓Investment Strategies Overview

✓Value Investing

✓Income Based Strategies

✓Active vs Passive

✓Technical Analysis

✓Market Timing

✓Core & Satellite

✓Income

✓Live webinar & discussion

06. Investor Psychology

✓Investor Psychology Overview

✓Biases and their Solutions

✓What holds you back

✓Common mistakes

✓What tempts you to invest

✓Live webinar & discussion

07. Next Steps

✓Putting everything into practice

✓Making the most of your complimentary membership

✓Finding the right portfolio

✓Share and Review

What others have said about Bootcamp

Aaron K.

“I have read a lot of investment and personal finance books, but The InvestSMART Bootcamp has been by far the most useful in terms of how to get started and put together a simple but solid investment plan and strategy. Very highly recommended.”

Anna S.

“Really enjoyed Bootcamp, informative and helpful with access to great resources and tools.”

Ros R.

“Insightful information for beginning investors. As a long term II subscriber it help me consolidate my knowledge and to learn more about diversification and the tools available on your site.”

Anna M.

“Excellent course. Good mix of styles and content and I/S products for examples.”

Sammy B.

“I absolutely loved it!! I definitely recommend if you are interested in investing this is perfect!!!! I learnt so much and really feel empowered to make the next step. Evan and Tom are great and really knowledgeable. Thank you once again.”

Alan F.

“I have been investing for many years and found the course very easy to go through. It confirmed and reinforced my current investing processes. I have shared this with my family.”

Phil G.

“Although I have been value investing with Intelligent Investors guidance for several years, I found the Boot Camp very worthwhile and put a number of things in perspective for me.”

Shannon R.

“I gained some helpful insights and was after the next steps on how to develop specific strategies (or examples) on how a core and satellite set up could work for the beginner and what financial metrics are needed to make a bucket system work effectively.”

Meet the expert team that put the course together

Effie Zahos

Independent Director

Effie is one of Australia’s leading personal finance commentators with more than two decades of experience helping Australians make the most of their money.

Paul Clitheroe, AM

Chairman

Paul has 37 years of investment experience and is regarded one of Australia's leading "money" experts.

Tom Wilson

Investor Education & Product Specialist

Tom is dedicated to educating and empowering individuals to take control of their financial futures and learn the essential principles of investing. Tom has a double degree in Psychology & Commerce.

Evan Lucas

Chief Market Strategist

Evan has a Masters in Finance, he has been investing & researching global markets for over a decade. He is also the author of "Mind Over Money: Why Understanding Your Money Behaviour Will Improve Your Financial Freedom".

Additional resources & content

Free Membership

Get complimentary access to Eureka Report & Intelligent Investor for one month* (RRP. $110)

Weekly Webinars

Join live interactive webinars or watch later at a time that suits you.

Weekly Q&A

Access the Weekly Q&A with finance experts such as Alan Kohler

Online Support

Don’t go it alone - dedicated team online to help keep you on track.

*Complimentary access to Eureka Report & Intelligent Investor can not be added or extended to current subscriptions.

Request a quote

Equip your team with premium access to our comprehensive financial training program.

Get in touch to discover how our Bootcamp for Business can boost your team's financial literacy and business insight.

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Amount invested	Our management fees
$0 to $100,000	0.55% p.a.
$100,000+	$550 p.a. capped fees

Bootcamp for Business

Course Details

Similar to mental and physical well-being, financial health can be improved with the right tools and education.

Bootcamp helps to tackle financial stress

See how your staff are going

Flexible online learning

Bootcamp course modules

Meet the expert team that put the course together

Effie Zahos

Paul Clitheroe, AM

Tom Wilson

Evan Lucas

Additional resources & content

We're here to help

Bootcamp
for Business