
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.
Course Details
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.
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.
employee well-being, productivity and job
satisfaction.
56%
of employees are stressed about their finances
2x
more likely to be looking for a new job with a focus on financial well-being
6x
more likely to say that financial stress has severely impacted their productivity at work
7x
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

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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