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With our structured learning approach, you’ll gain the confidence and skills to make smart decisions in any market.
Comprehensive Curriculum
The program takes a holistic approach to financial education, equipping participants with a broad and in-depth understanding of finance
Expert Instruction
Taught by professionals with 20+ years of market experience, led by a CFA charterholder
Price
Affordable tuition fees, discounts, and flexible installment plans
Elevate your investment game
Elevate your investment game
Elevate your investment game
What you’ll learn
Investor’s Forge is designed to give you an end-to-end perspective on what it takes to excel in today’s global markets—minus the unnecessary fluff. Guided by two experienced instructors (including a CFA charterholder), our curriculum spans the full breadth of practical skills you need to navigate both traditional and emerging asset classes. Watch our course introduction video for more details on the curriculum.
Curriculum
A University-Level Investment Curriculum Designed for Real-World Success
What you'll learn:
The basics of how financial markets work, like a giant auction house where millions of people buy and sell pieces of companies and loans. You'll discover the major players, from individual investors to big institutions, and how their actions move markets.
Why it matters:
This is like learning the rules of the game before playing. Without understanding how markets work and what drives prices, you're essentially gambling rather than investing. This knowledge forms the foundation for every investment decision you'll make.
What you can do immediately:
Start reading market news with real understanding, recognize why prices are moving up or down, identify different market conditions, and make your first investment decisions based on solid market knowledge rather than hunches.
1.1 Understanding Market Basics
- Market structure and participants
- Supply and demand dynamics in financial markets
- Price formation and market efficiency
- Different types of markets (stocks, bonds, etc.)
1.2 The Building Blocks of Returns
- Components of investment returns
- Risk and return relationship
- Time value of money fundamentals
- Impact of compounding
- Basic statistical measures of returns
1.3 Market Psychology and Behavioral Finance
- Common behavioral biases in investing
- How psychology affects market prices
- Overcoming emotional investing
- Building a systematic approach
The basics of how financial markets work, like a giant auction house where millions of people buy and sell pieces of companies and loans. You'll discover the major players, from individual investors to big institutions, and how their actions move markets.
Why it matters:
This is like learning the rules of the game before playing. Without understanding how markets work and what drives prices, you're essentially gambling rather than investing. This knowledge forms the foundation for every investment decision you'll make.
What you can do immediately:
Start reading market news with real understanding, recognize why prices are moving up or down, identify different market conditions, and make your first investment decisions based on solid market knowledge rather than hunches.
1.1 Understanding Market Basics
- Market structure and participants
- Supply and demand dynamics in financial markets
- Price formation and market efficiency
- Different types of markets (stocks, bonds, etc.)
1.2 The Building Blocks of Returns
- Components of investment returns
- Risk and return relationship
- Time value of money fundamentals
- Impact of compounding
- Basic statistical measures of returns
1.3 Market Psychology and Behavioral Finance
- Common behavioral biases in investing
- How psychology affects market prices
- Overcoming emotional investing
- Building a systematic approach
What you'll learn:
How to analyze the broader economic environment and understand different market cycles. You'll learn to interpret economic indicators, understand monetary and fiscal policy impacts, and recognize how market narratives shape investment opportunities.
Why it matters:
The economy and market cycles are major drivers of investment returns. Understanding these forces helps you position your portfolio appropriately for different economic conditions and avoid major market pitfalls.
What you can do immediately:
Interpret economic news and data, identify where we are in economic and market cycles, understand how current narratives are affecting markets, and adjust your investment strategy based on economic conditions.
2.1 Macroeconomic Analysis
- Economic indicators and their interpretation
- Monetary policy and its impact on markets
- Fiscal policy implications
- Global economic interconnections
- Leading, coincident, and lagging indicators
2.2 Market and Economic Cycles
- Business cycle phases and their characteristics
- Market cycle analysis and phases
- Relationship between economic and market cycles
- Sector rotation through economic cycles
- Identifying cycle positioning and transitions
2.3 Narrative Cycle Analysis
- Understanding market narratives and themes
- How narratives drive market cycles
- Identifying dominant market narratives
- Narrative shifts and their impact on investments
- Contrarian opportunities in narrative cycles
How to analyze the broader economic environment and understand different market cycles. You'll learn to interpret economic indicators, understand monetary and fiscal policy impacts, and recognize how market narratives shape investment opportunities.
Why it matters:
The economy and market cycles are major drivers of investment returns. Understanding these forces helps you position your portfolio appropriately for different economic conditions and avoid major market pitfalls.
What you can do immediately:
Interpret economic news and data, identify where we are in economic and market cycles, understand how current narratives are affecting markets, and adjust your investment strategy based on economic conditions.
2.1 Macroeconomic Analysis
- Economic indicators and their interpretation
- Monetary policy and its impact on markets
- Fiscal policy implications
- Global economic interconnections
- Leading, coincident, and lagging indicators
2.2 Market and Economic Cycles
- Business cycle phases and their characteristics
- Market cycle analysis and phases
- Relationship between economic and market cycles
- Sector rotation through economic cycles
- Identifying cycle positioning and transitions
2.3 Narrative Cycle Analysis
- Understanding market narratives and themes
- How narratives drive market cycles
- Identifying dominant market narratives
- Narrative shifts and their impact on investments
- Contrarian opportunities in narrative cycles
What you'll learn:
How to analyze different sectors of the economy and specific industries within them. You'll understand how sectors rotate through economic cycles, how industries evolve, and how to evaluate competitive dynamics.
Why it matters:
Different sectors and industries perform differently in various economic conditions. This knowledge helps you choose the right sectors to invest in at the right time, whether through individual stocks or sector ETFs.
What you can do immediately:
Analyze any industry's competitive structure, identify sectors likely to outperform in current conditions, select appropriate sector ETFs, and make informed decisions about industry-specific investments.
3.1 Sector Analysis Framework
- Sector classification systems
- Cyclical vs. defensive sectors
- Sector correlations with economic indicators
- Inter-sector relationships and dependencies
- Global sector trends
3.2 Industry Analysis
- Industry structure and competitive dynamics
- Porter's Five Forces application
- Industry life cycles and evolution
- Regulatory environment impact
- Industry-specific metrics and benchmarks
3.3 Top-Down Analysis Integration
- Connecting economic cycles to sector performance
- Sector allocation strategies through cycles
- Industry selection within sectors
- ETF selection based on sector/industry analysis
- Risk management in sector rotation strategies
How to analyze different sectors of the economy and specific industries within them. You'll understand how sectors rotate through economic cycles, how industries evolve, and how to evaluate competitive dynamics.
Why it matters:
Different sectors and industries perform differently in various economic conditions. This knowledge helps you choose the right sectors to invest in at the right time, whether through individual stocks or sector ETFs.
What you can do immediately:
Analyze any industry's competitive structure, identify sectors likely to outperform in current conditions, select appropriate sector ETFs, and make informed decisions about industry-specific investments.
3.1 Sector Analysis Framework
- Sector classification systems
- Cyclical vs. defensive sectors
- Sector correlations with economic indicators
- Inter-sector relationships and dependencies
- Global sector trends
3.2 Industry Analysis
- Industry structure and competitive dynamics
- Porter's Five Forces application
- Industry life cycles and evolution
- Regulatory environment impact
- Industry-specific metrics and benchmarks
3.3 Top-Down Analysis Integration
- Connecting economic cycles to sector performance
- Sector allocation strategies through cycles
- Industry selection within sectors
- ETF selection based on sector/industry analysis
- Risk management in sector rotation strategies
What you'll learn:
How to read company financial statements like a detective, finding clues about a company's health, profitability, and future prospects in the numbers. You'll understand how companies can manipulate their financials and how to spot red flags.
Why it matters:
Financial statements are your window into a company's real performance. Without this skill, you're investing based on stories and hype rather than facts. This is the fundamental skill that separates successful investors from speculators.
What you can do immediately:
Analyze any public company's financial statements, calculate key financial ratios, spot potential accounting issues, and make investment decisions based on real financial data rather than market noise.
4.1 Understanding Financial Statements
- Balance sheet analysis
- Income statement analysis
- Cash flow statement analysis
- Key financial ratios and their interpretation
4.2 Quality of Earnings Analysis
- Understanding accounting policies
- Red flags in financial statements
- Earnings manipulation detection
- Sustainable vs. one-time earnings
How to read company financial statements like a detective, finding clues about a company's health, profitability, and future prospects in the numbers. You'll understand how companies can manipulate their financials and how to spot red flags.
Why it matters:
Financial statements are your window into a company's real performance. Without this skill, you're investing based on stories and hype rather than facts. This is the fundamental skill that separates successful investors from speculators.
What you can do immediately:
Analyze any public company's financial statements, calculate key financial ratios, spot potential accounting issues, and make investment decisions based on real financial data rather than market noise.
4.1 Understanding Financial Statements
- Balance sheet analysis
- Income statement analysis
- Cash flow statement analysis
- Key financial ratios and their interpretation
4.2 Quality of Earnings Analysis
- Understanding accounting policies
- Red flags in financial statements
- Earnings manipulation detection
- Sustainable vs. one-time earnings
What you'll learn:
Different ways to figure out what a company is worth, from simple methods like comparing price ratios to complex ones like discounted cash flow analysis. You'll understand which methods work best in different situations.
Why it matters:
Valuation is how you determine if an investment is cheap or expensive. Without valuation skills, you won't know if you're overpaying for an asset or getting a bargain. This knowledge helps you avoid expensive mistakes and find hidden opportunities.
What you can do immediately:
Calculate different types of valuation metrics for any public company, compare companies within an industry, and make informed decisions about whether a stock is overvalued or undervalued.
5.1 Fundamental Analysis
- Discounted cash flow analysis
- Free cash flow to equity
- Dividend discount models
- Understanding key assumptions and limitations
5.2 Relative Valuation
- Price multiples (P/E, P/B, P/S)
- Enterprise value multiples
- Industry-specific metrics
- Choosing appropriate comparable companies
5.3 Growth Analysis and Forecasting
- Revenue growth analysis
- Margin analysis and projections
- Working capital management
- Capital expenditure requirements
Different ways to figure out what a company is worth, from simple methods like comparing price ratios to complex ones like discounted cash flow analysis. You'll understand which methods work best in different situations.
Why it matters:
Valuation is how you determine if an investment is cheap or expensive. Without valuation skills, you won't know if you're overpaying for an asset or getting a bargain. This knowledge helps you avoid expensive mistakes and find hidden opportunities.
What you can do immediately:
Calculate different types of valuation metrics for any public company, compare companies within an industry, and make informed decisions about whether a stock is overvalued or undervalued.
5.1 Fundamental Analysis
- Discounted cash flow analysis
- Free cash flow to equity
- Dividend discount models
- Understanding key assumptions and limitations
5.2 Relative Valuation
- Price multiples (P/E, P/B, P/S)
- Enterprise value multiples
- Industry-specific metrics
- Choosing appropriate comparable companies
5.3 Growth Analysis and Forecasting
- Revenue growth analysis
- Margin analysis and projections
- Working capital management
- Capital expenditure requirements
What you'll learn:
Everything about bonds and other fixed-income investments, from basic government bonds to corporate debt. You'll understand how interest rates affect bond prices and how to evaluate bond risks.
Why it matters:
Bonds are crucial for building stable, diversified portfolios and can provide steady income. Understanding fixed income helps you protect your wealth and generate reliable returns, especially important as you get closer to retirement.
What you can do immediately:
Evaluate different types of bonds, understand their risks and rewards, calculate potential returns, and start building a fixed-income portfolio that matches your goals.
6.1 Bond Fundamentals
- Types of bonds and their features
- Understanding yield concepts
- Interest rate sensitivity
- Credit risk fundamentals
6.2 Bond Analysis and Selection
- Credit analysis for individual bonds
- Yield curve analysis
- Duration and convexity
- Bond valuation techniques
6.3 Bond Investment Strategies
- Laddering strategies
- Duration management
- Credit quality assessment
- Using bond ETFs and mutual funds
- Hold to maturity vs. active trading
Everything about bonds and other fixed-income investments, from basic government bonds to corporate debt. You'll understand how interest rates affect bond prices and how to evaluate bond risks.
Why it matters:
Bonds are crucial for building stable, diversified portfolios and can provide steady income. Understanding fixed income helps you protect your wealth and generate reliable returns, especially important as you get closer to retirement.
What you can do immediately:
Evaluate different types of bonds, understand their risks and rewards, calculate potential returns, and start building a fixed-income portfolio that matches your goals.
6.1 Bond Fundamentals
- Types of bonds and their features
- Understanding yield concepts
- Interest rate sensitivity
- Credit risk fundamentals
6.2 Bond Analysis and Selection
- Credit analysis for individual bonds
- Yield curve analysis
- Duration and convexity
- Bond valuation techniques
6.3 Bond Investment Strategies
- Laddering strategies
- Duration management
- Credit quality assessment
- Using bond ETFs and mutual funds
- Hold to maturity vs. active trading
What you'll learn:
How to put together different investments to create a portfolio that matches your goals and risk tolerance. You'll understand diversification, asset allocation, and how different investments work together.
Why it matters:
Even the best individual investments can perform poorly if combined incorrectly. Proper portfolio construction helps you maximize returns while minimizing risks, and helps you stick to your investment plan during market turbulence.
What you can do immediately:
Create a properly diversified investment portfolio, determine your optimal asset allocation, and implement a systematic rebalancing strategy.
7.1 Asset Allocation Fundamentals
- Asset class characteristics
- Risk and return profiles
- Correlation and diversification benefits
- Strategic vs. tactical allocation
7.2 Position Sizing
- Portfolio concentration vs. diversification
- Position sizing methodologies
- Rebalancing strategies
- Cash management
7.3 ETFs and Mutual Funds
- Understanding fund structures
- Analyzing fund costs
- Evaluating fund performance
- Index vs. active management
How to put together different investments to create a portfolio that matches your goals and risk tolerance. You'll understand diversification, asset allocation, and how different investments work together.
Why it matters:
Even the best individual investments can perform poorly if combined incorrectly. Proper portfolio construction helps you maximize returns while minimizing risks, and helps you stick to your investment plan during market turbulence.
What you can do immediately:
Create a properly diversified investment portfolio, determine your optimal asset allocation, and implement a systematic rebalancing strategy.
7.1 Asset Allocation Fundamentals
- Asset class characteristics
- Risk and return profiles
- Correlation and diversification benefits
- Strategic vs. tactical allocation
7.2 Position Sizing
- Portfolio concentration vs. diversification
- Position sizing methodologies
- Rebalancing strategies
- Cash management
7.3 ETFs and Mutual Funds
- Understanding fund structures
- Analyzing fund costs
- Evaluating fund performance
- Index vs. active management
What you'll learn:
How to identify, measure, and manage different types of investment risks. You'll understand both portfolio-level risks and individual investment risks, and learn various strategies to protect your investments.
Why it matters:
Risk management is what keeps you in the game long-term. Without proper risk management, even a few bad investments can wipe out years of gains. This knowledge helps you protect your wealth while still pursuing growth.
What you can do immediately:
Implement stop-loss strategies, properly size your positions, diversify your risks, and create contingency plans for different market scenarios.
8.1 Understanding Risk Types
- Market risk
- Company-specific risk
- Liquidity risk
- Currency risk
- Correlation risk
8.2 Risk Management Tools
- Stop-loss strategies
- Position sizing for risk control
- Diversification strategies
- Hedging techniques for retail investors
8.3 Portfolio Risk Management
- Risk measurement metrics
- Portfolio rebalancing
- Stress testing your portfolio
- Managing drawdowns
How to identify, measure, and manage different types of investment risks. You'll understand both portfolio-level risks and individual investment risks, and learn various strategies to protect your investments.
Why it matters:
Risk management is what keeps you in the game long-term. Without proper risk management, even a few bad investments can wipe out years of gains. This knowledge helps you protect your wealth while still pursuing growth.
What you can do immediately:
Implement stop-loss strategies, properly size your positions, diversify your risks, and create contingency plans for different market scenarios.
8.1 Understanding Risk Types
- Market risk
- Company-specific risk
- Liquidity risk
- Currency risk
- Correlation risk
8.2 Risk Management Tools
- Stop-loss strategies
- Position sizing for risk control
- Diversification strategies
- Hedging techniques for retail investors
8.3 Portfolio Risk Management
- Risk measurement metrics
- Portfolio rebalancing
- Stress testing your portfolio
- Managing drawdowns
What you'll learn:
How to read price charts and understand market dynamics through price action. You'll learn what different price patterns and market behaviors tell you about likely future moves, and how to use this information for better timing.
Why it matters:
Technical analysis helps you understand market psychology and timing. While fundamental analysis tells you what to buy, technical analysis helps you determine when to buy it, when to sell it, and how to manage your risk along the way.
What you can do immediately:
Start analyzing price charts to find better entry and exit points, set more effective stop losses, identify trends and potential reversals, and make more informed trading decisions.
9.1 Understanding Market Dynamics Through Price
- Price as a reflection of market psychology
- Supply and demand visualization through charts
- Volume and its relationship with price
- Market structure and price levels
- Order flow analysis
9.2 Technical Analysis Foundations
- Market cycles and trends
- Support and resistance dynamics
- Market momentum and exhaustion signals
- Volatility patterns and their meaning
- Time frames and their implications
9.3 Price Action Analysis
- Market microstructure
- Reading candlestick patterns as market psychology
- Understanding order blocks and liquidity
- Price action in different market conditions
- Institutional trading patterns
9.4 Technical Analysis Applications
- Market timing strategies
- Risk management using technical levels
- Entry and exit point optimization
- Combining technical and fundamental analysis
- Position sizing based on technical factors
How to read price charts and understand market dynamics through price action. You'll learn what different price patterns and market behaviors tell you about likely future moves, and how to use this information for better timing.
Why it matters:
Technical analysis helps you understand market psychology and timing. While fundamental analysis tells you what to buy, technical analysis helps you determine when to buy it, when to sell it, and how to manage your risk along the way.
What you can do immediately:
Start analyzing price charts to find better entry and exit points, set more effective stop losses, identify trends and potential reversals, and make more informed trading decisions.
9.1 Understanding Market Dynamics Through Price
- Price as a reflection of market psychology
- Supply and demand visualization through charts
- Volume and its relationship with price
- Market structure and price levels
- Order flow analysis
9.2 Technical Analysis Foundations
- Market cycles and trends
- Support and resistance dynamics
- Market momentum and exhaustion signals
- Volatility patterns and their meaning
- Time frames and their implications
9.3 Price Action Analysis
- Market microstructure
- Reading candlestick patterns as market psychology
- Understanding order blocks and liquidity
- Price action in different market conditions
- Institutional trading patterns
9.4 Technical Analysis Applications
- Market timing strategies
- Risk management using technical levels
- Entry and exit point optimization
- Combining technical and fundamental analysis
- Position sizing based on technical factors
What you'll learn:
Everything from basic blockchain concepts to advanced DeFi strategies. You'll understand how to evaluate crypto projects, secure your investments, and navigate the unique opportunities and risks in the crypto space.
Why it matters:
Crypto represents a new asset class with unique characteristics and opportunities. Understanding this space properly helps you capture potential returns while avoiding common pitfalls, scams, and unnecessary risks.
What you can do immediately:
Set up secure crypto storage, evaluate crypto projects systematically, participate in basic DeFi protocols safely, and implement crypto-specific risk management strategies.
10.1 Cryptocurrency Fundamentals
- Blockchain technology basics
- Types of cryptocurrencies and tokens
- Market structure and participants
- Tokenomics analysis
- Community and development team assessment
10.2 Cryptocurrency Investment Analysis
- Fundamental analysis for cryptocurrencies
- Technical analysis specific to crypto markets
- Network metrics and on-chain analysis
- Project evaluation framework
- Risk assessment methods
10.3 Crypto Storage and Security
- Types of wallets (hot, cold, hardware)
- Private key management
- Security best practices
- Backup strategies
- Insurance and recovery options
10.4 Trading and Exchange Platforms
- Centralized vs. decentralized exchanges
- Exchange selection criteria
- Order types in crypto markets
- Trading pairs and liquidity
- Platform security considerations
10.5 DeFi Investment Strategies
- Liquidity providing mechanics
- Yield farming strategies
- Lending and borrowing platforms
- Staking and governance
- Risk/reward analysis in DeFi
10.6 Risk Management in Crypto
- Market manipulation awareness
- Common scam types and prevention
- Smart contract risks
- Front-running and MEV
- Platform and counterparty risks
- Emergency response plans
Everything from basic blockchain concepts to advanced DeFi strategies. You'll understand how to evaluate crypto projects, secure your investments, and navigate the unique opportunities and risks in the crypto space.
Why it matters:
Crypto represents a new asset class with unique characteristics and opportunities. Understanding this space properly helps you capture potential returns while avoiding common pitfalls, scams, and unnecessary risks.
What you can do immediately:
Set up secure crypto storage, evaluate crypto projects systematically, participate in basic DeFi protocols safely, and implement crypto-specific risk management strategies.
10.1 Cryptocurrency Fundamentals
- Blockchain technology basics
- Types of cryptocurrencies and tokens
- Market structure and participants
- Tokenomics analysis
- Community and development team assessment
10.2 Cryptocurrency Investment Analysis
- Fundamental analysis for cryptocurrencies
- Technical analysis specific to crypto markets
- Network metrics and on-chain analysis
- Project evaluation framework
- Risk assessment methods
10.3 Crypto Storage and Security
- Types of wallets (hot, cold, hardware)
- Private key management
- Security best practices
- Backup strategies
- Insurance and recovery options
10.4 Trading and Exchange Platforms
- Centralized vs. decentralized exchanges
- Exchange selection criteria
- Order types in crypto markets
- Trading pairs and liquidity
- Platform security considerations
10.5 DeFi Investment Strategies
- Liquidity providing mechanics
- Yield farming strategies
- Lending and borrowing platforms
- Staking and governance
- Risk/reward analysis in DeFi
10.6 Risk Management in Crypto
- Market manipulation awareness
- Common scam types and prevention
- Smart contract risks
- Front-running and MEV
- Platform and counterparty risks
- Emergency response plans
What you'll learn:
Sophisticated investment strategies including global investing, factor investing, and ESG (Environmental, Social, and Governance) analysis. You'll understand how to incorporate these advanced concepts into your investment approach.
Why it matters:
These advanced topics help you refine your investment strategy and find new opportunities. They represent the cutting edge of investment management and can give you additional tools for improving returns and managing risks.
What you can do immediately:
Start incorporating international investments into your portfolio, implement basic factor investing strategies, and evaluate investments using ESG criteria.
11.1 Global Investing
- International diversification
- Currency considerations
- Emerging markets investing
- Global ETF strategies
11.2 Factor Investing
- Understanding factor premiums
- Popular factor strategies
- Implementing factor investing
- Factor portfolio construction
11.3 ESG Investing
- ESG framework understanding
- ESG integration in analysis
- ESG-focused portfolio construction
- ESG risk management
Sophisticated investment strategies including global investing, factor investing, and ESG (Environmental, Social, and Governance) analysis. You'll understand how to incorporate these advanced concepts into your investment approach.
Why it matters:
These advanced topics help you refine your investment strategy and find new opportunities. They represent the cutting edge of investment management and can give you additional tools for improving returns and managing risks.
What you can do immediately:
Start incorporating international investments into your portfolio, implement basic factor investing strategies, and evaluate investments using ESG criteria.
11.1 Global Investing
- International diversification
- Currency considerations
- Emerging markets investing
- Global ETF strategies
11.2 Factor Investing
- Understanding factor premiums
- Popular factor strategies
- Implementing factor investing
- Factor portfolio construction
11.3 ESG Investing
- ESG framework understanding
- ESG integration in analysis
- ESG-focused portfolio construction
- ESG risk management
What you'll learn:
How to put everything together into a comprehensive investment process. You'll learn about order types, tax considerations, performance measurement, and continuous improvement of your investment approach.
Why it matters:
Even the best investment knowledge is useless without proper implementation. This practical knowledge helps you execute your investment strategy effectively and efficiently while minimizing costs and taxes.
What you can do immediately:
Create your own investment checklist, set up a systematic investment process, implement proper documentation practices, and start measuring and improving your investment performance.
12.1 Building Your Investment Process
- Creating an investment checklist
- Documentation and record keeping
- Performance measurement
- Learning from mistakes
12.2 Trading Implementation
- Understanding order types
- Best execution practices
- Transaction cost analysis
- Tax considerations
12.3 Portfolio Monitoring and Review
- Regular portfolio review process
- Performance attribution
- Rebalancing decisions
- Continuous learning and adaptation
How to put everything together into a comprehensive investment process. You'll learn about order types, tax considerations, performance measurement, and continuous improvement of your investment approach.
Why it matters:
Even the best investment knowledge is useless without proper implementation. This practical knowledge helps you execute your investment strategy effectively and efficiently while minimizing costs and taxes.
What you can do immediately:
Create your own investment checklist, set up a systematic investment process, implement proper documentation practices, and start measuring and improving your investment performance.
12.1 Building Your Investment Process
- Creating an investment checklist
- Documentation and record keeping
- Performance measurement
- Learning from mistakes
12.2 Trading Implementation
- Understanding order types
- Best execution practices
- Transaction cost analysis
- Tax considerations
12.3 Portfolio Monitoring and Review
- Regular portfolio review process
- Performance attribution
- Rebalancing decisions
- Continuous learning and adaptation
Join the Investor’s Forge Waitlist Now
Pricing
Curriculum
Complete Investment Mastery
Professional-grade self-paced investment education combining traditional finance and crypto market
What we offer and you’ll get:
60+ hours of structured video content
Written Q&A support
12 months access to course materials
Investment Analysis Templates Pack, course slides & cheat sheets
Monthly live Q&A sessions with Mark and Alex
Interactive practice problems with detailed solutions
Access to Investor Forge discord community
Certificate of completion
Course fee: $297
3-month installment plan available: $99/month
Our Promise: 30-day money-back guarantee. If you're not satisfied with the course quality, we'll refund your investment in full.
Our instructors
Mark Varin, CFA
Traditional Finance & Investment Strategy Instructor
Mark is a seasoned portfolio manager and former quantitative analyst with deep expertise in wealth management, equities, fixed income, and digital assets. He blends traditional finance with data-driven insights to craft robust strategies.
Alex Rom
Cryptocurrency & Technical Analysis Specialist
Alex is a Crypto Portfolio Manager specializing in algorithmic trading, tokenomics, and market dynamics. He creates structured strategies for high-net-worth clients, translating complex crypto insights into practical investment opportunities.
FAQ
If you're passionate about mastering financial markets, this course is your stepping stone to success. Here's what you'll gain:
• A competitive advantage in understanding both traditional and crypto markets
• Mastery of investment tools and frameworks — not just what they are, but when, why, and how to use them effectively
• Enhanced ability to make data-driven investment decisions and market forecasts
• Skills to blend fundamental analysis with technical insights
• Improved analytical and strategic thinking capabilities
• Greater confidence in your investment approach
• Direct access to industry veterans Mark Varin and Alex Rom, who bring decades of combined experience across traditional finance and crypto markets
Plus, it's a valuable addition to your professional credentials, demonstrating your commitment to continuous learning in finance.
Investor's Forge bridges theory and practice, teaching you not just what to do, but why and how to think about markets systematically.
• A competitive advantage in understanding both traditional and crypto markets
• Mastery of investment tools and frameworks — not just what they are, but when, why, and how to use them effectively
• Enhanced ability to make data-driven investment decisions and market forecasts
• Skills to blend fundamental analysis with technical insights
• Improved analytical and strategic thinking capabilities
• Greater confidence in your investment approach
• Direct access to industry veterans Mark Varin and Alex Rom, who bring decades of combined experience across traditional finance and crypto markets
Plus, it's a valuable addition to your professional credentials, demonstrating your commitment to continuous learning in finance.
Investor's Forge bridges theory and practice, teaching you not just what to do, but why and how to think about markets systematically.
You can view the full course syllabus here
Your purchase includes 12 months of access to all the course materials
The core curriculum contains approximately 60 hours of video content. However, mastering the material, completing exercises, and participating in Q&As will require additional time. We recommend dedicating 3-5 hours per week for optimal learning.
Yes. The curriculum spans traditional assets (stocks, bonds, alternatives) and digital assets (cryptocurrencies), with comprehensive coverage of analysis techniques applicable across markets.
Yes! Upon completing all modules and passing the assessments, you'll receive a detailed certificate of completion from Investor's Forge.
Yes. We can provide corporate invoicing, process credit card payments or accept crypto.
No. While we provide additional resources and reading materials, they're optional enhancements to your learning experience. The core curriculum contains everything needed to master the concepts.
Yes. Markets evolve, and so does our content. Any updates or new materials released during your 12-month access period will be available to you at no additional cost. You'll be notified by email when new content is added.
This course is designed for anyone serious about understanding how both traditional and crypto markets function in the real world.
It's ideal for aspiring and current investment professionals, retail traders, financial analysts, wealth managers, crypto enthusiasts, finance students, and anyone looking to develop professional-grade investment skills.
It's ideal for aspiring and current investment professionals, retail traders, financial analysts, wealth managers, crypto enthusiasts, finance students, and anyone looking to develop professional-grade investment skills.
Yes. All monthly Q&A sessions are recorded and archived. Students can access these recordings at any time through our platform during their subscription period.
No formal prerequisites needed! While we use some basic math in our examples (nothing beyond high school level), we break down all concepts step by step. For any more advanced topics, we provide clear explanations and helpful resources to ensure everyone can follow along comfortably. The most important requirement is your enthusiasm for learning about markets – if you bring that, we'll help you with everything else.
The course is entirely self-paced. You can progress through the materials at your own speed and review sections as needed. While there are quizzes to validate your understanding, you can take them whenever you're ready.
All content is accessible through our secure online platform. You'll have seamless access to videos, written materials, tools, and community features through both desktop and mobile devices.
We hold monthly live Q&A sessions where Mark and Alex answer student questions. You can submit questions in advance or during the session. Additionally, you have access to priority written Q&A support throughout the course.
Yes. Please contact us directly to discuss corporate/group enrollment options.
We offer a 30-day money-back guarantee. If you're not satisfied with the course, contact us within 30 days of enrollment for a full refund. This policy expires after 30 days or upon course completion.
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Early Access – Be among the first to access our comprehensive course content.
30% Off Enrollment – Secure your exclusive discount to invest in your financial future at a reduced cost.
We respect your privacy—no spam, ever.
Forge Your Path to Financial Mastery
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- Early Access – Be among the first to access our comprehensive course content.
- 30% Off Enrollment – Secure your exclusive discount to invest in your financial future at a reduced cost.
We respect your privacy—no spam, ever.
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We respect your privacy—no spam, ever.