The Smart Saving & Investing Strategies course is designed to help you move beyond basic saving to building real wealth through strategic investing. Whether you're just starting to save or looking to optimize your investment portfolio, this course provides actionable strategies for different risk tolerances and financial goals.
This course is perfect for:
Investment Strategist & Chartered Financial Analyst
Michael Chen is a Chartered Financial Analyst (CFA) with over 12 years of experience in investment management and financial planning. Before joining FinanceWise Academy, Michael worked as an investment analyst at a major asset management firm and later as a portfolio manager for high-net-worth clients.
Michael's teaching approach focuses on demystifying investment concepts and making professional strategies accessible to everyday investors. He believes that with the right knowledge and tools, anyone can build wealth through strategic investing, regardless of their starting point.
He holds a Bachelor's in Economics from Princeton University and an MBA in Finance from the University of Chicago Booth School of Business. Michael regularly contributes to financial publications and has been featured in Bloomberg, CNBC, and The Wall Street Journal discussing personal investment strategies.
I've been intimidated by investing for years, keeping everything in a low-interest savings account. This course gave me the confidence to create my first investment portfolio. Michael explains complex concepts in such an approachable way. I've already seen my net worth grow in just three months since implementing his strategies!
This course is worth every penny. I had some investments but no real strategy. The section on tax-efficient investing alone saved me thousands in my taxable accounts. The portfolio construction templates are incredibly helpful, and I appreciate how Michael presents different options based on risk tolerance. Highly recommend!
Great content overall. I was hoping for more specifics on international investing which is why I gave 4 stars, but the fundamentals taught here are rock solid. Michael's explanations about asset allocation and rebalancing completely changed my approach to investing. The community is also very responsive when you have questions.
