All courses
Foundations8 chapters · ~10 min readFree account
Build Your PlanStrategy Matched to You
Turn your goals, time horizon, age and risk tolerance into a written plan — an allocation, a trading budget and rules you'll actually follow.
Fin Bro Finance is built around one idea: the right strategy depends on the person. This course walks you through writing your own plan — the same way a professional would structure an investment policy — so every other course has a framework to plug into. The examples are educational and general; your own plan should reflect your full situation.
This course is free — create a FinBro account to read every chapter and track your progress.
Course contents
- 01Why You Need a Written PlanA plan is what you follow when your emotions are telling you to do something else
- 02Goals and Time HorizonsDifferent money has different jobs — give each one a bucket
- 03Risk Tolerance vs. Risk CapacityWhat you can stomach versus what you can afford
- 04Age and Life StageHow your plan typically shifts from your 20s to retirement
- 05Building Your AllocationTurn your profile into an actual mix of assets
- 06Sizing Your Trading SatelliteHow much goes to active trading — and the rules that protect the rest
- 07Write Your Investment Policy StatementYour plan on one or two pages
- 08Reviewing and AdjustingWhen to change the plan — and when to leave it alone
- GLGlossary15 key terms from this course
- →What's NextWhere to go after this course