BAM LEARN

Learn Investing

A structured learning path designed to take you from understanding the fundamentals of investing to developing your own investment process.

HOW TO START INVESTING

The BAM 10-Phase Investing Course

This course is designed as a step-by-step introduction to investing. Each phase builds on the previous one, starting with the fundamentals before moving into portfolio construction, company analysis, valuation, investor psychology and risk management.

Start Phase 1 →

YOUR LEARNING PATH

10 Phases

Follow the course in order or jump directly to a phase you want to revisit.

PHASE 1

Investing Foundations

Understand what investing is, why people invest and the fundamental concepts you should know before getting started.

PHASE 2

Building Your Financial Base

Build the financial foundation needed before committing money to investments.

PHASE 3

Building Your Portfolio

Learn how to think about asset allocation, diversification and constructing an investment portfolio.

PHASE 4

Analysing a Company

Learn how to evaluate a company using financial statements, key ratios and qualitative business analysis.

PHASE 5

Valuation

Learn how investors estimate what a company may be worth using valuation methods, financial metrics and margin of safety.

PHASE 6

Entering the Market

Understand different approaches to entering the market, recurring investments and the relationship between timing and long-term investing.

PHASE 7

Investor Psychology

Learn how emotions, behavioural biases and discipline can affect investment decisions.

PHASE 8

Risk Management

Learn how diversification, position sizing and portfolio construction can help manage investment risk.

PHASE 9

Building a Long-Term Investing System

Develop a repeatable process for researching, investing, monitoring and reviewing your portfolio.

PHASE 10

Becoming an Independent Investor

Bring everything together and develop your own investment framework and decision-making process.