Less hype.
Better questions.

Six questions behind every investment pitch

A focused sequence of lessons and practical cases. This outline previews the course; the full learning activities are being prepared.

1. 01
   MODULE 01Planned 8 min

   Start with the purpose and time horizon

   Connect an investing goal to when money may be needed and the uncertainty a person is able and willing to consider.

   PLANNED PRACTICE

   Compare fictional goals and identify why the same product may not fit each one.

2. 02
   MODULE 02Planned 9 min

   Identify what the product actually is

   Ask what is owned, how returns might arise, who operates the product, and which documents explain it.

   PLANNED PRACTICE

   Translate a fictional pitch into a plain-language product description with unanswered questions.

3. 03
   MODULE 03Planned 8 min

   Read the risks behind the return

   Look at possible losses, concentration, changing prices, and limits on accessing money instead of relying on an appealing return figure.

   PLANNED PRACTICE

   Map the risks disclosed in a sample product summary to realistic scenarios.

4. 04
   MODULE 04Planned 9 min

   Make the costs visible

   Identify ongoing fees, transaction costs, and other stated charges; compare examples using consistent assumptions.

   PLANNED PRACTICE

   Calculate the effect of two fictional fee schedules on a supplied account value.

5. 05
   MODULE 05Planned 8 min

   Question performance claims and urgency

   Examine the period shown, comparison basis, missing information, incentives, and pressure to act before checking.

   PLANNED PRACTICE

   Annotate a promotional performance chart and write the questions it leaves unanswered.

6. 06
   MODULE 06Planned 7 min

   Build a verification checklist

   Find appropriate official sources for checking the firm and offering, and decide what must be understood before considering any action.

   PLANNED PRACTICE

   Complete the investment-pitch capstone with a risk summary and a research plan.