Our Course

Investment Club 101 teaches you everything you need to know to form and operate your own investment club.

  • Proven methodologies and strategies for selecting partners, hosting initial meetings, and aligning on investment and learning objectives.

  • Detailed steps for incorporating, legal structuring, opening brokerage accounts, and accounting.

  • Roadmaps and templates for running investment meetings, proposing and voting on investments, and using technology to run your Investment Club seamlessly.

Why Start an Investment Club?

  • Share Intelligence

    Make more informed investment decisions by tapping the collective expertise of your network.

  • Pool Your Money

    Combine your resources to share trading commissions and trade with the authority of a large portfolio.

  • Learn + Have Fun!

    Learn from your peers and turn investing from an intimidating chore into a rewarding social experience.

Templates and Resources

Access a comprehensive library of process documents, templates, and learning resources.
Templates and Resources

Instructors

  • Mark Proudfoot

    Mark Proudfoot

  • Tyler Smith

    Tyler Smith

Pricing options

What our students are saying

  • Best thing I ever did!

    Mark Proudfoot

    If you don't want to self-actualize and achieve maximum fulfillment, then this course probably isn't for you.

    If you don't want to self-actualize and achieve maximum fulfillment, then this course probably isn't for you.

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Watch Intro Video

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